MoneyWiz 2024 Finance Tracker 4+

Spendings, Bills & Portfolio

SILVERWIZ LLC

    • 4.8 • 44 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!


[ 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

4.8 out of 5
44 Ratings

44 Ratings

Loudsound ,

Best Finance app

Glad to have discovered this application while searching for a Finance app I can install on my Mac. I was able to successfully migrate my data from another app I'm using and never looked back. This is such a powerful app if you're looking to keep track of every transaction you do with your money. I don't mind the subscription if it is used for regularly maintaining the app and keeping it up to date with new features.

jun_tan ,

Nice

Moneywiz is a lifesave in terms of tracking your finances.

Keep up the good work.

I hope you release an option for Family Sharing.

Developer Response ,

🙏

Mawialvarado ,

WORTH IT!

I’ve honestly made a hobby out of finding the perfect finance app- and I have finally found it! A bit of a learning curve, but hang in there it gets worth it, I promise!!

Its already really good but I wish it had a few more features that I need

1. Repeating notifications for planned bills aside from the options listed- so you can be notified twice for a bill
2. Savings goals for emergency funds or a trip that you can deposit money into
3. Permission to add an expense without it being linked to an existing wallet. OR linking it to a shared/ another person
4. Share access to a budget with a family or household member so they can see your expenses
5. Improved UI? I love the simplicity of this app but an updated design wouldn’t hurt!

I’ve said a lot and I hope my suggestions are heard.

More power to you guys!!

Subscriptions

Premium - 1 Year
Premium - 1 Year
Unlocks banks sync and cross-device sync.
₱ 2,590.00
Standard - 1 Year
Standard - 1 Year
Unlocks cross-device sync.
₱ 979.00

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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