MoneyWiz 2024 Finance Tracker 4+

Spendings, Bills & Portfolio

SILVERWIZ LLC

    • 4.5 • 259 Ratings
    • Free
    • Offers In-App Purchases

Description

Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz 2021. 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
+ 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 £48.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
+ Standard subscription (£19.49/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

What’s New

Version 2024.17.1

* Ability to select "No tag" as a filter option for budgets
* Increased font in Breakdown reports
* Ability to sort the compare budgets report by amounts or alphabetically
* Bug fixes

Ratings and Reviews

4.5 out of 5
259 Ratings

259 Ratings

CountryAussieGirl ,

Best Money App EVER!

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.

Developer Response ,

Thank you so much!!! 🥰

Z@#!ticked ,

Unstable and unreliable

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
**

Developer Response ,

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...

linepaper ,

Pretty good with room for improvement

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

Developer Response ,

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.

Subscriptions

Premium - 1 Year
Premium - 1 Year
Unlocks banks sync and cross-device sync.
$81.99
Standard - 1 Year
Standard - 1 Year
Unlocks cross-device sync.
$28.99

App Privacy

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

Supports

  • Family Sharing

    Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.

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