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MoneyWiz 2 - Personal Finance

By SilverWiz Ltd

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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 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, 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. Please, visit our Privacy Policy page for more information.

Privacy Policy:
http://moneywizapp.com/support/privacy-policy/

Terms of Service:
http://moneywizapp.com/support/terms-of-service/

What's New in Version 2.5.12

Bug fixes.

Screenshots

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Customer Reviews

Fantastic App!

I used to be a YNAB owner until they went to a subscription-based model. I then tried MoneyDance for a year until I formatted my computer and, perhaps as my mistake, didn't backup my MoneyDance files.

While MoneyDance had nice charts and did all I wanted. It was a Java-based app without cool features like a proper mobile and Apple Watch app. It's also very bad UI/UX that they tell you to enable Dropbox syncing, only to find out it was just to sync transactions, and not actually backup my financial files.

I looked at alternatives and MoneyWiz was the best. No subscription model, native macOS, iOS, and watchOS apps, online syncing, and great support.

I couldn't be happier with it so far. Zero crashes, zero data inconsistencies my financial info is always available wherever I am. Great integration with operating systems, reminders, account types, charts, graphs, etc.

If you're looking to go with a new financial app, want a native app, or one that doesn't require subscriptions. Give this a shot! 5 stars for my favorite financial app so far :)

Smooth Transition

I have used SplashMoney to manage my finances since the days of Palm Pilot and then moved to iOS products. I found out that SplashMoney will no longer be supported by the developer with the next iOS release. So I researched what personal finance apps would be similar. I found MoneyWiz2 would provide all the functionality of SplashMoney and much more. I was able to export all my accounts and data from SplashMoney import to MoneyWiz2 with only minor adjustments. I love how MoneyWiz2 backs up to the cloud and syncs with all my devices, including the PC. MoneyWiz2 was a lifesaver to me!

The best thus far for multi currency support

I haven't found better for multi-currency support. I do wish the budgeting would be a little more useable (for example, to add extra money to a budget category on the fly) and the currency conversions get goofy when you adjust a budget category. Otherwise, if you review your money monthly and use and envelope system it works fine.

MoneyWiz 2 - Personal Finance
View in iTunes
This app is designed for both iPhone and iPad
Offers Apple Watch App for iPhone
  • $4.99
  • Category: Finance
  • Updated:
  • Version: 2.5.12
  • Size: 81.0 MB
  • Apple Watch: Yes
  • Languages: English, Bulgarian, Catalan, Czech, Dutch, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

Current Version:
All Versions:

Top In-App Purchases

  1. Online Banking$4.99
  2. Online Banking$49.99