Robust, but UI is a bit dated. No widgets
Former paid MoneyWiz user, came back to see how development has progressed.
Was surprised to see they’ve switched to a subscription model, quite an expensive one too. Secondly, it’s still too slow to input transactions on-the-go via mobile phone. There hasn’t been enough attention to mobile user UX needs.
Most of my daily purchases are split across categories, grocery store, online etc.. will have groceries + pets + clothing in one receipt.. Yet there’s still no way to turn that on as my default. Lack of widgets is painful - apple have introduced amazing widget functionality over the past 2 years, this app still has Zero widget ability. That’s just a daily productivity deal-killer for me.
PROS: still one of the best FX handling apps. But it’s no longer the only one..
Pros: the reports are fabulous- great for detailed analysis.
Was surprised to see they’ve switched to a subscription model, quite an expensive one too. Secondly, it’s still too slow to input transactions on-the-go via mobile phone. There hasn’t been enough attention to mobile user UX needs.
Most of my daily purchases are split across categories, grocery store, online etc.. will have groceries + pets + clothing in one receipt.. Yet there’s still no way to turn that on as my default. Lack of widgets is painful - apple have introduced amazing widget functionality over the past 2 years, this app still has Zero widget ability. That’s just a daily productivity deal-killer for me.
PROS: still one of the best FX handling apps. But it’s no longer the only one..
Pros: the reports are fabulous- great for detailed analysis.
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Long time user.
I’ve used this app for years and absolutely love it. But having updated to MoneyWiz 3 because the new iOS update didn’t play nice with MoneyWiz 2, I feel like the developers are really reaching here. I under understand your employees have to eat but forcing a paid subscription just in order to switch to dark theme or to change the icon is a bit ridiculous. And not to mention Syncbits no longer works on the free version. I’m for real just want to say to heck with it and find another app. I just don’t use the other features like syncing with my bank to justify the price. I know my business and input really doesn’t matter compared to the many who do pay the price but I just needed to vent a little.
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Disappointed
I purchased MoneyWiz and have been using it since 2014. With the release of iOS 14 my MoneyWiz 2 started crashing after every transaction. So I updated to MoneyWiz 3. To my surprise they now want to charge me a subscription to back up to synbits? No thank you! I’ll look for something else before I pay a monthly fee. People that have been using you all these years should be grandfathered but as usual no loyalty to customers. You’re software got popular from us long time users via recommendations.
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Outstanding support
Long time user of MoneyWiz 2 and 3. As of late the application keeps crashing when I switch away from MoneyWiz 3 to another app, and then back to MoneyWiz 3 while entering transactions. Sent crash logs to support along with a video, reinstalled the app but to no avail.
After weeks of communications back and forth, I believe the issue has been resolved.
A quick reset of Syncbits by support and a software update, which may or may not be related to the issue, and we’re back in business.
After weeks of communications back and forth, I believe the issue has been resolved.
A quick reset of Syncbits by support and a software update, which may or may not be related to the issue, and we’re back in business.
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I give MoneyWiz 👍🏼👍🏼
I’ve found the MoneyWiz App by far superior to their leading competitors. Quick-fast transaction navigation, easy pairing with other devices. If you experience an issue, tech support response are within minutes. Not 24 to 48 hours like some competitors. That said, I’m patiently waiting for your check printing edition.
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Well...
UPDATE: They did respond to my emails and were great helping me! Thank you!
I liked using this app! It was great until I decided to purchase the month to month subscription. Soon after I did the system logged me off and I couldn’t log back in. I kept getting “invalid credentials” and when I tried to reset the password I got “you entered the wrong information.” Mind you all the information was correct! I tried contacting the developers and no answer. I’d really like my $4.99 back. I realized that using it without a subscription was better.
I liked using this app! It was great until I decided to purchase the month to month subscription. Soon after I did the system logged me off and I couldn’t log back in. I kept getting “invalid credentials” and when I tried to reset the password I got “you entered the wrong information.” Mind you all the information was correct! I tried contacting the developers and no answer. I’d really like my $4.99 back. I realized that using it without a subscription was better.
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Response from developer
Hi, We reply to every email we receive...can you please re-send it to hello@wiz.money if you haven't received a response from us by now?
Great App...could use a few improvements
This is really a great app and worth the annual fee, really good details and reports. I love it. The biggest improvement I wish they could fix is the automatic categorizing for repeat transactions. For instance, WalMart, my app, after more than a year of use should be able to know that WalMart transactions is not in the category of debt payment, or taxes, or electric bill. My internet company, RTC, should know that this is a internet bill by now, not grocery or eating out. If these could be learned, and automatically categorize into the most recently used category this app would be 💯
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Export .qif
Update 2:
An exported CSV file is not a specific financial file type, but rather just a plain text spreadsheet file that can contain anything. That makes importing a CSV file more complicated and error prone.
