Description

Manage everything about your money from a single app. Sync with banks or manage accounts manually. Available for all major platforms and syncs between all of your devices automatically.

FEATURES HIGHLIGHT:

• worldwide online banking support with automatic transaction categorization and access to over 18,000 banks in over 70 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 £3.99 per month, or £39.99 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 3.7.9

Bug fixes

Ratings and Reviews

4.6 out of 5
1.1K Ratings

1.1K Ratings

CindyMKuehn ,

Recent and previous user

I was a long time Quicken user and recently came back to Money Wiz since the recent update. I had left Money Wiz because of Quicken’s easy to see forecast feature. Money Wiz has stepped up to plate and made me a convert again. I love the option to save locally, and look forward to the mobile version looking more like the Mac platform. The balance forecast being visible in transactions with one touch is what I needed to get me back. I can also get transaction updates right from my credit union, which did not work for me previously.
I have had some questions about how to solve minor issues and contacted support, and have gotten help promptly. I love it! I am still learning functions and how to get it to work the best way for me. I have not tried much with reports, but after I use it for a little longer, from what I remember from being a previous user, the reports I can run are full of information that can be very useful. I am only using the program to keep on top of bills at present and my balances. Anyway, I am back! Thank you Money Wiz!

Crop Guy ,

Horribly Confusing

What happen to the best checkbook and business checkbook app I’ve ever used? The latest update is terrible, it’s hard to navigate with the overly large fonts and clunky way the registers are setup up are a nightmare to navigate. It literally took me two hours to balance my checkbook because I couldn’t figure out what I was even looking at. It’s almost impossible to navigate back and fourth to each of my accounts, the colors also don’t help and you can’t even tell what’s posted verse pending. Turn down the colors take it back to a checkbook register not a arcade game, and make the font not so big, and either make the category avatars smaller or go away, then you might have something. I don’t want to switch but I may have to.

*update*
While their customer service is phenomenal the app is still lacking but it’s getting there. After the initial shock of the massive change that left allot to be desired but it’s wearing on me, the only massive issue left that I find extremely annoying is when you clear a charge it drops you down to the clear section. It needs to stay up top with your pending charges, she. Your done you can scroll down, Fix that and things will be looking up. Keep up the good work guys.

Developer Response ,

Hello and sorry to hear that you don't like the new update! We have many guides and tutorials available that will ease the transition into the new user interface. Please contact us at hello@wiz.money with RV-08144 in the message title so that we can share the guidance. Thank you!

t0pgun ,

Great finance system

I’ve been a Quicken/Mac user since the 1980’s. For the most part, the Mac desktop version is adequate. However, the mobile apps have very limited functionality, and the Quicken/Mac budgeting is terrible.

These are two of many areas where MoneyWiz 3 excels. Almost everything you can do in the macOS version, you can do in the iOS versions. And the budgeting process (both macOS and iOS) isn’t just a monitoring tool, it is an excellent planning tool.

I am still running in parallel, and there are things that work differently between the 2 apps, but MW3 is intuitive, well designed, stable and attractive. If I am away and I only have my iPhone or iPad with me, a can do anything I need to do on them. In fact, my iPad has become my preferred system to update and review my finances.

Information

Seller
SilverWiz Ltd
Size
92.6 MB
Category
Finance
Compatibility

Requires iOS 11.0 and watchOS 2.0 or later. Compatible with iPhone, iPad, and iPod touch.

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
4+
Copyright
Price
Free
In-App Purchases
  1. MoneyWiz Premium $5.99
  2. MoneyWiz Premium 1 Month $4.99
  3. Manual Transactions $4.99

Supports

  • Family Sharing

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

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