MoneyWiz 3 - Personal Finance

MoneyWiz 3 - Personal Finance

expense, budget & bill tracker

1.5K ratings
50 reviews

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
MoneyWiz 3 - Personal Finance screenshot #1 for iPhone
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MoneyWiz 3 - Personal Finance screenshot #10 for iPhone
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About

Manage all your finances from one place. Connect to thousands of banks worldwide for automatic transaction categorization, or enter data manually. Track investments, create budgets, and generate reports across multiple devices.

Worldwide online banking support
Automatic transaction categorization
Crypto, forex, and stock investment tracking
Cross-platform sync
Manual transaction entry and import
Powerful budgeting and financial forecasting
Support for over 20 languages and all world currencies
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What users say

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What's New in MoneyWiz 3

3.8.12

September 11, 2023

Bug fixes

User reviews

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.
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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.
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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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User experience

🐞

Reported Bugs

3 issues

Recurring login and credential issues

Bug

Inconsistent app behavior across platforms

Bug

Incorrect or misleading transaction forecasting

Bug

Requested Features

5 requests

Improved mobile transaction entry and management

Feature

Customizable widgets and home screen integration

Feature

Enhanced budgeting and forecasting capabilities

Feature

Streamlined account reconciliation process

Feature

Expanded reporting and data visualization options

Feature

FAQ

What does this finance app do?

This app helps you manage all aspects of your money from a single platform. It offers features like automatic transaction categorization by connecting to thousands of banks globally, manual data entry, investment tracking for crypto, forex, and stocks, powerful budgeting tools, and financial forecasting.

How does the app handle bank connections and data?

The app supports worldwide online banking with automatic transaction categorization, accessing over 18,000 banks in more than 70 countries. If you prefer not to use online sync, you can also enter transactions manually or import them from CSV, QIF, OFX, QFX, and MT940 files.

Is this app free to use?

Based on the provided information, the app is listed with a 'free' monetization model and does not indicate in-app purchases or ads. Therefore, it appears to be a free application.

What platforms is this finance app available on?

The app is available for all major platforms and syncs automatically between all of your devices. This includes native apps for both desktop and mobile devices, ensuring your financial data is accessible wherever you are.

Can I track cryptocurrency investments with this app?

Yes, the latest release includes full support for crypto, forex, and stock trading investment accounts. You can sync automatic trades and view your entire portfolio, latest prices, and current net worth within the app.