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MoneyWiz 2024 Finance Tracker 4+
Spendings, Bills & Portfolio
SILVERWIZ LLC
-
- Free
- Offers In-App Purchases
Screenshots
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!
[ 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 £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
En conjunto la mejor app de finanzas personales
Llevo tiempo probando aplicaciones de este tipo ya que uso hace muchos años Ynab pero se han vuelto locos con el precio.
Definitivamente me voy a quedar con Moneywiz, me está encantando la aplicación y cuesta la quinta parte que Ynab. Aún me estoy adaptando porque cada una es diferente pero tiene grandes detalles como que coja los logos de las cuentas desde internet o que puedas adjuntar tickets a las transacciones.
Y, por supuesto, también hay alguna cosilla a mejorar. Me gustaría que arriba, donde indica el patrimonio neto también apareciera si hay dinero pendiente de asignar al presupuesto o si has asignado de más. Que visualmente, de un vistazo pudieras tener una mejor idea del estado general del presupuesto. Y que no redondeara las cantidades, tengo que entrar en cada categoría para saber exactamente cuánto tengo para gastar por ejemplo. Todo detalles menores.
En resumen, una app maravillosa con un precio justo. Muchas gracias por su buen hacer!.... y a seguir mejorando ;-)
Cada vez mejor!
Gran aplicación con la que puedes manejar, tus presupuestos, gastos, etc.. de forma sencilla y conectando directamente con tus entidades bancarias a través de sus servicios.
En algún momento he tenido problemas con la sincronización y sus proveedores de conexión. Pero SIEMPRE me han ayudado desde soporte y hemos acabado solucionando el error. ¡GRACIAS!
Developer Response ,
Gracias 🙏🏻
Sin duda la mejor
He instalado y desinstalado multitud de app de finanzas y esta es sin duda la mejor
Developer Response ,
Muchas gracias 😊
Subscriptions
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
Information
- Provider
-
SILVERWIZ LLC has identified itself as a trader for this app and confirmed that this product or service complies with European Union law.
- DUNS Number
- 080095695
- Address
- 535 Tananger Heights Ln San Francisco California 94523 United States
- Phone Number
- +1 9172939346
- hello@wiz.money
- Size
- 48.6 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 10.15.4 or later.
- Apple Watch
- Requires watchOS 8.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
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English, Belarusian, Bulgarian, Catalan, Czech, Dutch, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Spanish, Swedish, Traditional Chinese, Turkish, Ukrainian
- Age Rating
- 4+
- Copyright
- © SILVERWIZ LLC
- Price
- Free
- In-App Purchases
-
- Premium - 1 Month 5,49 €
- Standard - 1 Year 19,99 €
- Premium - 1 Year 54,99 €
Supports
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Family Sharing
Some in‑app purchases, including subscriptions, may be shareable with your family group when Family Sharing is enabled.