MoneyWiz 2024 Personal Finance 2024.17.1

MoneyWiz 2024 Personal Finance 2024.17.1

SILVERWIZ LLC  ❘ Freeware
iOS
out of 1642 votes
Latest Version
2024.17.1
Safe to install
EXCELLENT User Rating

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

GET 1 WEEK FREE TRIAL

Discover our extensive features today!

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

Overview

MoneyWiz 2024 Personal Finance is a Freeware software in the category Business developed by SILVERWIZ LLC.

The latest version of MoneyWiz 2024 Personal Finance is 2024.17.1, released on 07/03/2024. It was initially added to our database on 01/02/2024.

MoneyWiz 2024 Personal Finance runs on the following operating systems: iOS.

Users of MoneyWiz 2024 Personal Finance gave it a rating of 5 out of 5 stars.

Pros

  • User-friendly interface that is easy to navigate
  • Multi-platform support, including desktop and mobile apps
  • Syncs across devices in real-time for up-to-date information
  • Powerful reporting features that allow users to analyze spending and savings
  • Automatic import of bank transactions to save time
  • Supports multiple currencies for international users
  • Customizable categories for budgeting and expense tracking
  • Robust security features, including data encryption and password protection
  • Offers detailed insights into income, expenses, and net worth over time

Cons

  • Subscription model may not appeal to all users, as it requires ongoing payments
  • Some advanced features may be overwhelming for beginners
  • Limited customer support options could be frustrating if users encounter issues
  • Occasional bugs reported by users can hinder performance
  • Learning curve associated with mastering all features and functionalities
  • No free version available, which may deter potential users from trying the software beforehand

Screenshots (Click to view larger)

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