MoneyWiz 3 - Personal Finance 4+

expense, budget & bill tracker

SilverWiz Ltd

    • 4.7 • 1.4K Ratings
    • Free
    • Offers In-App Purchases

Description

Manage everything about your money from a single app. Sync with banks or manage accounts manually. Available for all major platforms and syncs between all of your devices automatically.

FEATURES HIGHLIGHT:

• worldwide online banking support with automatic transaction categorization and access to over 18,000 banks in over 70 countries,

• crypto, forex and stock trading investment accounts with automatic trades sync,

• cross-platform sync with native apps for your desktop and mobile,

• manual transaction entry & bank statement import for those who prefer to do manual bookkeeping,

• powerful budgets, transaction scheduling, financial forecasts and reporting,

• translated into more than 20 languages, support for all world currencies, multi-level custom categories, and so much more with over 600 features!

MoneyWiz is often referred to as the “go-to” application by our customers.
Tired of comparing finance applications? Exporting data from one app to another to find the perfect one?
Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances. Launch it, grab a beverage of your choice and start actually enjoying working with your finances!

HOT OFF THE PRESS! CRYPTO SUPPORT!

Our latest release includes support for forex and crypto-currencies. MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set. You’re now able to see your entire portfolio, latest prices and your current net worth - all in one beautifully organized workspace!

SO HOW EXACTLY DO WE MAKE FINANCE MANAGEMENT EXCITING AND ENJOYABLE?
YOUR DATA COMES TO YOU!

With the Online Banking feature you don’t need to enter data manually (but you can!). Just connect to one of the thousands of banks we support and relax while MoneyWiz downloads and automatically categorizes transactions from your checking, credit card, savings, investment, forex and crypto accounts! On top of that, MoneyWiz uses proprietary AI algorithms to learn from your changes, so the more you use it the better auto-categorization becomes!

Not a fan of automatic online sync? Need to transfer data from another app? We’ve got you covered! You can still enter manual transactions with ease as well as import your transactions in form of CSV, QIF, OFX, QFX and MT940 files!

CROSS-DEVICE SYNC THAT WORKS

You can use our amazing SYNCbits syncing service to ensure that you have your data with you at all times, on all devices! It allows for offline use too, and automatically detects internet connection to sync any changes made while offline.

YOUR DATA STAYS YOURS

We pride ourselves in our privacy-oriented approach. Any use of online services is optional but if you do decide to use them, rest assured that your data is protected with the best safeguards and encryption methods available. Just take a look at our Privacy Policy!
Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication).

DEDICATED SUPPORT TEAM

Our support team is one of the most frequently mentioned compliments customers leave in the application reviews - and we couldn’t be prouder!

SUBSCRIPTION & PRIVACY NOTICE

To enable all features, you need to purchase MoneyWiz. We offer two options:
* MoneyWiz Premium - subscription that enables everything on all devices. Costs $49.99/year or $4.99/month.
* MoneyWiz Standard - one time payment. Sold separately for each platform (pricing varies). Enables SYNCbits (cross-device sync) but NOT online banking.
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.

Privacy Policy: https://wiz.money/support/privacy-policy/
Terms of Use: https://wiz.money/support/terms-of-service/

What’s New

Version 3.8.6

* Fixed the issue where some investment holdings will show incorrect prices
* Other bug fixes and minor improvements

Make sure you check MoneyWiz 2022 (just search the App Store for it) for the latest version of MoneyWiz with tons of new features, much refined design and more.
For any issues please e-mail us at hello@wiz.money. Thank you!

- The MoneyWiz team

Ratings and Reviews

4.7 out of 5
1.4K Ratings

1.4K Ratings

CindyMKuehn ,

Recent and previous user

I was a long time Quicken user and recently came back to Money Wiz since the recent update. I had left Money Wiz because of Quicken’s easy to see forecast feature. Money Wiz has stepped up to plate and made me a convert again. I love the option to save locally, and look forward to the mobile version looking more like the Mac platform. The balance forecast being visible in transactions with one touch is what I needed to get me back. I can also get transaction updates right from my credit union, which did not work for me previously.
I have had some questions about how to solve minor issues and contacted support, and have gotten help promptly. I love it! I am still learning functions and how to get it to work the best way for me. I have not tried much with reports, but after I use it for a little longer, from what I remember from being a previous user, the reports I can run are full of information that can be very useful. I am only using the program to keep on top of bills at present and my balances. Anyway, I am back! Thank you Money Wiz!

Crop Guy ,

Horribly Confusing

What happen to the best checkbook and business checkbook app I’ve ever used? The latest update is terrible, it’s hard to navigate with the overly large fonts and clunky way the registers are setup up are a nightmare to navigate. It literally took me two hours to balance my checkbook because I couldn’t figure out what I was even looking at. It’s almost impossible to navigate back and fourth to each of my accounts, the colors also don’t help and you can’t even tell what’s posted verse pending. Turn down the colors take it back to a checkbook register not a arcade game, and make the font not so big, and either make the category avatars smaller or go away, then you might have something. I don’t want to switch but I may have to.

*update*
While their customer service is phenomenal the app is still lacking but it’s getting there. After the initial shock of the massive change that left allot to be desired but it’s wearing on me, the only massive issue left that I find extremely annoying is when you clear a charge it drops you down to the clear section. It needs to stay up top with your pending charges, she. Your done you can scroll down, Fix that and things will be looking up. Keep up the good work guys.

Developer Response ,

Hello and sorry to hear that you don't like the new update! We have many guides and tutorials available that will ease the transition into the new user interface. Please contact us at hello@wiz.money with RV-08144 in the message title so that we can share the guidance. Thank you!

Crankydave74 ,

Excellent App for Documenting you Expenses

Tried numerous apps before I found MoneyWiz. I wanted an app where a can record my checking, savings, credit card and other accounts along with scheduling up coming bills and payments so I always know where I stand. You can create different categories and split transactions to show what was spent on multiple categories like groceries, clothing and sales tax. The app has great reporting capabilities and you can creat your own. I created one I call cash flow that can show me months out what my balance in my checking account will be. I have not figured out the budgeting function yet. But I really don’t have a need at this time. Highly recommend you go the premium route after you try it out for a while.

App Privacy

The developer, SilverWiz Ltd, 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

You Might Also Like

Finance
Finance
Finance
Finance
Finance
Finance