Bug fixes

* HMRC Tax Digital reporting for self-employed and businesses. Requires Premium subscription. * Everyone can now migrate to iCloud (from MoneyWiz Cloud). No limits. * Investment holdings now show avg.cost basis * Demo accounts (for new customers) now show localized data * Bug fixes

* iCloud migration is now enabled for accounts with up to 25,000 objects. * Bug fixes

Bug fixes

* Improvements to the Attachments Browser (for iCloud Sync customers) * Refreshed UI for investment holding/crypto/forex details screen * Refreshed UI for Statistics card in investment/forex/crypto accounts * Added IRR (Internal Rate of Return) calculation for investment/forex/crypto holdings and accounts * Bug fixes

For customers who migrated to iCloud: - Log Out button - Attachments Browser (via Settings/iCloud) with force-resync of attachments if necessary - Setting to sync attachments on wifi only - Fixed a bug with restoring from an iCloud database file/backup For all customers: - Performance improvements - New font size setting (via Settings) - Ability to enable "Transfer Fee" field for transfer transactions (via Settings / Transaction Fields) - Fixed multiple places where fonts didn't scale according to settings - Fixed issue with PDF exports not including attached images - Various bug fixes Note from the MoneyWiz team: Customers with up to 10,000 data objects can now migrate to iCloud sync (via Settings / MoneyWiz Cloud / Migrate to iCloud). We will increase the objects threshold in several weeks and plan to completely remove it shortly after that so everyone can migrate to iCloud. In the meantime if you experience any bugs whatsoever, please report them to us at hello@wiz.money and we'll have them fixed for the next update. - The MW team

- !!! Some customers can now migrate to iCloud. Migrations are currently limited to customers with less than 10,000 objects. To initiate migration (or check how many objects your database has) go to Settings / MoneyWiz Cloud / Migrate to iCloud. - When editing an account, you can now trigger a full recalculation of balance if you suspect the balance is wrong - Ability to configure what the middle column of transactions list (iPad, Mac, iPhone in landscape) should show and allow you to edit quickly without opening the transaction - Category (default), Description, Payee or Tags - In Scheduled you can now configure what extra data the calendar should display - amounts, dots or nothing (off) - Automatic cleanup of history items (auto-suggestions in description). Items older than 365 days will auto-purge. - When exporting transactions to a CSV (via Accounts or Budgets) you can now select a period. Furthermore the exported files will automatically assume meaningful names. - Support for CAMT file imports - Many bug fixes

- !!! Some customers can now migrate to iCloud. Migrations are currently limited to customers with less than 10,000 objects. To initiate migration (or check how many objects your database has) go to Settings / MoneyWiz Cloud / Migrate to iCloud. - When editing an account, you can now trigger a full recalculation of balance if you suspect the balance is wrong - Ability to configure what the middle column of transactions list (iPad, Mac, iPhone in landscape) should show and allow you to edit quickly without opening the transaction - Category (default), Description, Payee or Tags - In Scheduled you can now configure what extra data the calendar should display - amounts, dots or nothing (off) - Automatic cleanup of history items (auto-suggestions in description). Items older than 365 days will auto-purge. - When exporting transactions to a CSV (via Accounts or Budgets) you can now select a period. Furthermore the exported files will automatically assume meaningful names. - Many bug fixes

- Ability to put the "+" button (to add transactions) back on the bottom. Configure via Settings / List of Transactions / Add button position - Significant performance improvements - Refactored the code & database to prepare for upcoming iCloud sync - Improved error handling for exchange rate service outages - Bug fixes

* Completely redesigned and more powerful instant Forecast view (available when you tap & hold on a date in the Scheduled section calendar) * Rebuilt the Scheduled section from 0 for better performance, stability and visuals * Scheduled transactions now support list view and tiles view among all platforms (iPhone, iPad, Mac) * Overdue scheduled transactions will be displayed in red * Ability to show/hide info cards and search bars in Accounts, Budgets and Scheduled. Configure via new settings menu in Settings / Info Cards. * Search tokenizer now uses semicolon for separating search tokens * Improved local database encryption, managed by OS * MoneyWiz now uses the OS defined way of displaying currencies in amounts * Ability to sort Payees and Tags either alphabetically (default) or by usage. This makes it easier to see popular payees & tags earlier in the list for faster selection. Configure via Settings / Payees and Settings / Tags. * Ability to create Adjust Balance in the past (i.e. ability to set a date, instead of assuming Today) * iPad/Mac - in the list of transactions, if the category of the transaction shows in the middle column, you can now tap it to quickly change it * For credit card accounts, if you tap the account icon (from the list of transactions view), you will now see a bar chart representing the spending for the past 6 months in addition to all the other data in there. * Lots of visual refinements * Bug fixes

