MoneyWiz 2024 Personal Finance 2024.17.1

SILVERWIZ LLC ❘ Freeware ❘
iOS
out of 1642 votes

Latest Version
2024.17.1 Safe to install

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<p>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.</p>

<h2>At a Glance:</h2>
<ul>
  <li>Track bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments, and cryptocurrencies</li>
  <li>Automatically download new transactions directly from your banks</li>
  <li>Cloud backup and automatic sync across iPhones, iPads, and Macs</li>
  <li>Advanced import features for easy data migration from other apps</li>
  <li>Military-grade data security with 256-bit end-to-end encryption</li>
  <li>Extensive tutorials and built-in support chat with real humans</li>
</ul>

<p><strong>GET 1 WEEK FREE TRIAL</strong></p>

<p>Discover our extensive features today!</p>

<h2>CONNECTED BANK ACCOUNTS:</h2>
<ul>
  <li>Access to 40,000 banks in 55 countries via 4 data providers</li>
  <li>Automatic detection of transfers and refunds</li>
  <li>AI-powered automatic categorization</li>
  <li>Receive notifications for every new transaction</li>
</ul>

<h2>MANUAL ACCOUNTS:</h2>
<ul>
  <li>Track accounts manually if connected bank accounts are not suitable for you</li>
  <li>Full control over your transaction entry form</li>
  <li>Post transactions in connected accounts as well</li>
  <li>Import OFX, QIF, CSV, and MT940 files</li>
</ul>

<h2>ALL ACCOUNTS:</h2>
<ul>
  <li>Group accounts in any way you want</li>
  <li>Bulk editing capabilities</li>
  <li>Reconcile against bank statements</li>
  <li>Add custom account icons</li>
  <li>Support for multi-currencies with automatic currency rate refresh</li>
  <li>Archive old accounts</li>
</ul>

<h2>INVESTMENTS:</h2>
<ul>
  <li>Manage all your stock market investments, including stocks, options, bonds, and more</li>
  <li>Unmatched support for crypto and forex investments in a personal finance app</li>
  <li>Handle investments pre-IPO and pre-ICO</li>
</ul>

<h2>BUDGETS & GOALS:</h2>
<ul>
  <li>Versatile budgeting tools for different styles, including envelope budgeting</li>
  <li>Group budgets in any way you want</li>
  <li>Real-time progress indicators</li>
</ul>

<h2>BILLS & SUBSCRIPTIONS:</h2>
<ul>
  <li>Receive alerts when it's time to pay or get paid</li>
  <li>Never forget a payment again</li>
  <li>Instant forecast based on scheduled payments by tapping on the calendar</li>
</ul>

<h2>REPORTS:</h2>
<ul>
  <li>Analyze your finances with over 30 reports</li>
  <li>Save reports for future reference</li>
  <li>Group reports in any way you want</li>
  <li>Export reports to PDF, CSV, or print them</li>
</ul>

<p><strong>WEEKLY IMPROVEMENTS:</strong></p>

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

<h2>SUBSCRIPTION:</h2>
<p>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:</p>
<ul>
  <li>Premium subscription ($4.99/month or $49.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account</li>
  <li>Standard subscription ($19.99/year) enables multi-device sync with a MoneyWiz Cloud account</li>
</ul>

<p>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.</p>

<h2>LINKS:</h2>
<ul>
  <li>Roadmap: <a href="https://wiz.money/roadmap">https://wiz.money/roadmap</a></li>
  <li>Privacy Policy: <a href="https://wiz.money/privacy/">https://wiz.money/privacy/</a></li> 
  <li>Terms of Use: <a href="https://wiz.money/toc">https://wiz.money/toc</a></li>
</ul>

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Latest Version
2024.17.1

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