This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
If you've decided to change the name of the payee in MoneyWiz, you don't need to go through each individual transaction to change the payee name there. You can just change the name in one place and all transactions will update automatically.
To create new transaction categories, first go to MoneyWiz Settings. You can get there using one of the three ways:
- click on the gear icon in the bottom-left corner of the screen,
- press this combination of keys on your keyboard: ⌘ cmd + on Mac or control + , on Windows (that's a comma),
- on Mac, click on MoneyWiz menu bar item in the top-left and then Settings.
Once you're in Settings view, click on Payees tab. You'll see something like this:
To modify a payee either double-click on it or click once to select it and then click on Edit button.