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
Show less
What's New in MoneyWiz 2025 Personal Finance
2024.50.1
December 16, 2024
Last update for the year folks! This is just bug fixes to make MoneyWiz overall more stable (based on feedback we received from you).
Happy Holidays and we'll see you next year with exciting new features!
I can't use this when connected to my bank because if there's more than one transaction a day on the same account, they're shown in the wrong order in the app. I've contacted the developers about this and they say it's because my bank isn't timestamping the transactions correctly. Strange, because I've tried at least 3 other apps that connect to my bank and none of them have this problem Update April 2023 - just under b2 years later and still the same problem only now it’s with 2 banks. So neither shows up correctly but other apps don’t have a problem. Please ditch Salt Edge as you mentioned in 2021. Also all balances are wrong for both banks
Update February 2024 - now the problem persists over 3 different banks and balances are incorrect too. I've given up, I doubt they'll ever sort this out
Update December 2024 - not funny all transactions still appearing in the wrong order as I mentioned before, but they are also now being imported under the wrong date. The developer told me years ago they were looking to get rid of salt edge, I really wish I would because I would like to use this app but the import is useless.
Show less
Response from developer
Hi
I am sorry to hear about the bank sync issues. We'll probably be replacing SaltEdge with Plaid for UK banks this summer, so hopefully things will improve then. For most banks though, even SaltEdge works fine, but some banks indeed cause issues at times.