Description

Simplify your financial life with MoneyWiz.
Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That’s MoneyWiz - the world’s most powerful and beautiful finance software.


MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more.


HOW CAN MONEYWIZ HELP YOU?

● ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management!

● GET OUT OF DEBT : We’ve built MoneyWiz in a way that makes it easy to see the complete picture of your finances, yet be able to narrow down where they can be optimized so you can get out of your debt!

● NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. MoneyWiz will make sure that never happens again. Set up all your bills to get reminders and forecasting.

● PROPER FORECASTING : Have you wondered how much more you have to pay until the next paycheck, or which accounts may not have sufficient funds for your bills? MoneyWiz will tell you with a tap of a button!



FEATURES HIGHLIGHT

● ACCOUNTS: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash, Investment/Brokerage or Online Banking.

● BUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.

● BILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.

● WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (* optional service, requires subscription)

● TRANSACTIONS ENTRY: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. It makes transaction entry as fast as it can be!

● REPORTS: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money.

● DASHBOARD: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen.

● SETTINGS: Configure MoneyWiz to fit your needs. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more.

● PROTECTION: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it.

● SYNC: Connect multiple devices with SYNCbits – the cloud sync that does everything automatically – from sync, to conflicts resolution. SYNCbits has banks level security and it’s completely free!

● IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.


SUBSCRIPTION & PRIVACY NOTICE

To connect to your bank for automatic downloading of transactions, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year.
Your MoneyWiz Online Banking subscription will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings.

Privacy Policy:
https://wiz.money/support/privacy-policy/

Terms of Service:
https://wiz.money/support/terms-of-service/

What's New

Version 2.7.5

- fixed a number of crashes
- fixed german localization
- fixed issue with duplicated last month on bar chart reports

Customer Reviews

3.6 out of 5

9 Ratings

9 Ratings

it seems touch id problem is solve

Amir Hossein

good

Really disappointing

Macorin

This software is a huge disappointment. The UI appears modern, but is overly complex for what it offers. It's also highly inefficient and slow.

Support is where this app fails the most though. I've never been able to get anywhere with them and have always left the experience highly irritated. They seem to always fail to grasp the issues that I’m writing in about. Instead of being polite and trying to gain perspective on what I’m talking about, they seem rigid and disinterested. They never even pretend to try to understand, instead acting dismissive. It’s incredibly frustrating. I almost feel as though it’s related to a language barrier, but then realize it can’t be that. When I report a bug (and there have been many), they always say they can’t duplicate it. Am I to believe that every bug I’ve experienced is isolated to my iPhone?

I don’t use the bank sync feature, but based on other reviews, the poor support and an overall lack of trust in this developer, I wouldn’t use such a feature anyway, as who knows if they are reputable enough to protect the security of my accounts.

I still can’t get a reasonable answer from support as to why they have two separate lines - one for category and the other for description, where the description field fills automatically with what’s been chosen as the category. Even if you manually delete this preposterous redundancy, it still automatically re-populates the field.

How about the awful reconcile mode, where all you can do is check off transactions without being able to see a running balance of your cleared (reconciled) transactions?

I could go on, but between the clunky UI (annoying and unnecessary icons), redundancies, slowness and horrendous (not to mention rude and arrogant) support, I couldn’t give a good review. These guys are just not people persons.

I like PocketMoney much better, but even their new developer has a lot to learn on the support front.

Doesn't work, support is helpless

Khoreia

Purchased the phone app on 8/31. Connected to bank accounts with trial of account subscription. Worked perfectly - only that first day. Has not worked since (today is 9/7). Contacted support and have over a half dozen emails back and forth. Clearly they don't understand how to correct errors in their own product. Did not know what Touch ID is on iPhone. Tried to tell me they aren't banking security experts when I said if they can't understand Touch ID then I can't use their app. I don't trust any developer who doesn't know what Touch ID is or how it works with an iPhone. It is a phone feature and shouldn't impact the MoneyWiz app functionality if my banking app has Touch ID access. They don't interface at all. Very disappointed as I spent a few hours that first day syncing and updating account info, adding categories, and learning to navigate their slightly clunky but still functional interface. If you are hoping to use this with your bank updates, think again.

Also including in this comment the support person was rude. When I told them if they don't understand what Touch ID is I can't use their app, his response was that I didn't communicate to him clearly and I was being derogatory. Unfortunately this seems consistent with other negative reviews on the support from their customer service. They are incompetent when answering questions and quick to blame it on the user. If I could give this zero stars, I would.

Information

Seller
SilverWiz Ltd
Size
85.1 MB
Category
Finance
Compatibility
Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English, Belarusian, Bulgarian, Catalan, Czech, Dutch, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian
Age Rating
Rated 4+
Copyright
© SILVERWIZ LLC
Price
$1.99
In-App Purchases
  1. Online Banking $4.99
  2. Online Banking $49.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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