This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
Online Banking feature can download your banking transactions and investment trades automatically from the supported banks and institutions. We support not only regular banks like Chase or Lloyds but also investment platforms like E*Trade, crypto trading platforms like Bittrex and miscellaneous platforms such as PayPal. Overall we support thousands of banks worldwide. To see the complete list, please check out this guide.
Using Online Banking requires to have an ongoing and active MoneyWiz Premium subscription (monthly or yearly). If you'd like to test this feature first, please check this guide.
To begin using Online Banking, simply start creating new account and select Online Banking account type. Alternatively, if you have accounts created already with existing transactions, you can connect an existing account to Online Banking instead.
You'll be shown a list of banks with a search bar. Check this article to learn how to search the list of banks.
Once a bank is selected, you'll be asked to authenticate (provide banking credentials) for your bank. If after entering those you receive an error, please see this article. If all goes well, you will see the list of accounts that you can import. Select those that you wish to sync in MoneyWiz and proceed.
Upon first connection MoneyWiz will download your historical transactions for a given account. Learn how much historical data it'll download and how to control this behavior here.
As you refresh your accounts, MoneyWiz will download newer transactions you've made recently (read all about automatic, background and manual syncing here). MoneyWiz will attempt to automatically categorize your transactions - but you can easily change the choices it makes and the algorithm will learn from your changes to improve over team. This article explains this in more detail.