I am using MoneyWiz2 alongside Microsoft Money on PC (can't wait for the Windows version of MoneyWiz2).
One feature in Microsoft Money that I really miss in MoneyWiz2 is the ability to change an individual occurrence of a scheduled transaction. For instance, I know that next month I will be receiving a bonus in my pay packet. It is incredibly simple in Microsoft Money to simply change the amount that I expect to be paid for just 1 occurrence. I have not found a simple way of doing this in MoneyWiz2.
That is not very flexible. For example, I know that I will receive a bonus on the payday before Christmas, and that I will not receive any pay the week after Christmas. I find myself wanting to change single instances in the future quite a lot. It is not a good interface if I have to pay every occurrence up to Christmas just to change 1 instance.
Is there any update on this? Now that the Windows version is available this is the one missing feature preventing me for fully migrating from MS Money. Thanks.
You can already modify the next occurrence of a Scheduled transaction without affecting the general template:
- if you go to Scheduled transactions section, tap on a transaction and choose Edit - those changes will be reflected in all upcoming instances of that Scheduled transaction,
- but if you go to Scheduled transactions section, tap on a transaction and then Pay and make some changes there, those changes would be reflected only in this particular instance of the Scheduled transaction.
Thank you for presenting us with this example! I'll note down your feature request and forward it to our team for investigation :)
This is similar to a request I've also made - the ability to do this is quite key to how I manage my finances.
I fully support that request. It would be a great addition to Moneywiz and currently I miss it a lot!