Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz. MoneyWiz is the only personal finance app that can help you manage every aspect of your finances.
AT A GLANCE
+ Tracking for bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto;
+ Automatic download of new transactions through direct connections to your banks;
+ Cloud backup and automatic sync across your iPhones, iPads and Macs;
+ Advanced import features, so you can quickly move your data from other apps;
+ Military grade data security with 256bit end-to-end encryption;
+ Extensive tutorials and built-in support chat with a real humans!
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Check our extensive features today!
CONNECTED BANK ACCOUNTS
+ 40,000 banks in 55 countries via 4 data providers
+ Apple Wallet integration
+ Automatic detection of Transfers and Refunds
+ Automatic categorization with AI and learning
+ Get notifications for every new transaction
MANUAL ACCOUNTS
+ Track manually if connected bank accounts is not for you
+ Complete control over your transaction entry form
+ Post transactions in connected accounts too
+ Import OFX, QIF, CSV and MT940
ALL ACCOUNTS
+ Group accounts any way you want
+ Bulk edit
+ Reconcile against bank statements
+ Custom account icons
+ Multi-currency support with automatic refresh of currency rates
+ Archive old accounts
INVESTMENTS
+ Support for all your stock market investments, including stocks, options, bonds and more
+ Unmatched support for Crypto and Forex investments for a personal finance app
+ Handling for investments pre-IPO and pre-ICO
BUDGETS & GOALS
+ Versatile budgeting tools for various styles, including envelope budgeting
+ Group budgets anyway you want
+ Real time progress indicators
BILLS & SUBSCRIPTIONS
+ Get alerted when it's time to pay or get paid
+ Never forget a payment again
+ Tap on the calendar for instant Forecast based on your scheduled payments
REPORTS
+ Analyze your money with 30+ reports
+ Save reports for easy access in the future
+ Group reports any way you want
+ Export reports to PDF, CSV or print them
WEEKLY IMPROVEMENTS
Check out our version history and road map.
We deliver new improvements weekly, based on your feedback.
SUBSCRIPTION
We do not impose a limit on the number of accounts, budgets, regular or scheduled transactions you can create in MoneyWiz for free. However, you will need a subscription to enable certain features:
+ Premium subscription ($4.99/month or $49.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
+ Standard subscription ($19.99/year) enables multi-device sync with a MoneyWiz Cloud account
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.
LINKS
Roadmap: https://wiz.money/roadmap
Privacy Policy: https://wiz.money/privacy/
Terms of Use: https://wiz.money/toc
I have had repeated issues with this software that have not been addressed by their support team. They include: debits uplaoded as credtis and credits uploaded as debits after a recent software upgrade; no ability to change the password; and most frustirating - signing in on another deivce loaded up a version from months ago and resulted in hundreds of missing transactgions.Support refused to help in a meaningful way to get any problem resolved never mind on a timely basis. Avoid!!!
Developer Response
How transactions are recorder depends on how your bank and bank integrator report them. MoneyWiz simply reads the data it's given.You can change your password via the SYNCbits portal at https://syncbits.comThe other device - give it some time to sync and it will sync. If not, try reinstalling and making a clean sync.
cannot sync from Canadian bank
Richard_Y
It always shows an error when trying to fetch the data from Canadain banks: [PLErrorDomain] the operation couldn't be completed. (PLErrorDomain error 0.) (1000)The experience is terrible
Developer Response
Please contact our support at hello@wiz.money so they can relay this information to Plaid and hopefully Plaid will fix it. This is a Plaid error as the name of the error suggests (PLError stands for Plaid Error). Thanks.
Had high hopes
MeDoUzE
They don’t link my bank cards, plus don’t give the options to do so… unfortunately I lucked out due to it being Canada ..
Developer Response
For Canada we offer Plaid integration, but they may not support all banks in Canada. Unfortunately nothing we can do about that.
NOT FRIENDLY TO CANADIAN ACCOUNTS
VJ CDN
One Review from a year ago said it cannot sync to Canadian Banks, the Developer Responded, but obviously they ahve not worked on making this Canadian Friendly as only 2 Cdn banks are listed TD and BMO, not even the top 5 banks show like RBC, CIBC, Scotia so you have to import manually which is absolutly anoying.
* Optimized for iPhone Duo, folded and unfolded.
* New on Mac: connect Claude, Codex, ChatGPT, Cursor, or any other MCP-compatible app in Preferences so it can read your open MoneyWiz database, with one-click setup.
* Add transactions from Shortcuts, with optional category and tag pickers, including subcategories.
* Rebuilt bank reconciliation: matches transactions one to one even when posting is delayed, lets you fix several at once, and labels local-only entries more clearly.
* Redesigned P&L reports.
* New option to keep syncing with older versions of MoneyWiz, for devices that can't update (MoneyWiz Cloud only)
* Optional monospaced font for amounts in the transactions list, on by default.
* Faster forecast reports.
* Fixes for reconciliation filters after Bulk Edit, calendar transfer dates, Shortcuts balance refresh, imported payee names, Watch categories, and split scheduled payments.
Version 2026.42.1
Subscriptions
Premium - 1 Year
Unlocks banks sync and cross-device sync.
$79.99
Standard - 1 Year
Unlocks cross-device sync.
$34.99
The developer, SILVERWIZ LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
User Content
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
