• MoneyWiz 2 - Personal Finance 1
  • MoneyWiz 2 - Personal Finance 2
  • MoneyWiz 2 - Personal Finance 3
  • MoneyWiz 2 - Personal Finance 4

MoneyWiz 2 - Personal Finance

Simplify your financial life with MoneyWiz.Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That’s MoneyWiz
- the world’s most powerful and beautiful finance software.
MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more.

HOW CAN MONEYWIZ HELP YOU?

● ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management!

● GET OUT OF DEBT : We’ve built MoneyWiz in a way that makes it easy to see the complete picture of your finances, yet be able to narrow down where they can be optimized so you can get out of your debt!

● NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. MoneyWiz will make sure that never happens again. Set up all your bills to get reminders and forecasting.

● PROPER FORECASTING : Have you wondered how much more you have to pay until the next paycheck, or which accounts may not have sufficient funds for your bills? MoneyWiz will tell you with a tap of a button!



FEATURES HIGHLIGHT

● ACCOUNTS: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash or Online Banking.

● BUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.

● BILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.

● WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (
* optional service, requires subscription)

● TRANSACTIONS ENTRY: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. It makes transaction entry as fast as it can be!

● REPORTS: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money.

● DASHBOARD: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen.

● SETTINGS: Configure MoneyWiz to fit your needs. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more.

● PROTECTION: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it.

● SYNC: Connect multiple devices with SYNCbits – the cloud sync that does everything automatically – from sync, to conflicts resolution. SYNCbits has banks level security and it’s completely free!

● IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.

SUBSCRIPTION & PRIVACY NOTICE

To connect to your bank, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year.MoneyWiz is integrated with 3rd party data aggregators to provide the Online Banking feature.

Category : Finance

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Reviews (25)

Abd. R. Mar 20, 2020     

I've been using this app across the apple platform for years and it's been great. As with all money apps it depends on your discipline in entry. Now I have an android phone I'm also using it across platform. Syncbits works really well to keep everything sync'd across all devices. I've not really used too many other money apps but of thise I've used this has been the best.

Bra. C. Oct 4, 2018     

I tried using the premium version but when I put my bank details in, it kept saying "unexpected variations, please try again in a few days". I've now wasted the entire free trial period due to this error, and I will not be continuing with this app. This is a real shame as I liked what the app had to offer, but unfortunately it just didn't work.

iai. s. Dec 8, 2019     

This is easy to use with multiple accounts and syncs easily between multiple devices including iOS and Android. I don't use the online banking sync that's offered by moneywiz. Highly recommended

Mik. G. Mar 19, 2021     

After update when you edit your transactions the app crashes and tells You to open moneywiz again.If I could give it minus stars. I would rated -5*. You have to wander why this happens after the release moneywiz 3 ???????? Go figure. ( both ios & android ) I will start using the rock solid app ( Anmoney App ) It is not supported any more, But it is dependable

Pau. W. Dec 29, 2020     

Very easy to use and set up. I just wish the app on Chromebook worked more like the desktop version did on my MacBook and not as if it's on a mobile device.

喬. Oct 3, 2018     

I am a subscribe user. Data does not sync between devices as they claimed. Support staffs don't read emails they just copy and paste their FAQ to you which makes even more mess. Worst of all I loss part of my data because the staff replaced my new data with an old one I sent her a week ago. Ridiculous company.

Ala. Z. Jan 22, 2021     

Excellent in presentation, functionality and operating options, also great when syncing multiple devices for making entries in different situations

Dav. 6. Dec 17, 2021     

used this for year but cant now get it for my new laptop. Dont want to upgrade to mw3 as i only use it for manual entry. would give 5 stars but now its only worth a 3 star rating.

Che. S. Jun 28, 2020     

No sync happening only 1 entry synced but none after that please help as I just copied the program on my office mobile from there only 1 item synced as that ha my all data

Chr. H. Feb 13, 2019     

Was working great, now my fingerprint scanner doesn't work. Galaxy S9+

Ada. B. Oct 15, 2019     

Great way to keep checking account balance across multiple devices.

She. W. Sep 19, 2018     

Bought this and it stopped syncing

A. G. u. Feb 5, 2019     

Look at the dates of the reviews. The have removed all of the recent review because this app when to h*** in a hurry!

N. 5. Aug 27, 2020     

Decent for manual entry Have a careful look at their support before handing over your account details and syncing your accounts

A. G. u. Mar 29, 2019     

Remaihs stable and suppoted

Rob. P. Dec 21, 2018     

great app I use it faily

The. A. Feb 19, 2019     

Good, using it 5 years already

Nan. E. P. Jan 15, 2019     

Good application

Jea. B. Aug 26, 2018     

Thank you very much. You have been very helpful. I have found all the apps extremely helpful in keeping my finances in order. I have been using moneywiz since 2013 but on my mac, I am now using windows so needed to get moneywiz 2. Didn’t realize I had downloaded the upgrade of moneywiz 3. I would definitely recommend this app for all devices.

Wis. M. K. Jul 12, 2018     

Despite all the issues I had and still have with this app and the frustration I'm feeling with the latest update breaking my back key to exit, I'm changing my rate up to 3 stars only because of the time dedicated by Iliya to interfere and fix my problems. Its a gesture much appreciated from a main owner / developer. Hopefully other issues will be sorted out soon as promised so that I'll go back to 5 stars.

Raf. P. Nov 1, 2018     

Unfortunately, though the app is almost complete in terms of features, it's lagging way behind on the graphical design compared to most similar apps. Quite stable but maintenance is a disaster: the pricing is a nightmare to understand, and generally expensive. Development is unreliable and the team never respects the announced updates (several months late). There is no longer a way to suggest improvements, which is a critical mistake: customer are not listened and this is NEVER a good idea. Otherwise on the up side, the support service is responsive.

Art. P. Jul 5, 2018     

Newer review: stop asking to thumb up or down. I already did that long ago. One star for poor implementation of that. New review: Turned on moneyWiz from old from and old out of sync Dara phone. completely took over the new. Old review: Lost all of my data on the phone when support suggest to desync the phone and create a new account. New account wiped out all my data on the phone

A. G. u. Dec 21, 2018     

I have been using this app for 5yrs. I switched to another app a few months back but went back after I learned about moneywiz 3 but still waiting for the standard version to be released. It's great, reporting is accurate and syncing well too.

Phi. H. Oct 17, 2018     

I've been using the app for many years now and during my learning I made many mistakes. The support is outstanding and quick. I don't make a many mistakes now but recently I did. Support is still outstanding.

Ste. S. Sep 4, 2018     

I don't use the subscription service since online banking is not really available in Japan, but the multiple platform synchronization is great. I use it with Android, iPad, iPhone and Mac and Windows PC.