This app has truly helped me turn around my finances thanks to the detailed tracking, budget, and projecting. It’s so functional and the support is fantastic. It takes some time to set it up and learn the ropes, but it’s well worth it. Regarding the bank sync option, unfortunately this can only work with banks that choose to integrate with Plaid (the standard service for bank integration, also used by Quickbooks). For the banks that work with Plaid, MoneyWiz works perfectly. I have accounts with TD, RBC, and Tangerine and all work fine, though TD limits syncing to once every few days. I cancelled my CIBC credit card because they don’t support Plaid sync and I’d rather use a bank that does. This is one of the few apps that I happily pay full subscription fees for and will for as long as it’s around.

I have been a long time user of Quicken for Windows. Recently I convert to Apple, mostly, to the iPad. The Quicken companion for iPad, though functional enough, is not user friendly at all and don’t forget to manually synchronize or you will loose the changes made. After testing all finances tracking software that work on Mac, iPad and iPhone and that are 100% functional on all platform; that can have more than 2 levels of categories; that can split transactions in a simple way; that allow to duplicate, that is flexible to fix mistake without deleting and redoing, my search stopped on MoneyWiz. I have been using it since 2 month, in parallel with Quicken and MoneyWiz is nearly as complete than Quicken, except way more user-friendly and easier to track finances. Whatever, for my need, Quicken do more, complex transactions and copy in batch, there is still a way to do it with MoneyWiz. And more I use MoneyWiz, more I discover how efficient and user-friendly it is (the user manual on the developper website helped). Three funtionalities are worth mentioning and that I did not find on othe software, including Quicken, the efficiency and tranparency of the synchonisation, the filtering options and the reporting functions. On the latter, Quicken do a little better but much more complicated. I am now ready to switch completely to MoneyWiz. The support is also very quick, efficient and apparently truly honest. Please excuse my English, I am French (Québec) PS.: You should update the screenshots, the new UI is much nicer and it use screen space more efficiently.

The website for this app has a development roadmap for future updates and improvements. Unfortunately these updates to the development of the app have not happened. Not sure if I will continue with this app.

Nice app. Good interface, but There is quite alot of missing features that I find important. Such as credit card repayment functionality, automation through Shortcuts during apple pay transactions, ability to add category on transfers

Loan tracking assumes all loans are the same. No ability to change to something other than monthly payments. No ability to include other payments in loan payment like property taxes or life insurance. Payment schedule needs to be manually corrected for each payment to account for loan declining balance. Investment accounts calculate no cost base. Poor category selection for asset allocation. No ability to handle common investment transactions like returns of capital or share consolidation on capital gain distributions from ETFs. If your seeking an app to manage and track your all your assets and liabilities, this app will fail to meet your needs. It’s a poor alternative to Quicken.

I tried to add my Canadian bank info and could not

I’ve tried them all, and MoneyWiz beats them all hands down. The reporting, forecasting, and budgeting are so much more robust than other apps. It’s allowed me to get a real handle on my finances and spending. There is a bit of a learning curve for some of the features, but support is very helpful and responsive. (One reviewer mentioned it doesn’t work with TD Canada - this is false. I have a TD account and it syncs fine.)

I just downloaded the new 2023 MW and was all excited to get going and connect my accounts. But right off the bat I cannot connect my TD bank account in Canada because they require 3 letters for a bank name. I tried the instructions of just adding CA to get Canadian banks that are supported to no avail. Did anyone test this out? It seems like a huge miss. Or is there something I’m missing in which case it’s not obvious.

Hands down the best financial tracking app out there! I’ve been using MoneyWiz since 2017 and it’s been extremely valuable in tracking my income, spending, savings and investments over time. If you’re serious about tracking your finances this is the app you need.

I have had repeated issues with this software that have not been addressed by their support team. They include: debits uplaoded as credtis and credits uploaded as debits after a recent software upgrade; no ability to change the password; and most frustirating - signing in on another deivce loaded up a version from months ago and resulted in hundreds of missing transactgions. Support refused to help in a meaningful way to get any problem resolved never mind on a timely basis. Avoid!!!