Leave a Review MoneyWiz 2024 Personal Finance
Best finance app
I’ve been using MoneyWiz since December 2014. I tried many other finance apps before landing on MoneyWiz. MoneyWiz suits my needs because I can use it without connecting it with my bank account (I’m probably part of the minority that prefers to manually enter transactions and reconcile them). I also appreciated how I was able to import previous transactions I was storing in spreadsheets. MoneyWiz and definitely evolved over the years and it’s been for the better. While I’ve only encountered a handful of issues over the years, the MoneyWiz support team has been right there for me when I needed them. MoneyWiz Support has always been prompt and courteous when working to resolve issues. I’ve been a long time MoneyWiz user and look forward to continue using it for years to come.Show lessDavid Levine
Great Product, Excellent Customer Service
I have been using Quicken Mac for quite some time now, but I feel that the software is becoming too complex and not as user-friendly as it used to be. Recently, I switched to MoneyWiz and found it to be an excellent alternative. Although I did face some trouble with one of my banks, the customer support team, especially Paul, was very helpful and is helping me with the issue. I was also impressed with their communication throughout the process. It's hard to find a business that values communication with its customers, but MoneyWiz exceeded my expectations. Overall, I highly recommend MoneyWiz to anyone looking for a user-friendly and customer-focused financial management software.Show lessrookierev
This app is a mess.
I was trying to move from another app because I need a better way to do my budgets; I have about 3 years of transactions stored in the other app, which can export to CSV and QIF.
First mess happened when I tried to connect my accounts online. I was dissappointed when I noticed only 20% of my accounts can be linked to the bank (and btw is the 20% I use the less), the other 80%, including big firms like HSBC and Apple Card need to be handled manually, which makes it not worth buying the premium plan. For the 20% of accounts that I was able to connect online, second mess, because all the transactions are wrong: final balances are adjusted to match the current balance, but if you go a couple of months in the past there are dozens of missing transactions and wrong types (e.g. a payment to a credit card shown as an expense in the credit card)... all of these accounts coming from 2 different banks (PayPal and Chase) turned out to show balances of hundreds of dollars in the previous months (I wish I had that credit limit!). And finally, importing QIFs and CSV is another mess: this app does not like times or negative values. When importing a QIF, about half of the transactions I imported (out of hundreds of them) were multiplied by 100, so I had to manually go to each one to adjust the value.
Then there's also the thing about the 7-day trial... that's only about enough time to finish importing everything.Show lessDarth Reisender
Developer Response
Hi Darth! How is it going now? If anything is not yet set or you found any issues after several months of usage, please contact us at hello@wiz.money with more details!