MoneyWiz 2024 Personal Finance 4+

Accounts, Money & Bill Tracker

SILVERWIZ LLC

    • 4.3 • 77 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 $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

What’s New

Version 2024.43.1

We fixed a few more bugs & crashes reported after our update adding support for Apple Wallet.

Ratings and Reviews

4.3 out of 5
77 Ratings

77 Ratings

_lunch ,

Complete but bad design

Among the lots of money apps there is, MoneyWiz is by far the best I tried.
The options are numerous to adapt to one’s needs.
It’s one of the only apps that is multiplatform (iOS only apps are ok to record purchases, but the screen is way to small to really manage money). I love to being able to see reports on my Windows business computer as well on my iPad and Mac.
Also, MoneyWiz is almost the only one able to let both members of a couple use the app with their own apple account with seamless sync.

But even if they obviously try to make it better, improvements are needed in the field of managing complexity.
The reports are ugly, as if they were designed by your nerd 60yo accountant colleague. I’m jealous of all theses other shiny apps (even if I know they don’t suit my needs)

I furthermore wish they were iOS widgets. This is a perfect solutions for quick record and reports.

Developer Response ,

Hi

Thank you for the feedback. I am happy to say that you won't be jealous for too long as this year we will do a complete overhaul of reports (and we'll make them shiny! :)), and iOS 14 widgets are also coming in a month or so.

Krastouf ,

Top!

J'ai commencé à utiliser MoneyWiz en 2015, alors que j'avais des difficultés à gérer mes finances. Je ne suis pas devenu plus riche, mais je gère beaucoup mieux depuis, avec une vision à long terme. Plus aucune mauvaise surprise, puisque j'ai une vue sur mes obligations mensuelles, semestrielles, annuelles. Je peux facilement comparer mes budgets, les adapter et ca me permet de dormir plus sereinement, sans crainte d'échéances oubliées. Les rapports, par bénéficiaire, par catégorie, appuyés par des graphiques barres ou camembert sont vraiment un plus! Pour info, je ne suis pas sponsorisé pour ce commentaire, puis que je viens de souscrire à l'abonnement annuel pour toute plateforme Apple pour 19,99€. ;-) Avant, j'utilisais l'application Iphone uniquement que j'avais achetée pour quelques Euros. Franchement, ça les vaut!

marc781 ,

Brol

Je betaalt 54 euro Voor NIKS , want je kan nog eens verbinding maken met je bank.
Veel succes

Subscriptions

Premium - 1 Year
Premium - 1 Year
Unlocks banks sync and cross-device sync.
54,99 €
Standard - 1 Year
Standard - 1 Year
Unlocks cross-device sync.
19,99 €

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 based on, for example, 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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