I’m coming from a more primitive personal finance app, Accounts2, but have used that for the longest time due to its simplicity. I wanted some syncing and better reporting features, so I dove into MoneyWiz because I was able to import my transactions from CSV on the macOS app and continue to manage them manually. The categorization customization is excellent. The CSV importing is excellent. The mobile app seems a little clunky though. When I first wrote this review, I didn’t see how customizable the sections for transaction entry and running display were. I’ve updated my review to reflect that. There is this odd smooth scrolling takeover when I try to scroll through the app. It’s distracting and makes the app less responsive and more difficult to use. It also seems that the app wants to force the user to a full overview of their accounts upon launch. I would prefer to see the last account I used upon launch, since I primarily use one account for everything and would easily be able to switch when I charge something to a different account. It would remove a step for me each time I enter a transaction. One thing I like about Accounts2 is the clear method of clearing/reconciling transactions. You have the option to show only unreconciled transactions or all transactions and can clear them from the same view. And it always shows two running balances: cleared transactions and all transactions. That way it’s easy to know if your reconciling with the bank is effective and matched up. It also gives a clear idea of what you have in the bank versus what is still upcoming. I think this app has a lot of potential (for $9.99 in-app and $49.99 on macOS in order to sync, it’d better), but the mobile experience needs to deliver basic information in a clear and concise way in order for it to be useful, fast to use, and competitive.
I’d tried MoneyWiz in the past and for some reason it never stuck with me. But now, with MoneyWiz 3, whatever it was I didn’t like in the other ones has been completely fixed. I used it for about a week, reloading a ton of old accounts and their information and just yesterday, I went on and bought the Standard version. I think what I like most is the fact that I can save a copy of my receipts and transaction details directly into the app so I don’t have to search all over the place when I need to find proof of what I did with a particular transaction. I still track all my entries manually (because I like to), but they also have a feature where you can just connect all your bank accounts directly to the app and have them automatically download your transactions! Maybe I’ll get into something like that later, but right now I’m just too “old school” for that much tech. LOL! And I love, love, love that my money can follow me as I travel. It was always a pain to me when I’m overseas and I buy something but I’d have to convert it to $$ to enter it into my app rather than entering it on the fly by whatever local currency I was using. This saves me from having to hold on to a bunch of paper receipts all day until I get back to my hotel room to enter them. I also love that I can save my own attachments to Dropbox (hoping they’ll add Google Drive as an option soon as well). I’m still discovering new things about this app every time I use it. If they’d just go ahead and fix the square picture grabbing thingy so it doesn’t cut off your receipts when you import them, this app would be tops in my book!
I have been using moneywiz 2 for over 2 years. Have paid for moneywiz 2. I understand they want to update to moneywiz 3 and change it to subscription charge. But a least you should offer free upgrade for moneywiz 2 user to moneywiz 3 standard or some discount ($2-3 to upgrade to money wiz 3 standard). Now seems like we have to pay $9.99 to continue use moneywiz 3. I feel it is unfair and ripped off!!! Wish you guys offer some deals after seeing this message...
It cost money to create an account $10. you think it’s done. Then to start to enter your accounts, it cost another $50 a year In order to download from the bank otherwise you have to enter it manually. You pay the $10 first and after your done paying surprise more money to download. If I know I wouldn’t have started the account to begin with. Now I lost money for nothing
After upgrading my devices to Ios 13 which crashed many of my apps, the support team at Moneywiz helped me recover my data. I am happily using MoneyWiz 3 now. Apple caused the problem, but Moneywiz cane up with the solution. Thanks to Pawel.
The new layout is not my favorite. Allowing to make the font larger would give it a 5. How can you change Ascending and Descending order MoneyWiz is going the wrong way. Update yesterday and still NO Ascending or Descending order. Truthfully, MoneyWiz should dump version 3 and start over. By all the reviews for version 2 a lot of people agree. Since version 2 was taken off iTunes I updated to version 3. Great program!! Only request is give option for Ascending and Descending order of transactions.
I’ve tried several finance apps and this is by far the best. Some of those apps had a few good things each about them but this app has it all. The layout is fantastic, easy to use, customizable categories, budgets, accounts. It can be easy and basic or it can be super in depth and customized. Online bank syncing works way better than all the others. Really prompt costumer service. This sounds like an ad but I’m just very impressed with it.
I have used this app for several years now and find it meets my every need. Their customer support continues to be exceptional. I especially like the way they adapt to every upgrade in iOS. Never a slowdown.
I’ve been using MoneyWiz for years now to keep track of expenses for tax purposes. I’ve used many different ones over the years and find MoneyWiz the easiest and best. The customer service is stellar. The upgrades make it even better. I highly recommend this product.
Powerful but expensive to pay for the Mac OS App. The sync is very effective and reliable.