MoneyWiz 2024 Personal Finance 4+

MONEYWIZ is excellent, don't heisistate to get it, it is the only one that hasn't disappinted me.
I run a small private practice, have a husband a kids and this is the best app.
I can set up my accounts how I want, savings accounts to manage cashflow cycles, set up budgets that warn me when I'n getting close to spending the months allowance, it has os many features.

I neve write reviews, but this app deservces it.

Over the last 15 years I've tried many online money apps but I've always ended up not using or they weren't able to be customised to how I wanted to work my accounts and budgets. I was a bit sceptical last year during lockdown as I decided to try and find the budgetting app that worked for me (AGAIN!) and went through about 6 ,including re-trying one I've used before. Nothing cut it, until I started working with Moneywiz. I decided to do the trial, and it worked so well we ended up purchaing it. HAVE NOT REGRETTED IT FOR A SECOND!
I've now been using it continusiousyl for a year and with the latatest update it's just gotten better.
I LOVE it and HIGHLY recommend it.

Thank you so much!!! 🥰

Had been using Moneywiz since Version 1 and it was progressing but had it's flaws, now it has become so unreliable and buggy I've switched to a completely different platform. Not sure what's happened, been in contact with developers who say everything has to be working but let me tell you it ain't. Bank Feeds drop out for no reason and need to be re-established, starting balance needs adjusting regularly when, as the developers tell me, it shouldn't. Moneywiz has lost the plot....I'm out
** Thursday 10 December: In response to the Developers. I have been through this very issue with your support before. 3 other platforms I've trialled use Salt Edge with my Bank without any difficulty at all (and one of my other banks that Moneywiz can't) I'm not one to give up easily and I've been patient and persevered hoping that the issue would resolve it self but nothing I've tried has worked. This includes complete rebuilds, uninstall and start from scratch, the whole shooting match.... I'm still out
**

Sorry to hear you are disappointed. If you can refer to the support ticket describing your issues I can perhaps advise what to do, but chances are the issue is related to your bank and our data provider not playing ball together.

Edit: Have you tried recent versions of MoneyWiz? We've made tons of improvements...

I’ve owned Money Wiz 2 before this and was nearly swayed by v3 till I heard it’s no longer supported beyond bug fixes

UI was sometimes an issue on the earlier versions yet here it’s much improved although there’s still room for improvement. When selecting a category for a budget there’s no option for ‘videogames/gaming’ nor is there even a controller icon. Surely this is popular enough to be an option?? There’s an option for apps, why not gaming?

Adding stuff like scheduled bills is a little weird, if there’s a future bill in a few weeks it’ll automatically take it out of your manual entry credit card even if you mark it as pending. This is confusing because the payment hasn’t even happened yet! So why does it affect my balance when it shouldn’t?

Also when creating a budget to be put into a group the group icon options are all grouped together, it’s not even ordered properly and is simply hundreds of icons in a random assortment. Please put the icons in actual groups with headers separating each

And finally unless I’m mistaken there’s no option for an interest rate for my long term savings account if I’m choosing the manual entry method that’s not synced to my bank. Needs a monthly, bi annual and annual interest rate option

Thank you, all noted. My comments:

* Icons for categories and budgets will be updated later this year.
* About the future bills - I believe you've probably enabled the Forecast mode, so that future transactions show up and you see how they change the balance. You can disable it by tapping on the filters & sort button in the search bar (when browsing a specific account's transactions)
* Interest rates - we are not doing that for now, because for this to work properly it relies on accurate data, up to the day. For people who enter transactions manually, if they get even one date wrong, it will make the calculations yield wrong results. I would recommend you enter interest payments as scheduled incomes with 0 amount, and just enter the amount each month.