Just a suggestion for your guides section. Customers looking to switch over from YNAB (like myself) might get frustrated and return to YNAB (as I have) after attempting to make MoneyWiz 2 work the way YNAB does, primarily in the Budgeting area. If you were to create a guide written by someone on your team who understands both products on how to setup MoneyWiz 2 to work the same as (or as closely as possible) how YNAB works, that might keep more customers. YNAB is built on certain core principles, and when I was unable to figure out how to make MoneyWiz 2 adhere to those I gave up on it. But I'd love to be shown I was wrong at some point.
Thank you for your suggestion and feedback! I'll definitely talk to our team about this and see if we can come up with something.
I'm happy that you were able to perform a successful transition from YNAB to MoneyWiz :-) Remember that we can always assist if you need some guidance, our e-mail is firstname.lastname@example.org
Reviving this old thread because I am now in this transition and the budgets without goals are getting me confused ! I came to this thread looking for help and information on the subject, but not much info here !
@Iliya did mention that a guide for such migration was getting ready in a couple of weeks (thats 2 yrs ago) .. Any idea where I can find that guide if it did get ready ??