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To download MoneyWiz - Personal Finance from the Mac App Store, you need a Mac with OS X 10.6.6 or later. Learn More.

MoneyWiz - Personal Finance

By SilverWiz Ltd

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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 across multiple devices!
Meet MoneyWiz - the personal finance assistant that just works!

"Best Finance App"
— The Telegraph

"Best Money-Saving App"
— The Independent

"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

HOW MONEYWIZ IS BETTER?
• 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

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
• Bulk edit transactions
• 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
• View transactions in fancy or expert (spreadsheet like) mode

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 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
• Totally secure

AND MORE…
• Retina display optimized
• Password protection
• Custom categories with sub-categories
• 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 hello@moneywizapp.com

UPDATE OVERVIEW:
• Stability improvements

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

Screenshots

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Customer Reviews

Amazing and easy to use

This app is a nice and easy to use Financial app. Love the sync that is blazing fast. Their tech support is fast and helpful.

The only money app I’ve stuck with - love it

Simple enough to keep using day after day (get the iOS version too). That way when I want to use the fancy reporting tools I actually have some data to do it with. Great app.

If you used MS Money this is the closest thing

I used Money for years even after they stopped supporting it. When I switched to a MAC I installed Quicken but that was a huge fail for me over the reconcile process. I do everything manually and Quicken just doesn’t work that way. Add in the iPad and iPhone apps and this takes me back to my Money and Palm days. Which is perfect for me. Granted it’s costly by the time you buy the three programs but I think it is well worth it.

FWIW
DLM

MoneyWiz - Personal Finance
View in Mac App Store
  • $24.99
  • Category: Finance
  • Updated: Apr 03, 2014
  • Version: 1.5.5
  • Size: 25.0 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: OS X 10.6 or later

Customer Ratings

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