Set a PIN timeout for maximum comfort and auto-delete after 10 incorrect entries, for maximum security. В-Џ PROTECTION: Protect your data with PIN. Select currencies, manage categories, set the location of the transaction list, allow entry of POS style sums, create invoice reminders, and more. В-Џ SETTINGS: Configure MoneyWiz to suit your needs. Fill it with widgets that you can organize and customize. В-Џ DASHBOARD: The dashboard is the place where you get a quick overview of your finances. В-Џ REPORTS: Tons of reports will give you a look at your expenses and incomes that you have never had before! MoneyWiz also allows you to create custom reports based on what you want to know about your money. Entering transactions occurs with the maximum possible speed! В-Џ TRANSACTION INPUT: Transaction entry has never been so powerful! Configure which fields you want to use and the parameters for each field use the pull-down gesture to save the transaction. MoneyWiz will even establish the proper payee! (* Additional service, requires a subscription) В-Џ ONLINE LIGHT INTERNET BANKING: Connect your Internet banking to MoneyWiz and all your transactions will be downloaded and categorized automatically. В-Џ PAYMENTS: Never miss a pay bill! View all your accounts in the list or on the calendar, get forecasts for any period with one click. В-Џ BUDGETS: Make budgets, and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Choose from a variety of accounts: Credit Card, Checks, Savings, Loans, Cash, or Internet Banking. Arrange them in groups, assign them badges and determine which accounts will make up your current capital. В-Џ ACCOUNTS: All your accounts in one place. В-Џ ALL IN ONE PLACE: Have all your financial data in one place, a unique overview and convenient management! В-Џ GOOD FORECASTING: Have you ever wondered how much more you have to pay until the next salary, or about bills where you may not have sufficient funds for your payments? MoneyWiz will show you by pressing a single button! Set up all your bills for reminders and forecasts. MoneyWiz will not allow this to happen again. В-Џ NEVER FORGET TO PAY AN ACCOUNT: Omission to pay a bill can cost you dearly. You will be able to evaluate how to optimize them in order to reduce your debts! В-Џ SELECT FROM DEBTS: We have built MoneyWiz in such a way that it is easy for you to see a complete picture of your finances. "MoneyWiz is an elegant personal finance management application." This MoneyWiz is the most powerful and beautiful financial application in the world. Click Save and continue when completed.A complete solution for managing your personal finances.Īll your bills, budgets and payments in one place! With powerful reports, Internet banking all over the world and instant synchronization between all your devices! If everything looks good, clickįollow the steps on the import form and fill in bank names and balances. PocketSmith will display a summary of the accounts and transactions within the file. Now that you have your MoneyWiz file ready to import into your PocketSmith account, head over to the MoneyWiz importer and begin the move.ĬSV file directly onto the importer or clickĬhoose file to select the file from your computer Importing your MoneyWiz files into your PocketSmith account Your CSV file will now be ready to import into PocketSmith! Use the steps below to generate a complete export from MoneyWiz.Ĭhoose the accounts and the date range you wish to export for your report, ensure that It is important to choose a CSV download. By importing your exported CSV file from MoneyWiz all of your old accounts and transactions that were previously stored in MoneyWiz will be created in PocketSmith. To start, you need to export your transactions from MoneyWiz so that you can import them into PocketSmith. Importing your MoneyWiz files into your PocketSmithĮxporting your accounts and transactions from MoneyWiz.Exporting your accounts and transactions from MoneyWiz.Use the custom MoneyWiz import tool to bring your data over in just a few seconds! You can move your accounts and transactions from MoneyWiz to PocketSmith.
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