This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
Duplicating a transaction allows you to create a duplicate of an existing transaction that you can then either leave as an exact duplicate or modify to change some elements of it. This guide explains how to duplicate transactions and also why the transaction date sometimes gets changed while duplicating transactions.
MoneyWiz for Desktop (Mac and Windows) feature two view options for transactions: Fancy and Expert. You can switch between them using the button on the left-hand side:
If the left button is selected, you are in Fancy view. In this view, you can duplicate transactions by single-clicking on a transaction row to expand it and then click on the Duplicate button.
If the right button is selected, you are in Expert view. In this view, you can duplicate transactions by right-clicking (or left-clicking while holding control key on your keyboard if you have right-click disabled) on a transaction row and click Duplicate.
You'll then be presented with a new transaction window, pre-filled with details of the original transaction. You can either leave it as it is and save the transaction or change some details of it before saving.
Why is the duplicate transaction date sometimes the same and sometimes different compared to the original transaction?
If the most recent transaction in your account is older than 14 days, we consider that the entire account is not up to-date and we show the date of the original transactions when duplicating.
If the most recent transaction is less than 14 days in the past (or today, or in the future - it doesn’t matter how far in the future though) we consider the account up to-date. So when you duplicate, by default we use today's date.