MoneyWiz has a high degree of interface resemblance on various platforms. Naturally, Desktop versions (Mac and Windows) are more alike compared to Mobile platforms (iPhone, Android and iPad).
This article will briefly describe the layout of MoneyWiz for Mobile. If you need guidance on other platforms, check out this article.
This compilation displays 2 areas: the accounts list and the transactions list. As you can see, the coloured sections remain nearly the same so we'll describe the interface in more universal way:
- Topbar (red): displays summary for various sections. Pencil icon is always used for entering edit mode and the + button is used to add new things. When you see the round MoneyWiz avatar you can tap on it to bring up SYNCbits menu. In Budget and Scheduled transactions section, you can tap on the values displayed there to change what they display.
- Filter bar (yellow): allows you to modify the view you're looking at. For example, when viewing accounts you can use this to make MoneyWiz display only Cleared transactions or Cleared, Pending and upcoming (Forecast). Please remember that changing the view this way will affect your account balance.
- Main data section (red): this is where the important things appear. Notice the little eye icons next to group names - you can tap on them to view transactions from all accounts in a single account group. Or check how your Account register (list of transactions) separates transactions based on their status. If applicable, this is also the place where you'll see a search bar. When viewing transactions, you'll also see a cone-shaped icon. Tap on it to change other filters like Period filter. On the screenshot on the right, you can see a message informing you that some transactions are not visible due to filters set. You need to use the cone-shaped button to modify them. Finally, there's the + button to add new transactions.
- Bottom navigation bar (blue): allows you to quickly switch between various MoneyWiz sections, which are labelled for your convenience.
iPad interface is basically the same in portrait orientation. In landscape, it simply offers a wider perspective but the layout is also the same:
Please note that MoneyWiz for iPhone and Android do not support landscape orientation.