Importing a CSV file can only be done one account at a time and it is required that the account is already setup in the program prior to being able to import transactions. Also, split transactions cannot be imported from a CSV file.
Update 1:
As you said on April 13, 2015
“Re: QIF Export from MoneyWiz 2
Indeed this is something we are considering to add in the future updates of MoneyWiz 2 :) Can't tell you when exactly it will be ready as currently we are focused on fixing bugs, and improving stability and performance.”
Original:
I'm sorry. I will not use this product until you implement export to a .qif file. You promised it, and you haven't delivered.
An exported CSV file is not a specific financial file type, but rather just a plain text spreadsheet file that can contain anything. That makes importing a CSV file more complicated and error prone.
Importing a CSV file can only be done one account at a time and it is required that the account is already setup in the program prior to being able to import transactions. Also, split transactions cannot be imported from a CSV file.
Update 1:
As you said on April 13, 2015
“Re: QIF Export from MoneyWiz 2
Indeed this is something we are considering to add in the future updates of MoneyWiz 2 :) Can't tell you when exactly it will be ready as currently we are focused on fixing bugs, and improving stability and performance.”
Original:
I'm sorry. I will not use this product until you implement export to a .qif file. You promised it, and you haven't delivered.
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A lot of sync issues
I’ve been a happy MoneyWiz customer since i think 2015, but since moving over to version 3 I’ve had nothing but problems with my account reliably syncing between my devices. I would say at least once a month my iPad and Mac just stop syncing with my phone and it either takes a lot of trial and error on my part or an eventual support email where they have to reset my syncbits account. I’m very hesitant to move because I have to much historical data here that will likely be hard to properly import into a new system, but I’m about at the breaking point. If it were free that would be one thing, but I feel like I’m paying $50/yr for mediocrity.
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Love!
I was a longtime PocketMoney user but after latest update rendered it useless to me I came to MoneyWiz after trying many others. Even though I do everything manually, I prefer MW3 over MW2 because of the cleaner interface & expanded options. And even tho I was so very sad to leave PM, I must say that I absolutely LOVE the automatic syncing between devices so that I always know my balances.
Another feature that is very handy is the un/cleared red/green dot so that if you want to periodically compare your manual entries against the bank’s between monthly reconciliations to make sure you didn’t miss something, you simply tap the red dot to “check off” the entry & it turns to green so that you know you match the bank (or whatever you’re checking against).
The only thing I truly miss from PM is the ability to do a monthly reconciliation using the beginning/ending balances from my bank statements. Apparently this is a feature available only on the desktop version and my reason for only 4 stars (if possible I would have given 4.5). Otherwise it’s great!
Another feature that is very handy is the un/cleared red/green dot so that if you want to periodically compare your manual entries against the bank’s between monthly reconciliations to make sure you didn’t miss something, you simply tap the red dot to “check off” the entry & it turns to green so that you know you match the bank (or whatever you’re checking against).
The only thing I truly miss from PM is the ability to do a monthly reconciliation using the beginning/ending balances from my bank statements. Apparently this is a feature available only on the desktop version and my reason for only 4 stars (if possible I would have given 4.5). Otherwise it’s great!
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Fantastic app/fantastic support
I’ve been using MoneyWiz for years to keep track of expenses for tax purposes. Love it. With new iOS upgrade some down load features didn’t work. The support team worked me through a work around and within a short time had added the feature I was missing. I highly recommend this product.
Best financial tracking app I’ve ever used
For years I looked for a replacement for Quicken and QuickBooks because (1) I didn’t trust Intuit with my data, (2) I was looking for an app that supported peer to peer syncing between my devices so that I could always rely on having all my account information with me and the ability to enter new transactions anytime, and (3) I wanted something that could track my US and UK accounts equally as well (plus travel to Sweden, France and Spain too so lots of foreign translations) with currency conversion built in. I found this and more. The app is incredibly polished and easy to use. It’s literally my favorite app! The team at MoneyWiz are incredibly responsive answering all my questions so far within a couple hours.
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Great
I’ve tried several finance apps and this is by far the best. Some of those apps had a few good things each about them but this app has it all. The layout is fantastic, easy to use, customizable categories, budgets, accounts. It can be easy and basic or it can be super in depth and customized. Online bank syncing works way better than all the others. Really prompt costumer service. This sounds like an ad but I’m just very impressed with it.
