Leave a Review MoneyWiz 2024 Personal Finance
Great, BUT
Been using this app for about a year. Many great and frequent updates. Support has been great. Now for the BUT. I use Plaid at $50 per yr and it has been driving me crazy. Plaid decides when and if it will access your account for an update. Many times I have to wait two days to get an update to my account while the actual bank for credit card account has been updated 1-2 days. Sorry, MZ, love your app and would like to stick with you, but Plaid is not worth the $50 a year. 5 Stars for the app, minus 1 for Plaid. Update: Tried Yodlee for bank connection and it only allows so many connections per day, approximatley 1 per 8 hrs as far as I can tell. Just an FYI.Show lessBadBobB
Developer Response
Hey there Thank you for the feedback! Just a couple of questions: 1. Do you observe the same Plaid behavior for all accounts or just some? 2. Can you try re-linking one such account with Yodlee? Just delete the Plaid based account and add it again but select Yodlee as a provider, and see if it will refresh more frequently via Yodlee? Thanks!My Favourite App Period
MoneyWiz is a fantastic app that just keeps getting better. The team is always adding new features. I love how it syncs to all my devices and lets me not sync any of my info to servers I don't control or have no reason to trust. I used to use a more popular app that starts with a Q but every update I paid for then I wondered what I was getting for that money as they delayed mobile app functionality and sold my data all over the place.Show lessKevin Q
Best personal finance software, but bad institution connection and support
This is easily the best personal finance software. It is complex by definition, which may frustrate some, but it avoids the oversimplification of its competitors. Their business model is also FAR more trustworthy than options like Personal Capital or Mint.
That said, I have trouble connecting many of my institutions, despite having multiple routes to do so in the software. Accounts that connect succesfully in other software don't connect here. Support is friendly, but utterly unhelpful. I recognize that institution connection is a really difficult challenge for developers, but this is MoneyWiz's big downfall.
It's still the best, though, and I'm still subscribing. :)Show lessQohelet
best app for forecasting cashflow and future balances
This is by far the best app for forecasting cashflow and future balances, considering both recurring deposits like pay checks and regular bills, one-time scheduled transactions user can add for anticipated major expenses. That is a vital part of sound financial planning. Other apps show budgets and historical data, or average future balances, but not day-by-day all the way out for a year which is essential to ensure balances are kept positive and lets user decide how much can be put into savings/retirement accounts or when a shortfall might occur needing a reverse transfer or delaying a big purchase.Show lessmNY2
I love everything about this app, except sync.
Best looking app I’ve found. Intuitive, great functionality, well thought out and easy to use. I have it a go for a few weeks. The app unfortunately doesn’t keep up with my bank and is 4-5 days behind. I deleted everything and started over and it caught up, only to stop syncing again. Could be an issue with my bank, so it’s not a knock on Money Whiz. However I did trouble shoot and followed the instructions per the “do it yourself” help menu. That didn’t seem to work. Reached out to customer service and they sent me a link back to the websites help menu and to reach out if I had any questions. I don’t have time to mess with it. Moving on.Show lessJeremy M Thomas
No Running Balance
Despite the screen shots showing a running balance, which is an extremely basic feature, the app does not have a running balance (yes I selected it in the settings). I've been in touch with support and stopped receiving responses. Unfortunately, it means I'll need to stick with the piece of crap that is Quicken.
UPDATE : Reply to developer's response. Yes, like I said initially, I have selected this in the settings. I have uninstalled and reinstalled multiple times. There is no option for a running balance. I haven't received a solution to this problem that works.Show lessqmjen
Phenomenal app!
I have been using Moneywiz since MoneyWiz2 and each iteration has been amazing! This version is the best yet with the ability to view varying financial reports clearly and with multiple devices— I have a Mac, iPad and iPhone, so no matter which device I am on, i can get a clear view of my finances fluidly. I have not checked out the online banking options yet, as I am from a relatively small town and most likely my bank will jot be listed as an option, but I am sure it is amazing.Show lessKuroi Tsuki
Almost perfect
Downloads transactions seamlessly for several accounts from multiple financial companies.
Reconciliation has room for improvement with some transactions stuck in pending and several miscategorized (and hence generating accurate reports is tedious).
Overall very positive user experience with responsive support. A very unique product that actually keeps data private and does not try to sell additional services. Have used it for 2 years and it has definitely helped me streamline personal finances. Thanks..Show lesspjtxusa
Will not update accounts: Revised review
The layout is nice, and the interface is fairly user friendly. However, the app has not updated my balances in almost a month…reached out to the so-called customer care team via chat over 3 hours ago…crickets. I’m updating this review…it seems that the problem was not with the app, but with the connectivity platform. I did hear from the support team after I posted this review, and they were very good about keeping me informed. So thank you!Show lessunknownvoyager
Intuitive ideas, but needs much improvement
Love the idea and functionality of the app,, but needs much work.
1. Constantly downloads duplicates from online bank. One account from my online bank always has the wrong balance downloaded while another account from the same bank is correct. Had to delete 3 times that account and re-establish and it never gets it right. Syncing between devices are slow as well.
2. Also, could not import from quicken although I followed the instructions given to me from tech help. The app didn't do anything when tried to import.
3. Also, it would be good to have a complete mortgage account functionality - something like quicken has.
4. Also, you need to "cheat" if you want to add your properties as part of your assets - b/c you can't just add an asset that is not cash.Show lessdzsidzsi
Developer Response
Hi 👋 Thank you for your feedback. Let me address it: 1. Duplicates - that was a bug in this version. Please update to 2021.48 and this bug should no longer happen. 2. Import from Quicken - please email us a sample at hello@wiz.money so we can check it out. Usually Quicken does a terrible job at exporting data, but we can help with that. 3. On todo 4. Also on todo to have native asset accounts
