Screenshots

Description

Recognized by Forbes, CNN, The Telegraph, The Independent and more! MoneyWiz is the ULTIMATE finance management application loved by thousands! We have it all:

• worldwide online banking support with automatic transaction categorization and access to over 16,000 banks in over 50 countries,

• crypto, forex and stock trading investment accounts with automatic trades sync,

• cross-platform sync with native apps for your desktop and mobile,

• manual transaction entry & bank statement import for those who prefer to do manual bookkeeping,

• powerful budgets, transaction scheduling, financial forecasts and reporting,

• translated into more than 20 languages, support for all world currencies, multi-level custom categories, and so much more with over 600 features!

MoneyWiz is often referred to as the “go-to” application by our customers.
Tired of comparing finance applications? Exporting data from one app to another to find the perfect one?
Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances. Launch it, grab a beverage of your choice and start actually enjoying working with your finances!

HOT OFF THE PRESS! CRYPTO SUPPORT!

Our latest release includes support for forex and crypto-currencies. MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set. You’re now able to see your entire portfolio, latest prices and your current net worth - all in one beautifully organized workspace!

SO HOW EXACTLY DO WE MAKE FINANCE MANAGEMENT EXCITING AND ENJOYABLE?
YOUR DATA COMES TO YOU!

With the Online Banking feature you don’t need to enter data manually (but you can!). Just connect to one of the thousands of banks we support and relax while MoneyWiz downloads and automatically categorizes transactions from your checking, credit card, savings, investment, forex and crypto accounts! On top of that, MoneyWiz uses proprietary AI algorithms to learn from your changes, so the more you use it the better auto-categorization becomes!

Not a fan of automatic online sync? Need to transfer data from another app? We’ve got you covered! You can still enter manual transactions with ease as well as import your transactions in
form of CSV, QIF, OFX, QFX and MT940 files!

CROSS-DEVICE SYNC THAT WORKS

You can use our amazing SYNCbits syncing service to ensure that you have your data with you at all times, on all devices! It allows for offline use too, and automatically detects internet connection to sync any changes made while offline.

YOUR DATA STAYS YOURS

We pride ourselves in our privacy-oriented approach. Any use of online services is optional but if you do decide to use them, rest assured that your data is protected with the best safeguards
and encryption methods available. Just take a look at our Privacy Policy!
Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication).

DEDICATED SUPPORT TEAM

Our support team is one of the most frequently mentioned compliments customers leave in the application reviews - and we couldn’t be prouder!

SUBSCRIPTION & PRIVACY NOTICE

We do not impose a limit on the number of accounts, budgets, regular or scheduled transactions you can create in MoneyWiz. However, you will need the MoneyWiz Premium subscription if you wish to sync other devices via SYNCbits and/or use the Online Banking feature. The subscription costs $5.99 per month, or $59.99 per year. A one month trial is available for the yearly subscription.
Your subscriptions 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 Use: https://wiz.money/support/terms-of-service/

What’s New

Version 3.2.1

Minor bug fixes

Ratings and Reviews

4.6 out of 5
15 Ratings
15 Ratings
Matwetwe ,

Great product and customer service

I have been using moneywiz for about 4 years. I find the product really good. It has user friendly interface, and their customer service is awesome. They respond faster then almost any other software supplier I have dealt with

Logan Poe ,

Finally Found the App I’ve Been Looking For

I have spent countless days, hours, and dollars searching for an adequate money management software. I’ve been through Mint, which has far too many adds and a clunky interface; YANB, which has the egregious flaw of not syncing with your online banking details; EveryDollar, which synced sporadically and has a poor desktop interface; and a few, more obscure others. I was becoming more and more sure that there were simply no decent money management apps on OS X. In my searching, I finally came across MoneyBiz. This app is simply phenomenal. It has everything such an app should have. It syncs with many banks flawlessly and quickly (through financial institutions Yodlee and SaltEdge), has a beautiful, easily navigable, informative interface. It provides you with analytics regarding your spending behaviors, from standard things such as categorized pie charts, to the much more sophisticated (utility bill forecasting? That’s freaking awesome.) It provides you will a bill calendar that sends you reminder notifications.I could keep going on about the incredible features of this app, but I would encourage anyone to simple go to the developers website and read about the features there. I can’t recommend this app enough. 5 stars.

Tramtrist ,

I wish it workd like they said

I want to give this app a 5-star review, but I can’t. There is one persistent problem that makes it less that ideal for tracking my bank account. I like to be able to look at my checking or savings account and get a real-time view of how much money I have in either. Unfortunately, pending items in either account don’t show up in MoneyWiz until after they have cleared my account, which means the data is usually about five days behind and the look-ahead featue in the calendar is ALWAYS wrong by 5 days worth of spending. I’ve reported this to MoneyWiz’ tech support several times, but they have not been able to fix it. What they do is punt the problem to Yodlee and say it's their fault, then never do anything about it. If there was another app that had (supposed) real-time bank data that actually worked, I’d switch.

The second problem is my monthly subscription keeps telling me it’s expired and requiring I re-subscribe. Then the next billl I get, I see I’m now double-subscribed and paying twice for the app. So, not knowing which subscription is working and which isn't, I have too cancel both subscription and wait for the resubscrib notice, and re-up. I’ve had to do this several times.

Developer Response ,

1. pending items do not always get loaded at once, some providers allow to load them, others only provide them once they become cleared at the online-banking side.
if your bank is supported by SaltEdge provider as well, you can connect via it in parallel.
2. please e-mail us if you have subscription issues after you cancel one of it.

Information

Seller
SilverWiz Ltd
Size
22.2 MB
Category
Finance
Compatibility
OS X 10.8 or later, 64-bit processor
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
Free

Supports

  • Family Sharing

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

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