Happy New Year from the MoneyWiz team. We hope you enjoy this big update with new features and tons of refinements, improvements and fixes. If you experience any issues please email us at hello@wiz.money so we can have them addressed for next week's update. Thank you! NEW FEATURES: * On iPad/Mac - ability to switch between tiles & cards view in Scheduled * Ability to group Scheduled transactions by Date, Period or just remove grouping altogether. * Tap on the calendar to jump to that date. Tap & hold for instant Forecast * Ability to configure the info cards in Accounts, Budgets and Scheduled * New info card view in Accounts - "Investments Today" which shows you how much your investments/crypto portfolios changed today (value and %) * Ability to set custom avatar from Photos, for your MoneyWiz Cloud account (via Settings / MoneyWiz Cloud) * Tokenized search for transactions. For example you can enter Apple then comma and then enter search by another criteria. For instance "Apple, >100, >01/01/2024" will show all transactions that have Apple in their description, payee, memo or category of value greater than 100, recorded after Jan 1st 2024. You can also search by date intervals like "01/01/2024-01/01/2025" or specific dates by just entering the date without any signs. * Ability to export budget transactions to CSV * Pull down in the list of transactions to create a new transaction - only works on iPhone for accounts not connected to online banking * Ability to configure the buttons in the toolbar. Added a new button group in the toolbar so you can quickly filter transactions by status (cleared, pending, upcoming) * New budget progress historical view when browsing a budget * The sidebar on iPad/Mac is now resizable * Swap accounts button when creating a transfer transaction (it quickly swaps the from & to accounts) * New setting - open transactions in side panel. If enabled, new/edit transaction will open in a side panel instead of modal view on iPad and Mac * iPhone only - tap on the navigation button at the bottom bar to scroll to top or go back to the main section * iPhone only - full landscape support * When browsing the list of transactions through the Accounts section you can now click/tap on the account for more info and quick actions. * Apple Wallet support added for United Kingdom * Ability to see the transactions in archived accounts (via Settings / Archived accounts) OTHER: * Bug fixes * Lots of small UI refinements * Improved app load performance, fixed unresponsive UI shortly after app start * Dramatically improved transactions search performance * Completely refactored Scheduled section using native controls for significant performance and UI improvement * Refactored & improved performance of transaction cells, leading to faster loading of transactions and smoother scrolling when browsing a large list of transactions * Improved search of transactions performance * Migrated the Accounts and Budgets section to native navigation controller with integrated search bar * Bottom navigation bar is now all native * Upgraded to native Split View on iPad/Mac with ability to resize * Migrated all search bars and navigation controllers to native * Fixed issue with SaltEdge being unable to connect new account

Happy New Year from the MoneyWiz team. We hope you enjoy this big update with new features and tons of refinements, improvements and fixes. If you experience any issues please email us at hello@wiz.money so we can have them addressed for next week's update. Thank you! NEW FEATURES: * On iPad/Mac - ability to switch between tiles & cards view in Scheduled * Ability to group Scheduled transactions by Date, Period or just remove grouping altogether. * Tap on the calendar to jump to that date. Tap & hold for instant Forecast * Ability to configure the info cards in Accounts, Budgets and Scheduled * New info card view in Accounts - "Investments Today" which shows you how much your investments/crypto portfolios changed today (value and %) * Ability to set custom avatar from Photos, for your MoneyWiz Cloud account (via Settings / MoneyWiz Cloud) * Tokenized search for transactions. For example you can enter Apple then comma and then enter search by another criteria. For instance "Apple, >100, >01/01/2024" will show all transactions that have Apple in their description, payee, memo or category of value greater than 100, recorded after Jan 1st 2024. You can also search by date intervals like "01/01/2024-01/01/2025" or specific dates by just entering the date without any signs. * Ability to export budget transactions to CSV * Pull down in the list of transactions to create a new transaction - only works on iPhone for accounts not connected to online banking * Ability to configure the buttons in the toolbar. Added a new button group in the toolbar so you can quickly filter transactions by status (cleared, pending, upcoming) * New budget progress historical view when browsing a budget * The sidebar on iPad/Mac is now resizable * Swap accounts button when creating a transfer transaction (it quickly swaps the from & to accounts) * New setting - open transactions in side panel. If enabled, new/edit transaction will open in a side panel instead of modal view on iPad and Mac * iPhone only - tap on the navigation button at the bottom bar to scroll to top or go back to the main section * iPhone only - full landscape support * When browsing the list of transactions through the Accounts section you can now click/tap on the account for more info and quick actions. * Apple Wallet support added for United Kingdom OTHER: * Bug fixes * Lots of small UI refinements * Improved app load performance, fixed unresponsive UI shortly after app start * Dramatically improved transactions search performance * Completely refactored Scheduled section using native controls for significant performance and UI improvement * Refactored & improved performance of transaction cells, leading to faster loading of transactions and smoother scrolling when browsing a large list of transactions * Improved search of transactions performance * Migrated the Accounts and Budgets section to native navigation controller with integrated search bar * Bottom navigation bar is now all native * Upgraded to native Split View on iPad/Mac with ability to resize * Migrated all search bars and navigation controllers to native

