MoneyWiz
MoneyWiz
3.6.3

2.4

MoneyWiz free download for Mac

MoneyWiz

3.6.3
30 October 2019

Personal finance solution.

Overview

MoneyWiz can simplify your financial life by keeping all your accounts, budgets and bills in one place, plus powerful reports, worldwide banking, and instant sync between all your devices! That’s MoneyWiz - powerful and beautiful finance software.

Features
  • Accounts: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: credit card, checking, savings, loan, cash, or investment.
  • Budgets: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.
  • Bills: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.
  • Worldwide Online Banking: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (* optional service, requires subscription)
  • Transactions Entry: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. It makes transaction entry as fast as it can be!
  • Reports: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money.
  • Dashboard: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen.
  • Settings: Configure MoneyWiz to fit your needs. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more.
  • Protection: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it.
  • Sync: Connect multiple devices with SYNCbits - the cloud sync that does everything automatically - from sync, to conflicts resolution. SYNCbits has banks level security and it’s completely free!
  • Sync: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.

What's new in MoneyWiz

Version 3.6.3:

Note: This application contains in-app and/or external module purchases.

  • Open Banking / PSD2 - customers with banks that now fall under the Open Banking / PSD2 directive can now re-connect their accounts (or add them as new ones).
  • Ability to edit pending online banking transactions
  • Bug fixes

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42 MoneyWiz Reviews

See all

Rate this app:

tim-j-mawson
09 August 2018

Most helpful

I'm currently still on MoneyWiz 2 but will upgrade eventually. It is by far and away the best personal accounting software I have ever used. It's like everything else, the more you get into it and learn all of it's features the more you get out of it. It works for me.
Like (1)
Version 3.0.4
barkleyc
04 November 2019
I paid 50USD every year but I am thinking to leave it. The sync function is just like SHIT. It always stops syncing and even got duplicated or missing data. I've use several kinds of financial app. They have worst sync function and most expensive price.
Like
Version 3.6.3
1 answer(s)
SILVERWIZ LLC
SILVERWIZ LLC
20 November 2019
Contact support at hello@wiz.money and ask to have your sync account re-created. This will probably solve all such issues for good (as they sound like issues caused by very old bugs)
Like
Version 3.6.3
MrBass
19 December 2018
I took the plunge and upgraded to the subscription version mainly because I use a Windows PC at work so I thought it would be useful to be able to log items whilst at work. If anyone is thinking of doing the same, I'd say DON'T! The Windows version is absolutely awful! This may be down to the online banking element or it may just be because it's a p!ss poor port from Mac, but it's slow, and I mean reaaaaallly slow. Often locks up with 'database is locked' or other weird errors when you're simply editing a transaction. You're limited to the description length for some reason, perhaps a Windows restriction? Either way, annoying so I often have to re-edit on my phone or Mac. Finally, a minor thing, if you split a transaction over multiple categories, it'll only show one icon in the summary, unlike the Mac.
Like
Version 3.2.0
1 answer(s)
SILVERWIZ LLC
SILVERWIZ LLC
20 November 2019
So you are rating the Mac app based on your Windows app experience?
Like
Version 3.6.3
tim-j-mawson
09 August 2018
I'm currently still on MoneyWiz 2 but will upgrade eventually. It is by far and away the best personal accounting software I have ever used. It's like everything else, the more you get into it and learn all of it's features the more you get out of it. It works for me.
Like (1)
Version 3.0.4
Hermie
30 June 2018
Rubbish, cjred. Was good before and is still good.
Like
Version 3.0.4
cjred
14 June 2018
Was good before. Terrible now
Like
Version 3.0.1
1 answer(s)
SILVERWIZ LLC
SILVERWIZ LLC
19 June 2018
Hi,

Why is it terrible now?
Like (1)
gryphonent
05 June 2018
Just tried version 3 and now I cannot sync version 2 anymore!!! I'm asked to upgrade to a subscription plan on version 3. VERY DEVIOUS AND UNACCEPTABLE BEHAVIOR BY THE DEVELOPER! I'd have expected a warning when opening version 3. Anyway, I'm against subscription plans for software. Your mileage may vary, but I prefer shareware. Monthly payments won't encourage the developer to produce better features. Rather the opposite. Users get locked into the app and have to wait for fixes to appear, unable to switch to another software. No thanks. Sad to see MoneyWiz go down that route. As for features: I've been waiting since version 1 to mix expenses and transfers to no avail. It's still not properly implemented in version 3..
Like (2)
Version 3.0.0
1 answer(s)
SILVERWIZ LLC
SILVERWIZ LLC
19 June 2018
Hi,

We actually posted warnings in our announcements but it seems you didn't read them. We've now added it into the app as well. Also if you e-mail our technical support at hello@wiz.money they can revert your SYNCbits account back to MoneyWiz 2.

The migration is needed for technical reasons - because MW 3 adds new data structures (new type of currency, new type of account and some settings changes) which MW2 can't recognize.
Like
Rumineo
21 February 2018
OK, now I know the benefit of a small monthly charge instead of buying the software outright for $20-40 bucks. This software is constantly updated, improved, emails answered, problems solved, design changes implemented, needed tweaks made, etc. After 4 different personal finance software purchases over the past 8 years, always having complaints about almost everything including being charged for major upgrades - I'm through with that model (are you listening moneywell, moneydance, icompta?) . It's MoneyWiz for me. Funny how good things are when the developer makes money. Whatta concept. 5 stars for MoneyWiz - perfect rating
Like (1)
Version 2.7.6
mamunguia2011
04 January 2018
The download trial is not a trial. I clicked on this page on the "Download (Trial), downloaded the file, installed it. I opened the MoneyWiz and a small pop up window appears with the option to enter a license key and activate or buy. Please fix that MacUpdate.
Like
Version 2.7.1
Alvin-H
22 December 2017
I used this app since v1, adn pay upgrade price to v2. But now the developer decided to move to subscription mode (yes you can use one time purchase veriosn but 1 major version behind)? now it's time for me to find another alternative, home i can export and import to another app... still looking for alternative with reasonable price and good developer.. thank you for past time....but i'ts time to move to another app
Like
Version 2.7.1
Jurianatol
15 August 2016
Seems to have a lot of functionality, but when I want to add my bank account it suddenly needs a monthly subscription!? This it not advertised properly on their website... I am not paying for an application that needs a subscription for its main activity; keeping track of my money in my bank account...
Like (1)
Version 2.3.10
1 answer(s)
Hermie
Hermie
18 August 2016
It does not NEED a subscription, you can use it manually like other apps of this type, iCompta for instance.

The subscription is for Online Banking in the app itself and this is the only one that actually works for me and my European bank.

Compared with others I have tried and one I still use MoneyWiz is brilliant, absolutely brilliant!
Like (5)