There is no calendar in the app so anything just crowd together.
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.
• 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
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
We do not impose a limit on the number of accounts, budgets, regular or scheduled transactions you can create in MoneyWiz. However, you will need the MoneyWiz Premium subscription if you wish to sync other devices via SYNCbits and/or use the Online Banking feature. The subscription costs $5.99 per month, or $59.99 per year. A one month trial is available for the yearly subscription.
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.
What's New in Version 3.7.9
VPP Device Licensing
iOS 11.0 or later
iPhone 5s, iPhone 6, iPhone 6 Plus, iPhone 6s, iPhone 6s Plus, iPhone SE, iPhone 7, iPhone 7 Plus, iPhone 8, iPhone 8 Plus, iPhone X, iPhone XR, iPhone XS, iPhone XS Max, iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, iPhone SE (2nd generation), iPad (5th Generation) Wi-Fi, iPad (5th Generation) Wi-Fi + Cellular, iPad (6th generation) Wi-Fi, iPad (6th generation) Wi-Fi + Cellular, iPad Pro, iPad Pro (Cellular), iPad Pro (9.7-inch), iPad Pro (9.7-inch) (Cellular), iPad Pro 12.9-inch (2nd generation), iPad Pro 12.9-inch (2nd generation) Wi-Fi + Cellular, iPad Pro (10.5-inch), iPad Pro (10.5-inch) Wi-Fi + Cellular, iPad Pro (11-inch), iPad Pro (11-inch) Wi-Fi + Cellular, iPad Pro 12.9-inch (3rd generation), iPad Pro 12.9-inch (3rd generation) Wi-Fi + Cellular, iPad Air, iPad Air (Cellular), iPad Air 2, iPad Air 2 (Cellular), iPad Air (3rd generation), iPad Air (3rd generation) Wi-Fi + Cellular, iPad mini Retina, iPad mini Retina (Cellular), iPad mini 3, iPad mini 3 (Cellular), iPad mini 4, iPad mini 4 (Cellular), iPad mini (5th Generation), iPad mini (5th Generation) Wi-Fi + Cellular, iPad (7th generation) Wi-Fi + Cellular, iPad Pro 11-inch (2nd generation), iPad Pro 11-inch (2nd generation) Wi-Fi + Cellular, iPad Pro 12.9-inch (4th generation), iPad Pro 12.9-inch (4th generation) Wi-Fi + Cellular, iPod touch (6th Generation), iPod touch (7th generation), Apple Watch Series 4
English, Belarusian, Bulgarian, Catalan, Chinese, Czech, Dutch, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Turkish, Ukrainian
Fantastic program. Having worked as a book keeper for many years, I like my personal finances organised like my work finances. Money Wiz gives me insight into my finances and the flexibility of multiple report templates with easy customisation. Highly recommended.
Have been using g this for 6months after using YNAB for 10years. It works great, although importing my old ynab data didn’t work as well as planned, now it’s set up though it’s awesome. Well done.
Having used MoneyWiz since it’s 1.0 days, I’ve been really happy with the MacApp and find it extremely intuitive. When switching from Mac to iOS the user interactions and flows aren’t the same. Understanding that it’s a different device and different interactions but for anyone switching between the two it’s easy.
Interface is clean and sleek but doesn’t reflect the Mac app, I’m struggling to do the basics with it.
The iPad version is a little better.
I have tried, to varying degrees, over a dozen different ‘personal finances’ apps, and this is clearly one of the best and probably the best value for money IMO.
It has enormous flexibility around how you use it, so people with different approaches and objectives should all be able to get what they need from it.
It’s also one of the most ‘professional’ looking apps, rather than one relying on lots of big blocks of colour (which certainly works for some people, but not what I was after).
Solid piece of software with only an occasional nasty bug.
Connects directly to your bank account, which is a little scary but very convenient. I am assured by the software developers that this is secure, and I am happy to pay for this feature with cash rather than my privacy. Well done MoneyWiz.
