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MoneyWiz - Personal Finance for iPad

By SilverWiz Ltd

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Description

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

"Best Money-Saving App"
— The Independent

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

"Easy to use and with the simple budgeting tools,
MoneyWiz takes the pain out of personal finance."
— MacFormat Magazine

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 organised.
• 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

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
• Optimised for less data traffic
• Totally secure

AND MORE…
• Retina display optimised
• 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
• Available for iPhone, iPad, Mac OS X and more (separate purchases). Visit our website for details.

What's New in Version 1.5.6

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!

iPad Screenshots

iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3
iPad Screenshot 4
iPad Screenshot 5

Customer Reviews

Seamless transfer to MoneyWiz

After a lot of research I finally made a decision that MoneyWiz looked to be the best Personal Finance application for my Mac, iPad, iPhone setup. Successfully transferred all my data (QIF) from Moneydance to MoneyWiz for iPad, tested the installation for a few days with no problems, then made the final move to MoneyWiz for Mac. Everything synced seamlessly and has now been running for a few days with out any issues.

I did have a few questions as I fine tuned my new installation, a few questions emailed to the Support Team, these questions were answered promptly with definitive and practical solutions.

I would personally recommend MoneyWiz to anyone who is looking for a Personal Finance application that has style and works seamlessly across all Apple platforms.

superb app which is matched with brilliant support

I have used MoneyWiz for well over a year now and it is certainly proving to be the one app I use more than any other and it is helped me keep my finances on track. However, where this really comes into its own is the amazing customer service. My iPad and iPhone managed to ‘de-sync’ and the team were quick to help and talk me through fixing the problem. I genuinely get the feeling the MoneyWiz team care about its customers … something which is nice change these days.

Solid Slick Software

Update: The customer support recently experienced is very prompt and of high quality. When syncing stopped functioning Silverwiz promptly resolved with clear instructions and have since resolved the defect anyway so it should not be experienced again.

I have moved from Home Budget to Moneywiz and have not regretted it for one moment.

Though this was not possible until the update to Version 1.4 as refunds can now easily be input and an importing defect has been fixed.

Moneywiz is very flexible and enjoyable / easy to use .

One small issue as I had to input my historic negative expenses manually as when importing they appear as positive expenses. But it did not take long to input them manually.

Moneywiz is the leading personal Finance App in my opinion. Hopefully it will get even better - say with financial planning / forecasting capability.

MoneyWiz - Personal Finance for iPad
View In iTunes
  • £2.99
  • Category: Finance
  • Updated: 05 May 2014
  • Version: 1.5.6
  • 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
  • Developer: SilverWiz Ltd

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

Customer Ratings

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