MoneyWiz 2025 Personal Finance

MoneyWiz 2025 Personal Finance

By SILVERWIZ LLC

  • Category: Finance
  • Release Date: 2020-08-12
  • Current Version: 2025.35.1
  • Adult Rating: 4+
  • File Size: 101.40 MB
  • Developer: SILVERWIZ LLC
  • Compatibility: Requires iOS 15.6 or later.
Score: 4.60795
4.60795
From 1,936 Ratings

Description

Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz. 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! [ GET 1 WEEK FREE TRIAL ] Check our extensive features today! CONNECTED BANK ACCOUNTS + 40,000 banks in 55 countries via 4 data providers + Apple Wallet integration + 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 $49.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account + Standard subscription ($19.99/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

Screenshots

Reviews

  • The flexibility I wanted

    5
    By GrendelsMothra
    I tried about four other bank and budgeting programs, and so many of them have things you can’t change to fit your needs, hardwired categories for instance. MoneyWiz allows me to delete what I don’t use and create what I need much more easily than other apps.
  • Works great until it doesn’t

    1
    By machwj
    I have used the app for at least five years now. When it works, it’s exactly what I need. When there is an issue, it’s a disaster. Twice in the last two years, I’ve had trouble connecting an account that all of the sudden becomes disconnected. When I reach out for support, it’s an issue with Plaid. When the account finally is reconnected, (this time it took over a month) I have lost all the work I have done categorizing for years. With last year’s issue, the account was reconnected and I never recovered years of prior transactions. No refunds available if you buy through App Store and it’s been over 30 days. After this past experience, I will not renew and do not recommend this app.
  • Best money management app ever!!

    5
    By ORNyawell
    I’ve tried so many and this one is truly the best I love the interface, all the reports, for some it might seem over detailed and unnecessary complicated but it does feel very professional and has all the functionality one can need. Love this app!!
  • PLAID * BANK OF AMÉRICA

    5
    By magnochamp
    really like the features of this app, but I’m very disappointed that it doesn’t support connection with Bank of America through Plaid. This is one of the biggest banks in the U.S., and not being able to connect makes the app much less useful. Please add Bank of America integration as soon as possible, otherwise I’ll have to look for alternatives that support it
  • Weird 👎

    2
    By StuSimpson
    The interface is weird and not simple. I couldn’t even figure it out. I’m not going to even try to use something that’s complicated. 👎
  • The best

    5
    By casual obsever
    I came from Money Dance (which I went to after Mint dissolved). For the money, you are the best at giving me what I require - a breakdown of my debits and credits all in one place, easily synced with my wife, and v sensibly categorized. Your mobile app is particularly good. I don’t like futzing with this - you make it simple!
  • Never got the Splits to work properly despite hours and hours working with technical support

    1
    By DD2ski2b
    Never was able to split transactions into more than one category. The program consistently just allocated a payment equally among the categories.
  • Great App, Amazing Support!

    5
    By Jasonjit
    Switched from Quicken after 5 years. As a non-US user, I’m looking for a simple money tracker, bank sync, etc and this is the answer for me. The support I get from Paul is amazing.
  • App is great but missing one thing…

    4
    By jethomps0n
    This is my first time writing an app review for anything, and I just wanted to say that this app is EXACTLY what I have been looking for. It’s perfect for my needs in every way (widgets were a must have). But it’s missing one thing that I would love if you guys could implement. I use Fidelity Investments, and they dropped their support for Plaid a couple of years ago. None of the other automatic sync options work with Fidelity, and I was wondering if you all could implement a syncing system (like Akoya or Yodlee) as that would really help improve my experience. Thank you!
  • Double charge

    1
    By Ivanig21
    They charged me for the annual and monthly subscriptions.

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