Our redesign & refactoring efforts continue in this update. We've updated the following: * Table view of transactions (toggle between table & card view) on iOS * Settings redesign (+ added a search bar so you can deep search the various settings) * Reports partial redesign (+ added a search bar so you can quickly find reports to generate or saved reports) * Accounts, Budgets and Scheduled - redesigned to use native navigation controller. Moved the "+" button in it. Redesigned the search functionality. * Restored the info cards in Scheduled on iPhone. * New transaction, account, budget, group screens * Migrated the file import process to new navigation controller (for CSV, QIF etc files) * Most modal screens have been updated to the new style of navigation controls We also fixed some bugs that got reported. Please let us know if we missed a bug in this update and it will get squashed on the next one. Please notice that this will be a multi-update effort spanning at least a month...we will continue refining the interface and experience, but in the meantime some screens may look the old way and some - the new way. We thank you for your patience and hope to see you excited by this endeavor to bring MoneyWiz to the latest iOS/macOS visual standards. Thank you! - The MoneyWiz team

Our redesign & refactoring efforts continue in this update. We've updated the following: * Settings (+ added a search bar so you can deep search the various settings) * Reports (+ added a search bar so you can quickly find reports to generate or saved reports) * Scheduled - redesigned to use native navigation controller. Moved the "+" button in it. Redesigned the search functionality in Scheduled. Restored the info cards on iPhone. * New transaction, account, budget, group screens * Most modal screens We also fixed some bugs that got reported. Please let us know if we missed a bug in this update and it will get squashed on the next one. Please notice that this will be a multi-update effort spanning at least a month...we will continue refining the interface and experience, but in the meantime some screens may look the old way and some - the new way. We thank you for your patience and hope to see you excited by this endeavor to bring MoneyWiz to the latest iOS/macOS visual standards. Thank you! - The MoneyWiz team

We begin a MoneyWiz redesign to bring it up to modern standards. A lot of the MoneyWiz UI was custom built many years ago without using native controls which were unavailable at the time. We're now refactoring MoneyWiz from the ground up to use native controls as much as possible and will be working on doing that over the next couple of months. This is the first update of this sort - we've modified the top bar at the list of Accounts, Budgets, Scheduled and Reports and we've re-created a lot of the Settings screen using native controls (more to come). We also squashed a few reported bugs. If you find any issues please report them at hello@wiz.money so we can fix them asap. Thank you and happy holidays from the MoneyWiz team!

We begin a MoneyWiz redesign to bring it up to modern standards. A lot of the MoneyWiz UI was custom built many years ago without using native controls which were unavailable at the time. We're now refactoring MoneyWiz from the ground up to use native controls as much as possible and will be working on doing that over the next couple of months. This is the first update of this sort - we've modified the top bar at the list of Accounts, Budgets, Scheduled and Reports and we've re-created a lot of the Settings screen using native controls (more to come). We also squashed a few reported bugs. If you find any issues please report them at hello@wiz.money so we can fix them asap. Thank you and happy holidays from the MoneyWiz team!

* We've fixed a bunch of bugs reported to us over the past couple of weeks. Mostly visual bugs. * We also made improvements for MoneyWiz for iPad: - It now properly works with external displays - It now shows the same menu bar as the Mac version of MoneyWiz * Performance improvements - faster app start and experience. Lower usage on CPU, memory, disk and internet. * You should also notice sensibly faster sync performance due to ongoing improvement efforts both on the backend and in MoneyWiz. * Improved visuals of PDF generated reports * Improved performance of transactions search * Improved visuals in Scheduled section on iPhone Happy Holidays from the MoneyWiz team! Coming soon: For our UK customers - HMRC Tax Digital integration (pending HMRC approval once we submit).

* We've fixed a bunch of bugs reported to us over the past couple of weeks. Mostly visual bugs. * We also made improvements for MoneyWiz for iPad: - It now properly works with external displays - It now shows the same menu bar as the Mac version of MoneyWiz * Performance improvements - faster app start and experience. Lower usage on CPU, memory, disk and internet. * You should also notice sensibly faster sync performance due to ongoing improvement efforts both on the backend and in MoneyWiz. Happy Holidays from the MoneyWiz team! Coming soon: For our UK customers - HMRC Tax Digital integration (pending HMRC approval once we submit).

* New app icon (+ new alternative icon...if you want to use the old icon just go to Settings and you can select it) * Renamed to MoneyWiz 2026 * Bug fixes

* Glass UI adaptation (more enhancements to come soon) * Bug fixes

Bug fixes

Bug fixes

Bug fixes

New setting in Settings / Online Banking. You can now set strategy for detecting duplicate transactions coming in from online banking. The default strategy is "Standard" which is what you've experienced so far. You can set Aggressive if you are seeing duplicates. With the Aggressive strategy MoneyWiz will assume that two transactions of the same amount within 3 days of each other are the same transactions and will skip importing as duplicate. Notice this may not be suitable for people who frequently make the same transaction (like a Starbucks coffee every morning for example) as it may lead to missed transactions.

* MoneyWiz can now analyze your transactions and automatically find bills (repeatable transactions). Just go to the Scheduled section, scroll down and tap the button to initiate the search. * Bug fixes