Leave a Review MoneyWiz 2024 Personal Finance
Worth it
I had MoneyWiz a few years ago when I lived in the U.K. I tried many of the other options when I moved to the US. I found they were lacking the flexibility MoneyWiZ provided. I was happy to come back and see many improvements had been made and it seems to keep getting better. It’s great I am able to view both my US and U.K. accounts in one place. And keep a manual record of some other assets.Show lesshahsvshshsbdhd
The search is over!
I have tried literally DOZENS of finance apps out there over the years... this is the one you want. Not only has the software been updated regularly for years now, but the support has been great! When they made the switch to a universal app to support M1, I reported a bunch of bugs and issues... only for them to spend a ton of time going back and forth with me to iron them out. I appreciate the dedication!Show lessT.Meesseman
Switching from Buxfer
In many ways, Buxfer is more elegant and easier to use, but after 6 years, Buxfer is basically the same. They still don't have a paycheck entry and no way to mix and match income categories with expense categories. Well, MoneyWiz doesn't have these either, but they are promising to add them within the next couple of months. We shall see.
I don't like the way they do splits in MoneyWiz. You have to go and click on the categories you want, and then add the amounts and click lock and unlock as you go down the list. Seems clunky compared to Quicken, which is more intuitive.
I admit that MoneyWiz is nice to look at. I like the way they let you group accounts anyway you want. Might be nice to have subgroups. Advanced reconciliation is nice but not as nice as Quicken. I am going to sign up for a month or two to see if MoneyWiz delivers on their promises. It can be #1, but Quicken still rules the roost.
Oh, I almost forgot. Their support is great and they actually respond, which is way more than can be said for Buxfer and Quicken! It's why I am giving them a chance.Show lessSteve in Tuscaloosa
Developer Response
Thank you for the feedback! Indeed these kinds of splits are on todo 👍Just what I wanted.
Too many applications put too much emphasis on budgeting. I tried and discarded a number of supposedly competing apps. This is just what the doctor ordered. I want to see all of my transactions in all of my accounts. So far, fetching transactions automatically from my financial institutions has worked flawlessly. I love the look and feel… clean, elegant, simple, professional. They have a great implementation of account reconciliation which you can do right from here iPhone or iPad without the need to be executing a companion app on a desktop somewhere. Love it!Show lessPaul6062
DELETED EVERYTHING
I had a money tracker app that I paid for that was no longer supported by the latest apple updates, so I tried several apps looking for a replacement. I chose this app as I only wanted to track accounts offline and I really liked the layout. I loved using this app until today when I opened it and found that all of my accounts, transactions and information had been deleted! Now I’m back to square one and have to decide if I want to add everything back into this app and risk having it happen again, or look for another app, very frustrating!
I didn’t log out because I never logged in, I was using it in Demo mode as I was only interested in offline tracking. The description clearly states “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 enables bank sync and multi-device sync. Standard subscription enables multi-device sync.” I am not interested in the subscription features.Show lessMoney9000
Developer Response
Update: Demo mode is not intended to use MoneyWiz in it with your real data... as soon as you exit demo mode it deletes all the data, because, as the name suggests - it's demo data - automatically generated data to allow you to evaluate if MoneyWiz is right for you without the commitment of actually signing up and creating your own data. You can't use MoneyWiz 2021 without signing up for an account.Great, supported, financial app
After using a different product for more than 10 years, it’s new developer decided to change the model of the app, so I had to look for something new. After trying quite a few different ones, I landed on this one. It does most of what I need in a usable format. It has bells and whistles, but not too many to make the interface clunky or unusable. Plus they listen to feedback and implement changes and fixes quite often. Great developer, great app.Show lessjohnsoax
So far, so good
So far Money Wiz has been great. I do have a wish. I wish the recurring transactions option was more customizable. For instance my pay dates are not consistent, though the amounts are. It is all based on the calendar month. So if I could change that, the app would be perfect. Also, when syncing with my bank online I wish the transactions were better with matching up instead of duplicating would be nice.
Update: The payment to a loan is also wonky. I can’t transfer a payment and have it show as a payment, instead of an advance.Show lessDaoyee
Upgraded from MoneyWiz 2
Thanks to Apple iOS update I needed to upgrade. I chose the 2021 version as it is the most current. I subscribed to the standard choice. All 9 years of data synced over perfectly. I made some tweaks on how I wanted to view the data. The time-consuming part was updating all of the category icons with pictures. After completing my iPad, I then installed the app on my phone, logged in to SYNCbits and again, all data came in on my phone. This is wonderful to now have flexibility with use.Show lessMaggieKev
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
Great at first glance
I have been looking for a personal finance application and thought I had found it with MoneyWiz. Once I subscribed to their “premium” features it was simple enough to link all of my financial accounts in one place. I began to notice Money Wiz did not match my actual account balances for my individual accounts thus giving me wrong balances. I had to go in and change individual charges for most if not all my accounts to correct type of transactions. Since I have a multitude of accounts this was taxing and unwarranted for the price you pay. Furthermore, their budget/expense setup was too complicated for me. After a week of attempting to actually not only wanting the application but trying to make it work for me, I decided this app isn’t for me. It has great features and if it wasn’t for their few kwirks I would have kept it. 2 star rating because I actually liked the app.Show lessCarlosH1902
Developer Response
Edit 8 Feb 2021: Have you tried recent versions of MoneyWiz? We've made tons of improvements... Hi! Sorry to hear you had issues. If possible please email iliya@wiz.money with more information so we can address them. We release updates every week with new features and improvements and we really care incorporating feedback into updates.
