Do more with your money. View all your accounts, budgets and bills in one place. Experience reports on a whole new level. Sync across multiple devices!
Meet MoneyWiz - the personal finance assistant that just works!
"Best Finance App"
— The Telegraph
"Best Money-Saving App"
— The Independent
"MoneyWiz is a sleek personal finance app."
— MacWorld Magazine
"MoneyWiz is a great choice and one that I personally use. Having the trio of apps (iPhone, iPad and Mac) and the excellent sync service makes MoneyWiz very flexible."
HOW MONEYWIZ IS BETTER?
• Connects all your money management needs into one convenient place
• Automatically keeps data consistent across multiple devices
• Available on multiple platforms. Visit our website for details.
• Gives you beautiful reports in full screen
• Intuitive and uncluttered design makes it joyful to use MoneyWiz
Put all your accounts in one place. It's the best way to keep your money organized.
• Create various types of accounts, including a cash (wallet) account
• Register expenses, incomes, adjust balance and transfer money between accounts
• Real accounts reconciliation
• Bulk edit transactions
• Make split payments
• Multi-currency support
• Import your bank statements from CSV, OFX, QFX and QIF files
• Smart auto-completion for quick transactions entry
• Sort, filter and search transactions
• Checkbook register
• View transactions in fancy or expert (spreadsheet like) mode
Set budgets and pay down your debt. MoneyWiz will monitor the budgets for you, and let you know when something's about to go wrong.
• Create custom budgets
• Expenses are automatically assigned to the correct budget
• Alerts for low and exhausted budget
• See budget progress, daily allowance and remaining days
• See the transactions that make up each budget
Never miss a bill again. MoneyWiz will remind you for any scheduled transactions that are due to be paid.
• Plan expenses, incomes and transfers
• Manage recurring transactions, like bills and salary
• See it all on a beautiful calendar
• Quickly access forecast for any day on the calendar
Thorough reports with beautiful interactive charts will show you everything you need to know about your money.
• Full screen reports
• Export to PDF and CSV
• See transactions that form a report
• Save reports locally into MoneyWiz
• All kinds of reports - NetWorth, Payees, Account balance, Trends, Forecast, Compare budgets, Categories, Statistics, Budget balance
Keeping data consistent across multiple devices has never been easier. MoneyWiz has it's own unique cloud syncing service, called SYNCbits.
• Automatic synchronization - you don't need to do anything manually
• Immediate sync - do something on one device, and see it happen on all others within seconds
• Totally secure
• Retina display optimized
• Password protection
• Custom categories with sub-categories
• In-App help, where you need it
• Outstanding customer support. Our average response time is 2 hours
* Bug fixes on sync
* Preparation for MoneyWiz 2
IMPORTANT NOTICE ABOUT SYNC:
After you install this update, MoneyWiz will make a long (few minutes) sync…this is normal. It’s to assure the correctness of all your sync data and to update it to a newer version format. Please, just wait until the rotating wheel stops (indicating that sync has finished). Do not close MoneyWiz during this time and do not attempt to create new transactions or anything else. Just give it time to finish.