Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz 2021. MoneyWiz is the only personal finance app that can help you manage every aspect of your finances.
AT A GLANCE
+ Tracking for bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto;
+ Automatic download of new transactions through direct connections to your banks;
+ Cloud backup and automatic sync across your iPhones, iPads and Macs;
+ Advanced import features, so you can quickly move your data from other apps;
+ Military grade data security with 256bit end-to-end encryption;
+ Extensive tutorials and built-in support chat with a real humans!
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Check our extensive features today!
CONNECTED BANK ACCOUNTS
+ 40,000 banks in 55 countries via 4 data providers
+ Automatic detection of Transfers and Refunds
+ Automatic categorization with AI and learning
+ Get notifications for every new transaction
MANUAL ACCOUNTS
+ Track manually if connected bank accounts is not for you
+ Complete control over your transaction entry form
+ Post transactions in connected accounts too
+ Import OFX, QIF, CSV and MT940
ALL ACCOUNTS
+ Group accounts any way you want
+ Bulk edit
+ Reconcile against bank statements
+ Custom account icons
+ Multi-currency support with automatic refresh of currency rates
+ Archive old accounts
INVESTMENTS
+ Support for all your stock market investments, including stocks, options, bonds and more
+ Unmatched support for Crypto and Forex investments for a personal finance app
+ Handling for investments pre-IPO and pre-ICO
BUDGETS & GOALS
+ Versatile budgeting tools for various styles, including envelope budgeting
+ Group budgets anyway you want
+ Real time progress indicators
BILLS & SUBSCRIPTIONS
+ Get alerted when it's time to pay or get paid
+ Never forget a payment again
+ Tap on the calendar for instant Forecast based on your scheduled payments
REPORTS
+ Analyze your money with 30+ reports
+ Save reports for easy access in the future
+ Group reports any way you want
+ Export reports to PDF, CSV or print them
WEEKLY IMPROVEMENTS
Check out our version history and road map.
We deliver new improvements weekly, based on your feedback.
SUBSCRIPTION
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 (£4.99/month or £48.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
+ Standard subscription (£19.49/year) enables multi-device sync with a MoneyWiz Cloud account
Your subscriptions will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings.
LINKS
Roadmap: https://wiz.money/roadmap
Privacy Policy: https://wiz.money/privacy/
Terms of Use: https://wiz.money/toc
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In-Apps
Premium - 1 Year
$81.99
Premium - 1 Month
$7.99
Standard - 1 Year
$28.99
Screenshots
User Rating
4.53 out of 5
193 ratings
in Australia
5 star
143
4 star
31
3 star
5
2 star
6
1 star
8
Ratings History
Reviews
Reliable IOS
I have be even using money wiz versions for quite a few years now and not had too many issues with it. Its been very reliable across all my iOS devices with regular updates ect . I like the ui, as it is easy to navigate without all the fan fair , only thing I think that could be improved is getting Money wiz 3 on windows, I have not had much success with this not really sure why maybe my fault but otherwise great app for price. Would like to see a new version some time in the future as it defiantly made my finances a lot easier to manage.
Crypto currencies
First time ever see app that allows to manage and track crypto other than securities and foreign currencies.
Looking forward improvement, same categories can be use both income and expenses.
Also able to view investment report in total for all investment accounts including view both realised/unrealised investment and dividends to calculate ROI over selected period.
Need to extend to integrate with more SEA banks.
Balance
This is an amazing app. Tracks my spending perfectly. Future reoccurring transactions as well is really good. Helps me make a decision to spend the extra as I can see if I need the money sitting in the bank for direct debits. Keeps a running balance which is great and future balance.
The only thing is the balances displayed when first going into the app isn’t the figure you have sitting in the bank at that moment. I’d like to see the current balance.
Great App for People that Look after Their Money
I have tried many finance apps in the past including previous versions of MoneyWiz but the 2023 version is great!
Everything works, the bank transaction imports and reporting are accurate and the forecasting option is perfect for my needs.
If your looking past the basic budgeting and would like an app to actually provide everything you need into the future, then check this one out!
My wish list in future updates would be forecasting past one year, minimal balance alerts. Cheers
Full featured but messy layout
Layout is messy it’s just numbers day after day. Separating the days with a spacer would make it cleaner & easier to find transactions imo. But otherwise it does the job
Good but needs improvement
Great app, works well except for the syncing can be a little slow. And for the iPad, light theme is not so light with the left column difficult to read for people that struggle with black backgrounds
Share tracking fail.
The app works well except for the share tracking , the daily gain/loss is always incorrect. Support advised this would be fixed in the last update; it was not. Support has deteriorated to the point of being unhelpful, very disappointed.
Great Program - Bank Connection Problem
This is a great program but for the last month
It’s not been able to update my banking transactions.
I’ve Emailed Support a few times and they haven’t been able to fix the issue and have sent the same response that there’s no update on the issue
I would give this program 5 stars a few months ago
but now it’s not synching I can’t use it. I’m on a yearly subscription and it hasn’t worked for a couple of months. Pretty disappointed and may have to unsubscribe.
It’s a great product and a lot of work has been put into it but the support isn’t as good as it used to be
Mario Mirelli
Brilliant Functionality
This is a brilliant finance app. The developers have thought of everything. It’s configurable and downloads your bank transactions effortlessly.
The app looks good and is as good as any other personal finance app out there.
Once they bring out a business version I will leave xero to use it.
The developers have put everything into this app
To try and make it better and have got respect from me for their hard work.
Mars Mirelli
Amazing
Best app ever.
If they introduce the asset and all the other updates as promissed, there will be no other match.
