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!Long LONG time user.
I have used this app for years and years. I purchased it for both iOS and Mac. Now I am required to use THEIR sync cloud service for $25 per year, unlike most every other app that uses iCloud for syncing between devices. Very disappointing that a developer resorts to this level of non-service to customers, especially long time customers who are almost blackmailed into using THEIR cloud service. The amount of data I would lose if I didn’t use THEIR cloud now would be enormous. I feel betrayed!!! I would suggest looking elsewhere if I was just starting out to look for a check register app. Who knows, maybe next year they will decide to up the charge to use THEIR cloud to $50 or $75 or whatever then what, you will really be screwed! The fancy bells and whistles are just useless to me. All I want is to sync a check register, which now costs $25 a year when it should be $0.00 through iCloud!Show lessWdav
Great UI/UX but connections break for prolongued periods
This is by far my favorite finance tracking app that I've used (out of 4 that I've used extensively). I like that it's designed like a spreadsheet with nice UI/UX and that you can make changes in bulk.
The MacOS version has some bugs when it comes to selecting items, but otherwise it works rather well. The iPadOS and iOS both work great and syncing across platforms is reliable.
Where this app really fails, is that your connection to the financial institution may get broken without warning, and it can be a long time until it gets restablished. The developers really try to do their best to help, but they're ultimately relying on the support of third parties who are making the actual connection. As a result, I've been unable to sync with my main bank for several weeks, and have not been able to sync with one of my smaller banks for over a year. I was told that when it comes to my smaller bank, it's not likely to get fixed.
I really like this app, as it's both simpler and more robust than any other financial app I've worked with. If it wasn't for the spotty and prolongued connection issues, I'd give it 4 stars. If the selection bugs were fixed it would be 5 stars.Show lessAshes On A Sandwich
Best App and Customer Service Ever
I’ve been using MoneyWiz for years. I recently upgraded to MoneyWiz 3 so I could use it on my new PC, but was upset that the newer version separated my pending and cleared transactions. I found that to be confusing and emailed them to see if there was any way to integrate the two. They responded almost immediately that I could not do so in that version. They suggested that I get MoneyWiz 21, which is an annual subscription, but would allow me to integrate the two categories. Unfortunately, MoneyWiz 21 is only available in IOS, but I can use it on my phone and tablet, just not on my PC, and for me, that was the best choice. When I let them know that I wanted to switch, they immediately refunded my money and I went ahead and got MoneyWiz 21. So, their customer service is outstanding. I have never been able to keep track of my funds using a check register and I have found MoneyWiz to be totally reliable and I depend on it. I don’t use any of the fancier features like syncing with my bank. I don’t want to know what my bank thinks I have; I need to work off of what I will have when all my bills and pending transactions are paid! But if you are financially savvy (I’m not) there are tons of features that can help you track investments etc.Show lessDamnedyankeelass
Developer Response
Thank you so much 😊Great, but needs Biometric Login on Mac
I recently returned to MoneyWiz from Quicken as Quicken has seen little improvements over the years, yet has now almost doubled in price.
Some accounts are better at accurately providing up-to-date transactions, and some like my US Government Social Security account are either not supported or don't work very well, but at least MoneyWiz keeps updating.
But, now that Macs have had Touch ID for some time, please, please, please add that feature ASAP.
Quicken's iPad and iPhone apps still don't support Dark Mode while MoneyWiz does. I know to some that is merely a cosmetic thing, but on mobile devices, it really helps conserve battery, and since I use both apps late at night frequently, it also helps the eyes. Although reserchers say it helps when it comes time to go to sleep, I find it far more pleasant to use than Quicken's bright white and blue screens in the evening.Show lessFlyGuyTy1914
Multi Sync Engine
The marker has been flooded recently with personal finance apps. One of the challenges with a lot of apps is their reliance on sync engines. Most default to Plaid, which has its pros and cons. MoneyWiz however let’s you choose between Plaid as well as Yodlee, which enables a lot ,ore options. Sure, you have to fiddle a bit with what might work best, but by far, it’s one of the best things I’ve found from any of the personal finance apps. Yeah, the user interface could use a bit more polish, but at the end of the day data is where it’s at, and MoneyWiz connects you to the data.Show lessjustRod027
Love it
I am an experienced financial software user, starting with Quicken decades ago. I never liked the Quicken smartphone app as it was really a tag along to the desktop. I tried several smartphone apps, and finally found MoneyWiz (I used the older version first and eventually upgraded to the latest version). The program is totally reliable. I am a CPA and track both my personal and side business finances on MoneyWiz. The auto updates ALWAYS work, and every time I find what I think is a big, Paul responds very quickly to me and shows me that it isn’t a big, but rather I didn’t understand something (like the report date on one report wasn’t month end). I am a fanatic about accuracy and have spreadsheets set up the automatically update based on reports generated by MoneyWiz, and everything is always in balance. This was the first time I didn't have to change a money management program after first year or two!Show lessRichjlev
Love it but...
I moved from Banktivity couple of years ago after trying several apps. So far monewiz is my choice.
I understand this app still under continuos developing course. Theyr assistance is superb. If you write them, you mostly get an answer within few ours. I don't use connection with banks so I don't know how it works but I perfectly sink prices with all stocks and etfs (no funds).
What I miss from Banktivity (which I gave up for many reason) is the report part wich is poor and not much customizable. Also reconciling was a masterpiece in Banktivity.
This doesn't mean I regret the move; I am very happy and confident they will continue (as they do from years) to upgrade the app with time.Show lessFvno
