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!
● 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.
Terms of Service:
This update fixes various bugs.
Ratings and Reviews
Great financial management program!
I’ve been using MoneyWiz for years. It’s a great way to keep all your accounts and transactions organized and balanced and your bills paid on time. I’m not a fan of the programs that connect directly to online bank and credit card accounts; I prefer to manage my accounts with a program but actually pay everything through my banking system directly. This makes MoneyWiz 2 my pick over MoneyWiz 3. I did accidentally load MoneyWiz 3 on my new Mac and ended up locking up my data. A quick e-mail to their support team restored my data for use with MoneyWiz 2 in a very short time (less than an hour). Their support team is responsive and pleasant to work with. One of the best features of MoneyWiz for me is, it keeps data current on all my devices. So if I’m at a restaurant, I can quickly and easily add that transaction directly from my phone to the program, eliminating the need to keep receipts until I’m back home at my computer. I can even pay my bills from my phone if I need to, which is great when I do so much business travel. I’ve never had a problem with data integrity; the system handles everything with complete accuracy and even provides reporting I need at year’s end to complete my tax return. I’d highly recommend this program to anyone looking to organize and simplify their personal finances. A big thank you to their team for a great product with great support!
I have been a customer since the first version and I have come to depend on this app for overseeing the multiple accounts that I have. The app is quite flexible in allowing me to configure it so that I can generate reports that fit my needs.
When I recently updated the app on my Mac, I didn’t know that it would upgrade my Syncbits data thus preventing me from accessing my version 2 data on my phone. The customer support quickly reverted my account’s data after I sent them an email. I am thankful for the assistance.
Excellent product and customer service
I have been using Money Wiz for a couple of years now and balancing a checkbook couldn’t be easier!
I broke the product briefly when upgrading to v3 without reading the warnings about which account types the upgrade was suitable for, but thanks to excellent customer service they had me back to v2 in no time! V3 appeared to be an excellent product as well, just Premium version wasn’t the suitable version for me.
Looking forward to the standard upgrade later this year!
- SilverWiz Ltd
- 63.1 MB
- Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.
- 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+
- © SILVERWIZ LLC
- In-App Purchases
- Online Banking $4.99
- Online Banking $49.99
With Family Sharing set up, up to six family members can use this app.