I'm not sure if this is the right place or not, but I'm trying out Moneywiz after the recent promo price drop, and trying to figure out the best way to handle downloaded transactiions. In the two other money management apps I've used over the years, downloaded transactions could be viewed seprated in a "review" window. This was almost like a simple reconcile window, where you could go through and confirm each transaction, such as confirming that the program properly matched duplicates.
Is there any similar functionality in Moneywiz? As best I can tell, downloaded transactions just get dumped in with everything else. I understand that it does its best to merge duplicates, but is there anywhere to review this, to make sure it has done it correctly? And is there anywhere to easily see the most recently downloaded transactions, to make sure they were categorized correctly?
1 person likes this idea
over 2 years ago
Thank you for sharing your feedback with us and welcome to MoneyWiz!
There is currently no feature like this in MoneyWiz. I'll note your feedback and we'll see what we can do!