MoneyWiz - Personal Finance
By SilverWiz
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Description
Do more with your money. View all your accounts, budgets and bills in one place. Experience reports on a whole new level. Sync Everything across devices!
Meet MoneyWiz - the personal finance assistant that just works!
★★★★★ Featured by Apple
New & Noteworthy, What's Hot
★★★★★ TiPb - The iPhone Blog
"The UI is amazing – it’s packed with so many features, yet doesn’t feel cluttered."
★★★★★ AppAdvice
"MoneyWiz is all about giving you more than you would expect. For those wishing to find the perfect app for monitoring your accounts, look no further than MoneyWiz."
★★★★★ PadGadget
"MoneyWiz is a professional grade budget-and-money tracker that will help you nail down income and expenses."
HOW MONEYWIZ IS BETTER?
✓ Automatically keeps data consistent across multiple devices
✓ Gives you beautiful reports in full screen
✓ Connects all your money management needs into one convenient place
✓ Intuitive and uncluttered design makes it joyful to use MoneyWiz
ACCOUNTS
Put all your accounts in one place. It's the best way to keep your money organized.
✓ Create various types of accounts, including a cash (wallet) account
✓ Register expenses, incomes, adjust balance and transfer money between accounts
✓ Real accounts reconciliation
✓ Make split payments
✓ Multi-currency support
✓ Import your bank statements from OFX,QFX and QIF files
✓ Smart auto-completion for quick transactions entry
✓ Sort, filter and search transactions
BUDGETS
Set budgets and pay down your debt. MoneyWiz will monitor the budgets for you, and let you know when something's about to go wrong.
✓ Create custom budgets
✓ Expenses are automatically assigned to the correct budget
✓ Alerts for low and exhausted budget
✓ See budget progress, daily allowance and remaining days
✓ See the transactions that make up each budget
BILLS
Never miss a bill again. MoneyWiz will remind you for any scheduled transactions that are due to be paid.
✓ Plan expenses, incomes and transfers
✓ Manage recurring transactions, like bills and salary
✓ See it all on a beautiful calendar
✓ Quickly access forecast for any day on the calendar
REPORTS
Thorough reports with beautiful interactive charts will show you everything you need to know about your money.
✓ Full screen reports
✓ Export to PDF and CSV
✓ See transactions that form a report
✓ Save reports locally into MoneyWiz
✓ All kinds of reports - NetWorth, Payees, Account balance, Trends, Forecast, Compare budgets, Categories, Statistics, Budget balance
SYNC
Keeping data consistent across multiple devices has never been easier. MoneyWiz has it's own unique cloud syncing service, called Sync Everything!
✓ Automatic synchronisation - you don't need to do anything manually
✓ Immediate sync - do something on one device, and see it happen on all others within seconds
✓ Works over 3G and WiFi
✓ Optimized for less data traffic
✓ Totally secure
AND MORE…
✓ Password protection
✓ Custom categories with sub-categories
✓ Built-in calculator
✓ In-App help, where you need it
✓ Outstanding customer support. Our average response time is 2 hours
✓ Available for iPhone, iPad and Mac OS X (separate purchases)
What's New in Version 1.3.3
This update includes:
* Preparation of the database to work with MoneyWiz for Mac
* Added Traditional Chinese translation
* Improvements of the translations in all languages
* More than 30 bug fixes. Crash fixes. Major performance improvement for Statistics and Categories reports generation.
If you like MoneyWiz, please support us by rating it or leaving a review on the AppStore. If you have previously done so, you can just update or repost it.
Thank you!
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If you have any problems or questions, please e-mail us at info@silverwiz.com. We're always happy to help :)
iPhone Screenshots
Customer Reviews
Not Ready For Prime Time
After reading all the great reviews I had to check it out and bought the iPad, iPhone and Mac versions for a total of $30. I started to import my files from iBank and then realized that there are only 4 basic types of accounts in this program - checking, savings, credit card, and cash. If you are looking to track investments or loans, then you will need to wait until Summer 2013 according to the timely email returned to me from tech support.
Synching between the three platforms works great as advertised.
Customer support is excellent, as both emails I sent (over a weekend) were answered within hours.
If you are looking for a basic money management package then this is for you. If you need a more robust way to track your money, then look elsewhere. I will definitely try it again when Summer 2013 arrives with the next major update. Until then, I have to keep using my current program.
Awesome
Just picked up the mac and iphone versions... syncing is flawless...
Just what I've been looking for
Great replacement for Cha-Ching
- $4.99
- Category: Finance
- Updated: Apr 19, 2012
- Version: 1.3.3
- Size: 12.0 MB
- Languages: English, Arabic, Chinese, Dutch, French, German, Italian, Korean, Polish, Portuguese, Russian, Spanish, Swedish
- Seller: SilverWiz Ltd
- © SilverWiz Ltd.
Requirements: Compatible with iPhone, iPod touch, and iPad.Requires iOS 4.0 or later.
