MoneyWiz 2024 Personal Finance 4+

Accounts, Money & Bill Tracker

SILVERWIZ LLC

    • 4,4 • 215 valoracions
    • Gratis
    • Ofereix compres integrades

Descripció

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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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 ($6.49/month or $66.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
+ Standard subscription ($26.49/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

Novetats

Versió 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

Valoracions i ressenyes

4,4 de 5
215 valoracions

215 valoracions

Itsmathieut ,

Do not buy!

I have had repeated issues with this software that have not been addressed by their support team. They include: debits uplaoded as credtis and credits uploaded as debits after a recent software upgrade; no ability to change the password; and most frustirating - signing in on another deivce loaded up a version from months ago and resulted in hundreds of missing transactgions.
Support refused to help in a meaningful way to get any problem resolved never mind on a timely basis. Avoid!!!

Resposta del desenvolupador ,

How transactions are recorder depends on how your bank and bank integrator report them. MoneyWiz simply reads the data it's given.
You can change your password via the SYNCbits portal at https://syncbits.com
The other device - give it some time to sync and it will sync. If not, try reinstalling and making a clean sync.

Richard_Y ,

cannot sync from Canadian bank

It always shows an error when trying to fetch the data from Canadain banks: [PLErrorDomain] the operation couldn't be completed. (PLErrorDomain error 0.) (1000)

The experience is terrible

Resposta del desenvolupador ,

Please contact our support at hello@wiz.money so they can relay this information to Plaid and hopefully Plaid will fix it. This is a Plaid error as the name of the error suggests (PLError stands for Plaid Error). Thanks.

VJ CDN ,

NOT FRIENDLY TO CANADIAN ACCOUNTS

One Review from a year ago said it cannot sync to Canadian Banks, the Developer Responded, but obviously they ahve not worked on making this Canadian Friendly as only 2 Cdn banks are listed TD and BMO, not even the top 5 banks show like RBC, CIBC, Scotia so you have to import manually which is absolutly anoying.

Subscripcions

Premium - 1 Year
Premium - 1 Year
Unlocks banks sync and cross-device sync.
$66.99
Standard - 1 Year
Standard - 1 Year
Unlocks cross-device sync.
$29.99

Privacitat de l’app

El desenvolupador, SILVERWIZ LLC, ha indicat que les pràctiques de privacitat de l’app poden incloure el tractament de les dades tal com es descriu a continuació. Per obtenir més informació, consulta la política de privacitat del desenvolupador.

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

Les pràctiques de privacitat poden variar, per exemple, segons les funcions que utilitzis o l’edat que tinguis. Més informació

Compatibilitat

  • En família

    Pot ser que algunes compres integrades, com ara les subscripcions, es puguin compartir amb el grup familiar si En família està activat.

Més d’aquest desenvolupador

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