#MONEYWIZ 2 PERSONAL FINANCE FOR MAC MANUAL#
#MONEYWIZ 2 PERSONAL FINANCE FOR MAC PRO#
#MONEYWIZ 2 PERSONAL FINANCE FOR MAC DOWNLOAD#
#MONEYWIZ 2 PERSONAL FINANCE FOR MAC MAC#

Amount you planned to spend or earn in the budget (semitransparent white).Actual amount spent (yellow) or earned (blue).The categories are displayed only if they have budget limits set or have actual transactions for the period selected. Right below the widget you can see your categories with individual budget progress indicators. In other words it is the biggest amount of money gained in one of the periods in the chosen periodicity. The number in the left upper corner reflects the biggest bar. It shows whether you acted according to your budget plan or strayed away from it. It helps better understand your spending behavior. The semitransparent white line shows what gain (income minus expenses) you planned to receive for each time period. Yellow bars, on the contrary, testify that you spent more money than you made. In other words blue bars indicate your gain. So, the blue bars are above the horizontal axis and have positive values, the yellow bars are below the horizontal axis and have negative values.īlue bars show that your income exceeds your expenses in the certain period (f.e. For better understanding the chart, imagine that the blue and the yellow bars are separated by the horizontal axis. To navigate between the periods, tap/click the bars. Use the filter to change the periodicity (day, week, month, etc). Right above the bars you can see a time filter which displays the period that is selected. The widget at the top of the screen shows the budget progress over time. On the contrary, if you underspend the leftover will be added to the next period, and you will start with a positive amount. In case you overspend, you will start the next budget period in the negative. Hint! Budget rollover limits your spending automatically if you overspent in previous periods.

#MONEYWIZ 2 PERSONAL FINANCE FOR MAC PRO#

In future Money Pro will predict categories more accurately based on your previous actions. Uncategorized transactions will be marked with a question mark. Once you open the Balance tab tap/click the synced account to look through the transactions list. However it might be impossible for some of the transactions due to the lack of information from the bank. Money Pro will automatically categorize the downloaded transactions. The last transactions for a specific time period (depending on each bank individually) may be downloaded with a delay.

#MONEYWIZ 2 PERSONAL FINANCE FOR MAC DOWNLOAD#

Along with the accounts Money Pro will download all the transactions for the last 3 months. Once you add them they will appear in the Balance tab. When connected Money Pro will display all the payment accounts, credit cards and savings accounts you have in the bank. You will be asked to enter authorization data you use in the Bank’s Dashboard. Before you buy Money Pro Gold subscription please tap/click “Check if your bank is supported” in the subscription window. If you want to connect Online-Banking to an account that already exists in the app tap/click “Edit”, select the account and tap/click “Connect Bank Account”.Īre your banks on the list of the supported banks in Money Pro? Most probably, yes. The app will offer you to register a Money Pro Account (if you haven’t done so yet) and activate Money Pro GOLD subscription which provides Online-Banking service. Open the Balance tab, tap/click “Edit” > “Add” > “Online Banking”.

#MONEYWIZ 2 PERSONAL FINANCE FOR MAC MANUAL#

Online-Banking allows connecting Money Pro to your bank to sync your transactions which will significantly reduce your manual entries. Online Banking (requires subscription GOLD)

#MONEYWIZ 2 PERSONAL FINANCE FOR MAC MAC#

Once you make the right order on your iOS device you’ll be able to transfer it to the Mac version by syncing. Please note that you can change the order of the accounts only within a particular class (Payment Accounts, Credit Cards, etc.).

Repeat this operation with other accounts as well.

Tap and drag the three stripes icon of the needed account to the right place in the list of your accounts.

It can be called an account mobility icon.

There is an icon of three stripes to the right of each account.

The new appeared screen structures the accounts by classes: Payment Accounts, Credit cards, Other Assets, Other Liabilities.On the Balance screen tap «Edit» in the right upper corner,.You can sort the accounts alphabetically or according to your desire. Hint! If you tap/click any of your accounts, you will see its transactions list.

Moneywiz 2 personal finance for mac