Start a new topic

Managing Joint Accounts

Hi, I've recently opened a joint account with my girlfriend, and am wondering if there is a way of entering transactions in moneywiz? Ideally I would like to transfer X amount of money into the account, then accurately track any expenses. However, as some of the money in the account won't be mine, but rather my girlfriends, the constant moving of net worth would be undesirable. Has anyone figured out an efficient way to deal with this?
1 Comment

Dear Josh,

I think what you need to do, is to create a respective joint account in MoneyWiz, but what you should do, is to turn off an option "Include the balance for the account in Net Worth"

I hope this helps.

 

Login or Signup to post a comment