MoneyWiz can simplify your financial life by keeping all your accounts, budgets and bills in one place, plus powerful reports, worldwide banking, and instant sync between all your devices! That’s MoneyWiz - powerful and beautiful finance software.
- Accounts: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: credit card, checking, savings, loan, cash, or investment.
- Budgets: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.
- Bills: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.
- Worldwide Online Banking: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (* optional service, requires subscription)
- Transactions Entry: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. It makes transaction entry as fast as it can be!
- Reports: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money.
- Dashboard: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen.
- Settings: Configure MoneyWiz to fit your needs. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more.
- Protection: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it.
- Sync: Connect multiple devices with SYNCbits - the cloud sync that does everything automatically - from sync, to conflicts resolution. SYNCbits has banks level security and it’s completely free!
- Sync: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.
Note: This application contains in-app and/or external module purchases.
Version 3.1.0: Full pricing information can be found here.
- Design improvements: sidebar now takes less space so you can see more of your data!
- macOS Mojave Dark Mode fixes.
- Fixed an issue where report chart might not display account currency properly.
- Made it possible for account balance to be affected by transaction filters. If your balance looks strange after updating, make sure to check your account filters! You can find them on top of your Account register: "Filters" button on Deskop and a row of buttons on Mobile.
- Upcoming Scheduled transactions can now be displayed in the Account register (31 days in the future) without the need to pay them in advance. To use this, just change transaction filters to Forecast.
- Upcoming Scheduled transactions can now be displayed in the Budget registers too (until next budget cycle date).
- It’s now possible to change the color scheme of category icons: either standard red/green or much more colorful! Try for yourself in Settings -> Transaction layout.
- Improved subscription management system, making subscription renewals much easier. No action required from you though.
- Dashboard section features have been moved to other places in the application.
- New way of displaying stock and crypto holding icons.
- Made it easier to access database and debug logs folders.
- Fixed the number of decimals for AFA, IDR, LAK, MZM, TMT, UGX and VND and other fixes for some rarer currencies.
- Many Online Banking syncing fixes and improvements.
- Fixes related to manual importing of files.
- Hundreds of bug and crash fixes, greatly improved speed and performance!