MoneyWiz can simplify your financial life by keeping all your accounts, budgets and bills in one place, plus powerful reports, worldwide online 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 online banking.
- Budgets: Set up budgets and MoneyWiz will automatically
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What's New
Version 2.6.4:
- This update fixes a crash related to refreshing SaltEdge linked accounts
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MoneyWiz can simplify your financial life by keeping all your accounts, budgets and bills in one place, plus powerful reports, worldwide online 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 online banking.
- 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.
Note: This application contains in-app and/or external module purchases.
Version 2.6.4:
- This update fixes a crash related to refreshing SaltEdge linked accounts
I've been using MoneyWiz since version 1, and I can only say that it's getting better and better. It's the only app that's available on all major platforms and syncs properly + the only app that learns my categorization and properly categorizes transactions coming in from my bank.
I used v2.3.9 for about 30 minutes, and came away with a poor impression in that short time. Some of the flaws that mean I won't be investing in this app (even given its inclusion in an attractively-priced MacUpdate Bundle at this time):
1) Poor filesystem practice: for some reason, saves a plist file to the ~/Documents folder
2) The sidebar: has a gigantic font for no appreciable reason; it _cannot_ be hidden, or resized, which given its size is a significant flaw; group headings seem broken, comprising light-grey lettering on a white background, and an odd black square dead centre that serves no obvious purpose.
3) Poor UX: It's not possible to assign entries as Transfers in bulk; there is no keyboard shortcut or Menu Item for the "Edit" command!; the "New Entry" dialogue has no header indicating its purpose or nature; and, in the Account column, a colon between two account names appears to indicate a transfer between the two, which seems a very odd choice, though may be traditional, I don't know—it lacks spacing, so just seems a poor design decision.
Bear in mind this was all noticed over only a thirty-minute review period. This was enough evidence for me of the software's lack of suitability at the present time. YMMV.
icon. Plus, keep all your apps updated.
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