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Long Time User - Poor sync support
I have been using MoneyWiz for three years now. During that time there have been issues and I have worked though them, because there are not many options since Quicken cant get it right. But this last round of problems have been the ultimate frustration. I have had account sync issues and have have been working with support for more than two months now to resolve the issues. I know they would say it’s out of their control because they use a third party for the syncing, but having no live support is not means you cant count on this software to maintain your day do day account balances, unless you can go days - weeks - months, not having some accounts syncing. MoneyWiz is not based in the US, and don’t keep US based hours for support, so every issues takes many hours to receive a response. I think its time to move on.
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Response from developer
For any questions please don't hesitate to contact us at hello@wiz.money with RV-22160 in the subject. we can't find your previous support ticket to check the investigation if any is ongoing as we don't see e-mail here. thanks!
Great finance system
I’ve been a Quicken/Mac user since the 1980’s. For the most part, the Mac desktop version is adequate. However, the mobile apps have very limited functionality, and the Quicken/Mac budgeting is terrible.
These are two of many areas where MoneyWiz 3 excels. Almost everything you can do in the macOS version, you can do in the iOS versions. And the budgeting process (both macOS and iOS) isn’t just a monitoring tool, it is an excellent planning tool.
I am still running in parallel, and there are things that work differently between the 2 apps, but MW3 is intuitive, well designed, stable and attractive. If I am away and I only have my iPhone or iPad with me, a can do anything I need to do on them. In fact, my iPad has become my preferred system to update and review my finances.
These are two of many areas where MoneyWiz 3 excels. Almost everything you can do in the macOS version, you can do in the iOS versions. And the budgeting process (both macOS and iOS) isn’t just a monitoring tool, it is an excellent planning tool.
I am still running in parallel, and there are things that work differently between the 2 apps, but MW3 is intuitive, well designed, stable and attractive. If I am away and I only have my iPhone or iPad with me, a can do anything I need to do on them. In fact, my iPad has become my preferred system to update and review my finances.
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Solid app, excellent support
Love the app (I also use the macOS desktop version). Love the ease of use and the features in the premium subscription service. Tried other other personal finance software, and MoneyWiz is by far the best. The sync between devices is seamless.
I’d love to see some cosmetic changes (such as color-coding, improved icon library, and easier transaction splitting) but completely satisfied with the core software.
MoneyWiz is not immune to occasional minor issues, but those have been cleared up by their dedicated support people. The most frequent cause of issues is out of MoneyWiz’s control: the online banking sync services Yodlee and Salt Edge. But MoneyWiz handles dealing with them, so as a MoneyWiz customer, I only have to talk to MoneyWiz.
I’d love to see some cosmetic changes (such as color-coding, improved icon library, and easier transaction splitting) but completely satisfied with the core software.
MoneyWiz is not immune to occasional minor issues, but those have been cleared up by their dedicated support people. The most frequent cause of issues is out of MoneyWiz’s control: the online banking sync services Yodlee and Salt Edge. But MoneyWiz handles dealing with them, so as a MoneyWiz customer, I only have to talk to MoneyWiz.
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Great product with outstanding customer service
I’ve been a MoneyWiz user for about 5 years and have always been impressed by the quality of the product, frequent feature additions, communication from the development team and customer service. Very often a response will come within an hour or two and unlike many other products, they are highly skilled and usually able to solve problems quickly.
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It Just Works
I use MoneyWiz on an iPad to keep track of all of my checking and credit card expenses, my future and recurring bills, and to project balances for future months using ledger and plotting. It does these things very well. The user interface is clean and easy to use. Entering and retrieving data are quick, easy and flexible. MoneyWiz offers good, prompt customer support.
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Love, love, love this app
I have been trying to track my expenses for years. Between my husband and I, we have at least 300 transactions a month.
Each time I open the app, it automatically downloads all our activity since the last time I used it. I created some new categories, deleted some preloaded categories, and was ready to roll. The app is intuitive, the icons are pretty, and support got right back to me when I had questions on how to more efficiently use the app.
I finally feel in control of my finances. Note - I did upgrade to premium. Very happy with this app and it’s actually fun to work with.
Each time I open the app, it automatically downloads all our activity since the last time I used it. I created some new categories, deleted some preloaded categories, and was ready to roll. The app is intuitive, the icons are pretty, and support got right back to me when I had questions on how to more efficiently use the app.
I finally feel in control of my finances. Note - I did upgrade to premium. Very happy with this app and it’s actually fun to work with.
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One of the best apps
I have had money wiz for years. Have tried other apps to keep track of my money. Being an accountant this is the best app that I have used. Plus the support people will get back to you in the same day. I have not seen that much with other apps.
If keeping track of your money, checking balance and budget this is the app you must have.
If keeping track of your money, checking balance and budget this is the app you must have.
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