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!


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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

What’s New

Version 2022.2.1

* When a group of budgets is collapsed, if at least one of the budgets is overspent, the group will also display the alert badge.
* Settings window size is now bigger on iPad/Mac
* For Plaid connected investment accounts - a dividend reinvestment will now import as 2 transactions - one income and one buy.
* Various bug fixes

Ratings and Reviews

4.5 out of 5
758 Ratings

758 Ratings

BrandangoG ,

Love this app!

Former iBank/Banktivity user of 10 years here. I recently had my banktivity software crash on me and become unusable and my software was outdated and obsolete. After reading all the poor reviews of Banktivities newest software I started looking for an alternative. At first glance of Moneywhiz 21 I was a little intimidated. It looked clean but complicated compared to what I was used to. Bankitivity used to pride itself on looking like Apples aesthetics. Thats what hooked me back in the day. I dowloaded the app and to my surprise it gives you the ability to try the app in demo mode before subscribing. I played with it for a week with a mockup of my account and budgets and man was I stoked about how simple and intuitive it is!! It also runs like a dream on my new iphone 13. Also when you open it on a Mac it looks identical to your phone. Layout, colors, etc. even the cloud sync is flawless. I remember Banktivity being so complicated and you never knew when a glitch would occur during sync and you'd have to wipe it out and start over. That happened several times back in the day. Get this app you wont regret it!!! Im actually excited about goals and budgets again! P.S. Im also a new Robinhood user and having your brokerage linked to Moneywhiz 21 is super slick. All of you finances all in one place.

Developer Response ,

Wow thank you so much for the compliments 🙏 Happy Thanksgiving! 🦃

Damnedyankeelass ,

Best App and Customer Service Ever

I’ve been using MoneyWiz for years. I recently upgraded to MoneyWiz 3 so I could use it on my new PC, but was upset that the newer version separated my pending and cleared transactions. I found that to be confusing and emailed them to see if there was any way to integrate the two. They responded almost immediately that I could not do so in that version. They suggested that I get MoneyWiz 21, which is an annual subscription, but would allow me to integrate the two categories. Unfortunately, MoneyWiz 21 is only available in IOS, but I can use it on my phone and tablet, just not on my PC, and for me, that was the best choice. When I let them know that I wanted to switch, they immediately refunded my money and I went ahead and got MoneyWiz 21.

So, their customer service is outstanding. I have never been able to keep track of my funds using a check register and I have found MoneyWiz to be totally reliable and I depend on it. I don’t use any of the fancier features like syncing with my bank. I don’t want to know what my bank thinks I have; I need to work off of what I will have when all my bills and pending transactions are paid! But if you are financially savvy (I’m not) there are tons of features that can help you track investments etc.

Developer Response ,

Thank you so much 😊

K-dani ,

Finally a strong App that works

I love moneywiz 2020. My priorty was to use an app that downloads all my financial accounts and gives me a full picture of what i have and what is happening. There are a lot of services like this but none that function flawlessly. Quicken is slow and doesn't support all my bank accounts. Banktivity, personal capital, or Calrity Money also don't allow you to connec to all the banking and investment institutions--totally pointless for a financial app. Moneywiz offers three data aggregators, if one doesn't work for you, try the other. Finally, they have superb cutomer service. The response time to my emails and queries is so less than a few hours. sometimes within a few minutes. They care about the customer relationship. Be aware that there is no perfect financial app, because they all rely on another service to aggregate data from banking institutions. so their at the mercy of another provider, but they address any bugs or issues in connectivity immediately. i was able to get into al of my accounts (15 in cluding robinhood and webull) in a day or two. I tried all available apps and services, and this is the best hands down.

Developer Response ,

Thank you 🙏

Subscriptions

Premium - 1 Year
Unlocks banks sync and cross-device sync.
$49.99
Standard - 1 Year
Unlocks cross-device sync.
$19.99

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, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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