Congratulations on choosing MoneyWiz as your personal finance manager. You'll notice improvements to your financial stability, amount of savings and peace of mind in no time!
We've invested a great amount of hard work, time and effort in order to make MoneyWiz easy to use and approachable. However, at the same time we wish to make it very powerful so you can start using more and more features as your confidence grows. So even though you can learn how to use MoneyWiz as you go, if you have a moment we recommend reading through these introductory articles to make the most from your investment:
- MoneyWiz interface overview - separate guides for Desktop and Mobile versions.
- Account basics
- Transaction basics
- Setting up synchronisation among devices using SYNCbits
- Importing QIF, CSV, OFX, QFX and MT940 files from banks and other applications
- Scheduled transaction basics
- Managing Categories
- Budget basics
Once you're ready to take it to the next level, take a look at those guides:
When you're feeling even more comfortable in MoneyWiz and have some more spare time, you might want to just freely browse our support centre, section by section:
If at any time you feel stuck or have a question, just let us know! We'll be happy to assist.