MoneyWiz 2024 Finance Tracker 4+

Spendings, Bills & Portfolio

SILVERWIZ LLC

    • 4.5 • 35 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

4.5 out of 5
35 Ratings

35 Ratings

Jimcolins ,

Upgraded to Money Wiz 2021

I have been using Money Wiz 3 since several years but never took the jump into their subscription service. Decided to do that recently and was very happy I did so. The upgrade was seemless. The UI is just fantastic. Wondered why it took me so long to even decide. I took the standard subscription as I prefer to manually do my tracking. Furthermore I am still not comfortable in storing my banking credentials yet. Only downside so far after using for 1 week and inputing new data is that the app lag quite a bit on the iOS mobile version. I did a restart on the iphone and the app seems to return to normal. Will see if the issue returns when more data are keyed in. Other than this, I am superbly happy with the app, and looking forward to further developement.

Developer Response ,

Thank you 😊 If you run into lag issues on iOS again please email us at hello@wiz.money so we can investigate.

Yogananth ,

Very reliable app

I’ve been using this app since Jan ‘13 and this app has been helping me track all my finance be it bank, cards or investment.

Though the UX can be improved a lot, it definitely solves the purpose.

I had to contact the support only a few times in the last 10+ years and support has been very helpful all the times.

DTHY73 ,

Splendid!

Been using MoneyWiz since 2015 (that’s how far back my data showed!) and it is a reliable power app to track and manage all my personal finances. The latest release is refreshing & exciting and I can’t wait to explore all the cool features. Data migration from MW3 to MW2021 is a breeze. Keep up the great work! You are the best. Period.

Developer Response ,

Thank you 😊

Subscriptions

Premium - 1 Year
Premium - 1 Year
Unlocks banks sync and cross-device sync.
S$ 73.98
Standard - 1 Year
Standard - 1 Year
Unlocks cross-device sync.
S$ 28.98

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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