This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
Accounts connected to Online Banking will regularly sync transactions automatically from your bank or institution. However, there might be a time when you wish to create transactions manually. Because the + button you'd normally use is not available in Online Banking accounts (it is replaced with refresh button), you need to do this differently. You can do this in two ways:
- Use keyboard shortcuts to invoke transaction entry window. It's Command + E on Mac/Control + E on Windows for expense, Command + I on Mac/Control + I on Windows for income and Command + T on Mac/Control + T on Windows for transfer.
- Right-click on the account name in the list of accounts in the sidebar. If you're on a Mac and nothing happens on right-click, it means you have this function disabled. Try left-clicking while holding control key on your keyboard. From the menu that appears, select New Transaction.
What happens if I manually create a transaction and it arrives via Online Banking later?
When downloading transactions from Online Banking, MoneyWiz looks for possible duplicates. It does that by searching for transactions that meet both of the following conditions:
- transaction amount is *exactly* the same,
- transaction date is within 3 days range (either way, to account for weekends).
If MoneyWiz finds a match, it will not download the transaction from Online Banking but instead update the existing transaction with missing information (it there is any). If MoneyWiz does not find a match, it'll download the transaction coming from your bank.