MoneyWiz 2024 Personal Finance

MoneyWiz 2024 Personal Finance

By SILVERWIZ LLC

  • Category: Finance
  • Release Date: 2020-08-12
  • Current Version: 2024.5.1
  • Adult Rating: 4+
  • File Size: 92.48 MB
  • Developer: SILVERWIZ LLC
  • Compatibility: Requires iOS 13.4 or later.
Score: 4.6
4.61226
From 1,581 Ratings

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 $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

Screenshots

Reviews

  • Comparison Monarch v MoneyWiz — Trial for both

    1
    By macsie
    This is my second attempt to load MoneyWiz. Last night it refused to allow me into the program so I cancelled the trial. Today, I tried again and it worked without a problem. I used APPLE both times; go figure. I like the screens and reports in MoneyWiz much better than Monarch. They are “clean” and easy to read but this is of no use if I cannot download my accounts — see below. Day 1 - Monarch downloaded all accounts I tried with a couple of PW glitches I had to fix. MoneyWiz will not download my Fidelity accounts; says Plaid can’t do it but Monarch DID download all my accounts sometimes offering me a second aggregator (MX and another) and I can see it all. So far, Monarch =1 MoneyWiz = 0 Paul got back to me and told me Plaid won’t sync with Fidelity. However, Monarch WILL by using something other than Plaid. This was NOT the only account that would not connect. I loved the reports but if I cannot get into all my accounts, what use are they? I took the time to write to for help. No answer. It took several days for Paul to answer. In the meantime, I cancelled the subscription. I was billed anyway for one year anyway. Now I am on the phone with Apple asking for a refund. I was told they would put in a REQUEST for a refund and I am telling them that that is NOT acceptable. Apparently, even though it was supposed to be a ‘trial’ I was billed right away. FRAUD! And, in any case, under US Law I was under the impression that a consumer had a period of time to cancel the purchase. I cancelled; I wrote to the developer telling him that I cancelled because the app won’t work with Fidelity. Apple says it is running a store. Well this customer is not very happy right now.
  • Updated Review

    3
    By The Peab
    3/19/24 - Please consider adding "envelopes", or "buckets", for monthly income distribution. Budgets are great for longer term money management, but "envelopes" get me ahead faster, month-to-month. Thank you. ----====---- 9/24/23 - I like using the app, but the promise of syncing I gave up on a long time ago. Even just a CC account will only hold sync temporarily and then require a complete reconnection. I did this over and over, thinking it would eventually get fixed or eliminated. I gave up on reliable and stable syncing several years ago and just the app as a manual ledger for several accounts, it works pretty well at that level. But, as I suspected would happen when "subs" started becoming a thing for software developers, things tend to actually decline in value and expectations, by me, get lower and lower. But, I think I see another developer doing something interesting and after years of using this software and, only getting partial fulfillment, (for $50/yr.), I'm going to go look at somebody else's offering. 3/10/21 - Just out of the blue sync is broken across devices. Yes everything is updated, I've logged out of my MW account and back in on all devices. This just can't happen, not even once. At this point it won't even hold changes I make on one device and as of March 12, 2021 none of my automatic transactions happened, not one.
  • So far enjoying the app

    4
    By ndieugal
    Recently started using this app when support for the previous one I had been using vanished,,, so far have been enjoying the features… would be awesome to add daily balances to accounts when using mobile version, unless this feature exists and I’m just not seeing how to activate it,,, Thanks!
  • Up to date

    1
    By Oh, come on, really?
    It's not keeping up with my transactions--the balance it's showing is days behind. There have been several transactions that aren't showing. I need up to date information.
  • Used for years

    4
    By MicPat1993
    Love this app, love that it syncs between all my devices BUT you took away the reconcile "enter balance" feature and never brought it back. It's been years and you promised....
  • Love this!!!!!

    5
    By Nightcanon
    Thank you. I tried this for about an hour and purchased it right away! Such a smart program you made. Wow! Please don’t change this too much. Thank you.
  • seem buggier than usual

    3
    By SSD❤️
    i've been complaining over multiple versions since upgrading to this new Moneywiz from the old version that mouse clicks frequently become upresponsive in the interface and there is no fix but to exit and re-open. It is incredibily frustrating, a regular occurance but nothing seems be done about it.
  • Best but ugly

    5
    By Imreallycute
    This app basically has the most function, while many other competitors don’t even support multiple currencies. But the UI is horrible. Maybe you can just copy the iOS design.
  • THE BEST FINANCIAL APP!!!

    5
    By CircleEyeGhost
    The best!
  • language support

    4
    By معاوية بن يزيد ال عمر
    I hope that the Arabic language will be supported

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