MoneyWiz 3 - Personal Finance

MoneyWiz 3 - Personal Finance

MoneyWiz 3 - Personal Finance

By SilverWiz Ltd

  • Category: Finance
  • Release Date: 2015-07-15
  • Current Version: 3.7.9
  • Adult Rating: 4+
  • File Size: 88.34 MB
  • Developer: SilverWiz Ltd
  • Compatibility: iOS 11.0+
Score: 4.62
From 1,151 Ratings


Manage everything about your money from a single app. Sync with banks or manage accounts manually. Available for all major platforms and syncs between all of your devices automatically. FEATURES HIGHLIGHT: • worldwide online banking support with automatic transaction categorization and access to over 18,000 banks in over 70 countries, • crypto, forex and stock trading investment accounts with automatic trades sync, • cross-platform sync with native apps for your desktop and mobile, • manual transaction entry & bank statement import for those who prefer to do manual bookkeeping, • powerful budgets, transaction scheduling, financial forecasts and reporting, • translated into more than 20 languages, support for all world currencies, multi-level custom categories, and so much more with over 600 features! MoneyWiz is often referred to as the “go-to” application by our customers. Tired of comparing finance applications? Exporting data from one app to another to find the perfect one? Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances. Launch it, grab a beverage of your choice and start actually enjoying working with your finances! HOT OFF THE PRESS! CRYPTO SUPPORT! Our latest release includes support for forex and crypto-currencies. MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set. You’re now able to see your entire portfolio, latest prices and your current net worth - all in one beautifully organized workspace! SO HOW EXACTLY DO WE MAKE FINANCE MANAGEMENT EXCITING AND ENJOYABLE? YOUR DATA COMES TO YOU! With the Online Banking feature you don’t need to enter data manually (but you can!). Just connect to one of the thousands of banks we support and relax while MoneyWiz downloads and automatically categorizes transactions from your checking, credit card, savings, investment, forex and crypto accounts! On top of that, MoneyWiz uses proprietary AI algorithms to learn from your changes, so the more you use it the better auto-categorization becomes! Not a fan of automatic online sync? Need to transfer data from another app? We’ve got you covered! You can still enter manual transactions with ease as well as import your transactions in form of CSV, QIF, OFX, QFX and MT940 files! CROSS-DEVICE SYNC THAT WORKS You can use our amazing SYNCbits syncing service to ensure that you have your data with you at all times, on all devices! It allows for offline use too, and automatically detects internet connection to sync any changes made while offline. YOUR DATA STAYS YOURS We pride ourselves in our privacy-oriented approach. Any use of online services is optional but if you do decide to use them, rest assured that your data is protected with the best safeguards and encryption methods available. Just take a look at our Privacy Policy! Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication). DEDICATED SUPPORT TEAM Our support team is one of the most frequently mentioned compliments customers leave in the application reviews - and we couldn’t be prouder! SUBSCRIPTION & PRIVACY NOTICE We do not impose a limit on the number of accounts, budgets, regular or scheduled transactions you can create in MoneyWiz. However, you will need the MoneyWiz Premium subscription if you wish to sync other devices via SYNCbits and/or use the Online Banking feature. The subscription costs £3.99 per month, or £39.99 per year. A one month trial is available for the yearly subscription. 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. Privacy Policy: Terms of Use:


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Works Great + Syncs with Mac App

Only thing keeping me from 5 stars is an outdated UI. Make this app look better and you’ll get 5 stars from me. EDIT: done; 2020 version is beautiful! Would not have known about it if developer hadn’t responded to my previous review.
By jcb1281

Great app & support!

Have been using MoneyWiz since Jan 2020 & am very happy with it. Started searching when PocketMoney changed their program & stopped working on iPad. There is a learning curve to get set up & started but it is relatively simple to learn & works well with iPad, android & Windows 10... up til Win 10 May 2004 update (which is crap- broke several Microsoft programs too!) The MoneyWiz support group (thanks Paul!) got me back up & running in a day! Answered emails within a couple of hours with clear, understandable instructions. I cannot praise their service enough. Worth the $50/yr subscription. PS- running well on Win 10 May 2004 update now. Had to uninstall & reinstall w/app settings set to allow installation from non-Microsoft source.
By Space_NewOrleans

Does not sync between devices

I have a Mac, iPad, and iPhone and all 3 devices es have different data. Does not work as advertised. Was advised by support to uninstall and reinstall. Now the device has a different balance that is still incorrect.
By rwp424

Fees kept secret

$50 annual (two free months) or $5 per month The cost of subscription should be given at the time you start the two week trial.
By flamingcabbages

Awesome App

I use this everyday. Awesome app so far.
By Aqua3049

Best ever!

I have used MoneyWiz for years. I love the app but, most importantly, the developer went overboard to help me when “I” screwed up “my” accounts and I thought I had lost them. He came to my rescue and saved my bacon! The app is fantastic, the service is even better!
By Wdav

Works great

So far I am very very impressed by this app. I wish I’d know about it a long time ago it would’ve made my life easier. I just downloaded and purchased a year and I don’t think I’m gonna be canceling after the free week trial. Let’s see.
By mccoysuper


UPDATE: They did respond to my emails and were great helping me! Thank you! I liked using this app! It was great until I decided to purchase the month to month subscription. Soon after I did the system logged me off and I couldn’t log back in. I kept getting “invalid credentials” and when I tried to reset the password I got “you entered the wrong information.” Mind you all the information was correct! I tried contacting the developers and no answer. I’d really like my $4.99 back. I realized that using it without a subscription was better.
By Wicked915

Great App...could use a few improvements

This is really a great app and worth the annual fee, really good details and reports. I love it. The biggest improvement I wish they could fix is the automatic categorizing for repeat transactions. For instance, WalMart, my app, after more than a year of use should be able to know that WalMart transactions is not in the category of debt payment, or taxes, or electric bill. My internet company, RTC, should know that this is a internet bill by now, not grocery or eating out. If these could be learned, and automatically categorize into the most recently used category this app would be 💯
By Josiah_King

Export .qif

Update 2: An exported CSV file is not a specific financial file type, but rather just a plain text spreadsheet file that can contain anything. That makes importing a CSV file more complicated and error prone. Importing a CSV file can only be done one account at a time and it is required that the account is already setup in the program prior to being able to import transactions. Also, split transactions cannot be imported from a CSV file. Update 1: As you said on April 13, 2015 “Re: QIF Export from MoneyWiz 2 Indeed this is something we are considering to add in the future updates of MoneyWiz 2 :) Can't tell you when exactly it will be ready as currently we are focused on fixing bugs, and improving stability and performance.” Original: I'm sorry. I will not use this product until you implement export to a .qif file. You promised it, and you haven't delivered.
By Thruston


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