MoneyWiz 2024 Personal Finance 4+

SILVERWIZ LLC

    • 4,5 • 171 valutazioni
    • Gratis
    • Offre acquisti in-app

Descrizione

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!


[ GET 1 WEEK FREE TRIAL ]
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

Novità

Versione 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

Valutazioni e recensioni

4,5 su 5
171 valutazioni

171 valutazioni

Andrea Mädler ,

Perfekt, bestes App, dass ich fand

Gutes App wo alles drin ist was es für eine Buchhaltung braucht. Viele Möglichkeiten, sodass alle Bedürfnisse realisiert werden können. In der Schweiz kann man sich einfach nicht direkt mit der Bank verbinden - kommt evtl. mal später. Danke und weiter so!

Freelan69 ,

Soweit ok bis gut, aber

Man kann vieles machen, bei einigen Punkten muss ich nach wie vor den Kopf schütteln:
- Aktien, wenn man kauft und verkauft, wir nirgends der Gewinn / Verlust ausgewiesen.
- Budget: Juhui, nun auch mit Budget für die Einnahmen, war höchste Zeit. Nur gibt es nirgends ein Total, nur für die Ausgaben
- Listen/Reports: Nach wie vor keine klassische Liste für Bilanz und Erfolgsrechnung. Dafür x-unnötige Listen, welche auch nicht einfach zum Handhaben sind
- Seit Wiz 3 sind die "geprüft" Boxen weg. Man sieht also nicht mehr auf einen Blick, was okay ist und wo noch gewartet wird. Man muss extra in den Prüfungsmodus.
Summa sumarum: Man kann ruhig in Version 3 bleiben und spart viel Geld

Risposta dello sviluppatore ,

Hallo

Danke für die Rückmeldung. Ich wollte Sie nur wissen lassen, dass all diese Dinge auf unserer Aufgabe stehen und bald kommen werden!

Joerg hinder ,

Sehr gutes Finanztool

Gutes, anpassbares Tool.
Benutzes seit mehr als 5 Jahren jede Woche
CSV Importe sind toll und rasch gemacht.

-Auswertungen könnten besser sein (Downloads auf Excel).

Abbonamenti

Premium - 1 Year
Premium - 1 Year
Unlocks banks sync and cross-device sync.
CHF 54.00
Standard - 1 Year
Standard - 1 Year
Unlocks cross-device sync.
CHF 19.90

Privacy dell’app

Lo sviluppatore, SILVERWIZ LLC, ha indicato che le procedure per la tutela della privacy dell’app potrebbero includere il trattamento dei dati descritto di seguito. Per ulteriori informazioni, consulta l’informativa sulla privacy dello sviluppatore.

Dati collegati a te

I seguenti dati possono essere raccolti e collegati alla tua identità:

  • Informazioni finanziarie
  • Informazioni di contatto
  • Contenuti dell’utente
  • Identificativi

Dati non collegati a te

I seguenti dati possono essere raccolti ma non vengono collegati alla tua identità:

  • Dati sull’utilizzo
  • Diagnosi

Le procedure per la tutela della privacy possono variare, per esempio, in base alle funzioni che usi o alla tua età. Ulteriori informazioni

Supporto

  • In famiglia

    Alcuni acquisti in-app, compresi gli abbonamenti, potrebbero essere condivisibili con il tuo gruppo famiglia se “In famiglia” è attivato.

Altre app di questo sviluppatore

Ti potrebbe piacere

貔貅记账 - Pixiu
Finanza
Percento-Borsa italiana
Finanza
Money - Bilancio e spese
Finanza
MoneyThings - Finance Tracker
Finanza
Money Pro: Soldi e Spese
Finanza
MOZE 3.0
Finanza