This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
If you have created an account as a local (manually managed) account, you can easily connect that account to Online Banking service now. Similarly, if your account is already connected to Online Banking but you wish to disconnect (or reconnect) it from that service (while preserving or deleting transactions downloaded already), you can do so with just a few clicks.
Connecting an existing account to Online Banking service
To connect an account to Online Banking, you need to access the account properties window by editing it.
When the account properties window opens, you should see a "Connect to Online Banking" button. Please click it - you'll be shown a list of banks and institutions we support.
Please note that even though we might support more than one account for your institution, when following this process you'll be able to select just one account for import. That's because you're connecting an existing account to Online Banking - and you can obviously connect just one Online Banking account to one MoneyWiz account. If you wanted to add more Online Banking accounts, you'll need to either repeat this process for each existing account or create the Online Banking accounts from scratch.
How will connecting an existing account to Online Banking affect my existing transactions?
When connecting an existing account to Online Banking, your existing transactions will not be affected in any way (they will not be deleted or modified).
MoneyWiz will look for the most recent transaction in your account (if there are any transactions) and download transactions from that transaction onward. This means if your most recent transaction is from today, most likely no transactions will be downloaded upon connection (but newer transactions made tomorrow and in the future will download).
Disconnecting an existing account from Online Banking service
To disconnect an account from Online Banking, you need to access the account properties window by editing it.
When the account properties window opens, you should see a "Disconnect from Online Banking" button. When you click it, you'll be asked whether to keep or delete transactions downloaded from Online Banking so far. If you click keep, your account will be disconnected from Online Banking but there would be no changes made to transactions. If you click delete, your account will be disconnected from Online Banking and any transactions that were downloaded automatically would be deleted.
Reconnecting an existing account with Online Banking service
Reconnecting an account from Online Banking might help in some cases, for example when your banking password got changed and you need to supply a new one. To reconnect an account with Online Banking, please first follow the instructions above for disconnecting, then connecting the account.
Please note that in some cases it makes a difference whether you reconnect accounts one by one or whether you first disconnect all accounts from a particular bank and then connect them again one by one. If you're not sure which approach is better or were linked here by our support team and we did not mention a specific approach, it's always better to reconnect accounts one by one (fully disconnect one account, fully connect that account back and only then move to another account).