MoneyWiz 2024 Personal Finance 2024.17.1

Organize your day-to-day accounts, loans, savings, investments, and even cryptocurrencies conveniently and securely with MoneyWiz 2021. MoneyWiz is a comprehensive personal finance app that allows you to manage every aspect of your finances.

At a Glance:

• Track bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments, and cryptocurrencies
• Automatically download new transactions directly from your banks
• Cloud backup and automatic sync across iPhones, iPads, and Macs
• Advanced import features for easy data migration from other apps
• Military-grade data security with 256-bit end-to-end encryption
• Extensive tutorials and built-in support chat with real humans

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CONNECTED BANK ACCOUNTS:

• Access to 40,000 banks in 55 countries via 4 data providers
• Automatic detection of transfers and refunds
• AI-powered automatic categorization
• Receive notifications for every new transaction

MANUAL ACCOUNTS:

• Track accounts manually if connected bank accounts are not suitable for you
• Full control over your transaction entry form
• Post transactions in connected accounts as well
• Import OFX, QIF, CSV, and MT940 files

ALL ACCOUNTS:

• Group accounts in any way you want
• Bulk editing capabilities
• Reconcile against bank statements
• Add custom account icons
• Support for multi-currencies with automatic currency rate refresh
• Archive old accounts

INVESTMENTS:

• Manage all your stock market investments, including stocks, options, bonds, and more
• Unmatched support for crypto and forex investments in a personal finance app
• Handle investments pre-IPO and pre-ICO

BUDGETS & GOALS:

• Versatile budgeting tools for different styles, including envelope budgeting
• Group budgets in any way you want
• Real-time progress indicators

BILLS & SUBSCRIPTIONS:

• Receive alerts when it's time to pay or get paid
• Never forget a payment again
• Instant forecast based on scheduled payments by tapping on the calendar

REPORTS:

• Analyze your finances with over 30 reports
• Save reports for future reference
• Group reports in any way you want
• Export reports to PDF, CSV, or print them

WEEKLY IMPROVEMENTS:

Check out our version history and roadmap. We deliver new improvements weekly based on your feedback.

SUBSCRIPTION:

We offer a free version of MoneyWiz without limitations on the number of accounts, budgets, or regular/scheduled transactions. However, certain features require a subscription:

• 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 the plan), and your credit card will be charged through your iTunes account. You can turn off auto-renewal 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