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MoneyWiz - Personal Finance for iPad

By SilverWiz Ltd

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Have all your accounts, transactions, budgets and bills in one place. See forecasts & reports. Import easily from other software. Always have your data synced across iPhone, iPad & Mac with SYNCbits. This is MoneyWiz!

"Best Finance App"
— The Telegraph

"MoneyWiz is a sleek personal finance app."
— MacWorld Magazine

"MoneyWiz is a great choice and one that I personally use. Having the trio of apps (iPhone, iPad and Mac) and the excellent sync service makes MoneyWiz very flexible."
— MacStories

"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."
— AppAdvice

"The UI is amazing - it's packed with so many features, yet doesn't feel cluttered."
— iMore

• Connects all your money management needs into one convenient place
• Automatically keeps data consistent across multiple devices
• Available on multiple platforms. Visit our website for details.
• Gives you beautiful reports in full screen
• Intuitive and uncluttered design makes it joyful to use MoneyWiz

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 CSV, OFX, QFX and QIF files
• Smart auto-completion for quick transactions entry
• Sort, filter and search transactions
• Checkbook register

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

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

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

Keeping data consistent across multiple devices has never been easier. MoneyWiz has it's own unique cloud syncing service, called SYNCbits
• Automatic synchronization - 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

• Retina display optimized
• Password protection
• Custom categories with sub-categories
• Build-in calculator and currency converter
• In-App help, where you need it
• Outstanding customer support. Our average response time is 2 hours

What's New in Version 1.5.5

If you run into any problems with this update, please e-mail us at

• Stability improvements

We need your support to keep the updates going. Please, consider rating this version of MoneyWiz on the App Store. Thank you!

iPad Screenshots

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iPad Screenshot 2
iPad Screenshot 3
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Customer Reviews

Not a good replacement for Quicken

I really wanted to migrate from Quicken on my PC to an IPad app, and MoneyWiz seemed like a good choice. But....
After I figured out how to get my quicken file over to where MoneyWiz could use it, the first issue I had was that my quicken file had date formats that money wiz had trouble resolving. I couldn't figure out how to fix the problem, so I contacted tech support. They were very responsive, but told me I needed to use a text editor to manually resolve the dates in my quicken file. Since my quicken file is very large, that wasn't feasible. Tech support volunteered to fix the file for me and they did. Very nice!
But then when I finally got through the import process, I wound up with radically wrong balances in all my accounts. And the app seemed very slow to load with all my data (3 mb file). Reluctantly, I give up. MoneyWiz might be a good choice for a new user, but not for an old dog dedicated Quicken user.

Complete and Powerful

I moved from MS Money (Windows) to Pocket Money (iOS), and landed onto MoneyWiz. Both applications are sort of abandoned software.
When I tried it first time a while ago, it was lacking lots of things so I deleted it.
Now I came back and tried again to find out this app improved a lot. Now it's powerful enough to fulfill MS Money level functions.
Transport from Pocket Money by QIF file was successful, no troule.


This is a awesome app. Sync's quickly across different OS and my Mac. Very easy and simple interface - you can use what you want. Your not forced to do more input that you want.

The budget function is also awesome. You only track what you want and report on the whole data set when you need it.

I also tried homebudget. It is good - but - your forced to use all of its functionality all the time.

MoneyWiz - Personal Finance for iPad
View In iTunes
  • $4.99
  • Category: Finance
  • Updated: Apr 04, 2014
  • Version: 1.5.5
  • Size: 15.9 MB
  • Languages: English, Arabic, Bulgarian, Catalan, Czech, Dutch, French, German, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian
  • Seller: SilverWiz Ltd

Compatibility: Requires iOS 5.0 or later. Compatible with iPad.

Customer Ratings

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