MoneyWiz 2026 Personal Finance

MoneyWiz 2026 Personal Finance

By SILVERWIZ LLC

  • Category: Finance
  • Release Date: 2020-08-12
  • Current Version: 2026.14.1
  • Adult Rating: 4+
  • File Size: 98.32 MB
  • Developer: SILVERWIZ LLC
  • Compatibility: Requires iOS 17.0 or later.
Score: 4.58269
4.58269
From 2,080 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

  • best app for forecasting cashflow and future balances

    5
    By mNY2
    This remains by far the best app for forecasting cashflow and actual future balances, considering both recurring deposits like paychecks and regular bills, one-time scheduled transactions user can add manually for anticipated major expenses or less-than-monthly bills that may be large like annual insurance bills if you pay in full once a year. Other apps I’ve tried use projections based on historical data but not actual future transaction dates.
  • Fantastic application

    5
    By Markdpy
    MoneyWiz 2026 is without question the best. I have been using the Beta Versions and have had no problems. Last night another update was released. It fixed a few issues and added many more! My favorite is they added a larger font. Before there were 3, but now 4 (extra large). The layouts are numerous and can create one for your preference. Only option not fully available is cleaning transactions once you exceed 10,000 entries. They’re working on it. They are amazing at answering any email you send. Overall, a great product. Only hiccup is if you subscribe to the yearly where you can connect with your financial institution and download transactions automatically. It works with quite a few financial institutions but some do not appear yet. I subscribe to a plan that is $29.00 a year. It syncs between all your devices with no advertising. This plan does not include syncing with banks. Overall a great product. They update the program regularly and really have an excellent program.
  • This App is a must have.

    5
    By E4LIFE
    Anyone who is not using this app doesn’t have a life. This app has helped me thru some difficult times when my wife lost her job. I was able to set her salary to zero and see a 2 month forecast on how my salary would manage all the bills. I was able to decide which subscriptions could be dropped and other accounts that I could pull funds from until my situation improved. Thanks for a great app and continuing to make it better.
  • New update, its working now

    3
    By Heresanother1
    New update and support. Now calendar view is working with amount showing and without dots
  • Excellent Service

    5
    By benna1244
    Any time I have had a tech question, their customer service department has been so helpful. Most recently I was having trouble setting up on my MacBook Neo and they were so helpful getting me set up. Highly recommended.
  • Loyalty earned through quality and service.

    5
    By Junior2130
    I've been using MoneyWiz for 15 years, and it's easily the best in its category. Its recent aesthetic and functional redesign was impressive and demonstrates that the team never stops innovating. Furthermore, the customer service is exceptional, providing immediate responses and effective solutions. It's a safe investment for those of us who take our finances seriously. Excellent!
  • The best app for finances period!

    5
    By Unrealism
    The MoneyWiz app is amazing and is part of my daily routine to keep track and on top of my finances. I live paycheck to paycheck and without it would be lost. The team is fantastic and a huge shoutout to “Paul” specifically for being such and amazing supporter!
  • Great Microsoft Money Alternative

    5
    By DIY Study
    I’ve been using Microsoft Money for Windows since 2007. When I switched from Windows to Mac in 2017, I had to run Windows in VMWare to keep using Microsoft Money. I researched the different Mac alternatives for MS Money but could not find an application with all the features that I wanted until I found MoneyWiz. MoneyWiz is very robust with features including scheduling, forecast graphs, and easy to use interface. I’d recommend this to anyone who wants a great MS Money alternative for Mac.
  • Features removed shortly after paying annual subscription

    2
    By KingOfTheBill
    Used to be pretty much perfect, but now some of the features I enjoyed on the Standard plan have been pushed up to the Premium tier. A shame because it impacts your experience just two months into your annual subscription without prior warning. Just an app update a way from losing more features in the future. Unfortunately, I'll be looking for alternatives and not pay a 4th year. Great app and dev team if you don't mind potentially losing features after you paid for them. Thank you for 3 great years together.
  • Game changer!

    5
    By GerBer229
    I really love using this app for keeping track of my expenses and budget. It was very easy to set it up and I love that it syncs between macOS and iOS automatically. It’s great!

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