How to make transaction category, payee, description or memo appear on the transactions list?

This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!

When you look at the Account register (the list of your transactions), by default you see the amount and transaction description. However, MoneyWiz allows you to freely change what do you see using Transaction layout settings.

This is what you see by default:

If you click on a transaction to expand it, you can see more details:

From this view we can learn that:

• "Travelling Gear Ltd" is the payee,
• "- Headphones" is the memo (in our example the memo has two lines of text but here we can only see the first line),
• "Travel" is the category.

As noted earlier, description is shown by default without the need to expand the transaction row. What if you'd like to change it? Please go to MoneyWiz Settings -> Transaction layout.

The order of fields in that window not only affects their order when you go to create a new transaction but also what's displayed on the transaction list. The first text-based item (not necessarily on the very top of the list, just above all other text-based items) will be the the thing you see for each transaction without expanding to see more details. The order of the remaining fields will affect their order on the expanded transaction row space.