Automatic classification of transactions is a hit and miss, mostly miss. Learning feature seems to be entirely based on name matching so if you buy bread from Woolworths and classify it as groceries, next time you buy petrol from Woolworths it will be classified as groceries. Hunting down misclassified transactions is very time consuming, so it was faster to turn that feature off altogether and just classify manually.
The software is not capable of detecting transfers between two accounts, even in the same name and at the same back. It will be entered twice, once as withdrawal from one account, and once as a deposit in another. This will mess up your total income and spending sums. You can once again manually hunt down these transactions and change them to transfer, but then you have to also find the matching transaction on other end and delete it or you will have a double deposit or withdrawal. Also very time consuming.
All in all, while there is plenty of room for improvement, it saves more time than it consumes, and subscription is reasonably priced, especially as it favours privacy over analytics.
A solid 3 stars - works as expected with some annoyances.
Good app I have synced between computer and phone. It’s better than me using excel spreadsheet like it’s the 90’s
I have been using MoneyWiz3 for 6 months - moving from the Australian version of Quicken. Excellent functionality across 3 apple devices, including online connection to transaction accounts. Smart categorization ( it learns). Still lots of functionality to explore. I have used their support twice and amazing response. Acknowledge the issue, advice on what infor they need, and the issue is turned around promptly. Which make me think they are serious and will continue to develop and support the product.
I am using this app for a long time and it makes a difference! I am better with my money, can save more and getting out of debt. All because of this app.
Have been using MoneyWiz 2 for last few years and was very happy with it , so decided to upgrade to MoneyWiz 3. Bought both the versions on iOS and MacOS ( they aren’t cheap btw ), so far the interface is cumbersome , syncing only works if it has to. Whenever I transfer the funds into different accounts or receive any payments , it always goes to “ pending “ and I always have to manually “ clear “ them. I agree the aesthetic of this version is far superior than its predecessor , however not the functionality. I wish I could go back to previous version and get my money back.
Been using MoneyWiz for more than 3 years. It just works for me. Support (rarely needed) is prompt and of high quality.
I love this app and have been using it for years.
It has made me understand exactly where all my money is going, and keeps a good record for my tax agent to claim the most I can.
Keep up the good work.
I’ve been using this app for a while and for the most part it’s been excellent. However, the one area is seems to continually fall over in is sync.
I’ve had to wipe and re-sync individual devices dozens of times, and most recently something has caused a few of my accounts’ balances to go out, but since I’ve got years of data in there I really don’t have the time to go through and work out what’s wrong this time.
I have been using MoneyWiz for a couple of years and upgraded to Premium recently. So happy with the support on changing over. Means I can ditch Windows and do everything on Apple.
Are you guys joking ? The app does not even let me get past the security feature to verify I am human - I just keep getting asked to endlessly click on images.
Complete fail - money back please !
The combination of bank feed, auto categorisation (even if it only works about half time) and cloud-based sync to all our iOS devices has dramatically reduced the amount of time and improved convenience over our previous Quicken solution. Some of the accounting concepts are unusual (I will never understand why I can't just use a negative sign to reverse an income or expense amount), but I can get the information that I need easily.
This app is seriously what I've needed for so long. I use it across watch, phone and Mac, and it has taken the stress out of keeping on top of my finances!
I used the online accounts to pull in my transaction history (plus an OFX file for more history) - so easy. Categorising transactions is simple to do, and reconciling is a breeze as well. I've now loaded in expenses I know are coming up, set budgets to help track spending, and for the first time really feel like I have a good handle on where it all goes!
If you're looking for an app environment to help you get on top of your finances and stay there, this is it.
After using a Reckon software for 4 years and being frustrated by its inflexible features, I had almost given up on someone solving my personal finance tracking needs. I am on the road full time and use multiple currencies, multiple back accounts and want to carefully track my daily, weekly, monthly budgets. The tool allows that with relative ease. The customer service when I have a problem or don't know how to correctly use a feature I'd second to none.
This is an excellent App.
I have found a bug though. When I run a Net Worth projecto report it only picks up some transactions. Misses lots