This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
Adjusting account balance will add an expense or an income to your account, depending on what amount you wish to adjust the balance for. This means that if the desired account balance is lower than your current balance, MoneyWiz will add an expense to compensate the difference. The adjust balance transaction that will appear cannot be categorized, tagged or modified (although it can be deleted at any time) so whenever possible, you might want to add regular transactions instead.
There are 3 ways of adjusting your account balance:
- click on the + button in the bottom-right and then select Adjust balance,
- go to File menu bar item on top of the screen -> New -> Adjust balance,
- right-click (or left-click while holding control key on your keyboard if you have right-click disabled) on the account name in the sidebar and select Adjust balance.
If this account is connected to Online Banking, the first option will not be available (the button will be changed to a refresh button) but the remaining two will still be accessible.
In the window that opens, enter the desired account balance that MoneyWiz should set for this account - remember that the new balance can be either positive or negative. If needed, you can also add some description to the adjustment. Please note that it is not currently possible to set a date and time for the adjustment - it will always be created with the current date and time.
Once created, adjust balance transactions cannot be modified or moved to a different account - but they can be deleted, just like any transaction.