MoneyWiz
MoneyWiz 1.5.5
Your rating: Now say why...

(19) 3.973684210526316

Personal finance solution.   Demo ($24.99)
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MoneyWiz lets you do more with your money. View all your accounts, budgets and bills in one place. Experience reports on a whole new level. Sync Everything across devices!

Meet MoneyWiz - the personal finance assistant that just works!

How Is Moneywiz Better?
  • Automatically keeps data consistent across multiple devices
  • Gives you beautiful reports in full screen
  • Connects all your money management needs into one convenient place
  • Intuitive and uncluttered design makes it joyful to use MoneyWiz
What's New
Version 1.5.5:
  • More stability improvements.
  • Mac update for purchases via our website is available now.
Requirements
Intel, OS X 10.6 or later



MacUpdate - MoneyWiz







  • iCompta
    +4
MoneyWiz User Discussion (Write a Review)
ver. 1.x:
(19)
Your rating: Now say why...
Overall:
(19)

sort: smiles | time
burypromote

+3

Basti79 reviewed on 05 Mar 2014
It simply "works" which is the most important for me. Of cause, sync to online-accoounts would be nice, but I have tried other banking apps that had this feature and never found one, which supported all my accounts. So now I track purchases on my iPhone which get synced automatically, I have set up recurring payments in MoneyWiz caleder which I track with a single click and every now and then I sit down (maybe three times a month) to track online purchases. It is not the most efficient way, but it works well and intuitive, and this counts to me above all other.
[Version 1.5.2]


burypromote
+3

+269

Gryphonent reviewed on 22 Dec 2013
Version 1.5 still can't handle investments or loans. No use to me.
[Version 1.5.0]

2 Replies

burypromote
G2702 replied on 05 Mar 2014
No investment accounts, no smart accounts.
burypromote

+1
iliya replied on 09 Apr 2014
This is a feature we'll be implementing in MoneyWiz 2.
burypromote

-1

Dave... reviewed on 18 Dec 2013
This is exactly what I have been looking for, a simple accounting app that runs on my MacBook iPad and iPhone with fast reliable sync between them all.
[Version 1.5.0]


burypromote
+1

+43

Just-Annutha-Dewd reviewed on 15 Dec 2013
I'm in the process of trying out a variety of finance apps after being disappointed yet again by an update to the one I have been using for a few years. In the course of my testing, I've needed these apps to do one simple thing: import a QIF file that was exported by my existing finance app. Every single piece of software has imported it flawlessly... except MoneyWiz. The balance was off by several hundred dollars. I have no idea why it was so far off, but if it can't handle something that basic, then I can't trust it. At all!
[Version 1.4.5]

1 Reply

burypromote

+1
iliya replied on 09 Apr 2014
Please e-mail our support at hello@moneywziapp.com and we'll figure out what the problem is and fix it.
burypromote
-1

-1

Dentata reviewed on 26 Oct 2013
Русский язык, приятный интерфейс. Купил в надежде на дальнейшее развитие программы с учетом интересов пользователей из России (а не только США, как делает большинство разработчиков подобных приложений).
Создателям хочу сказать спасибо и пожелать дальнейших успехов.
[Version 1.4.5]


burypromote
+1

+9

pistarino reviewed on 21 Oct 2013
If your needs for financial tracks are really basic, this software is perfect for you; but if you need to track loans, investments, assets, stocks, bond, etc... you should search for something else. I miss also tags support.
[Version 1.4.5]


burypromote
+4

+4

Lam_b3488def reviewed on 12 Jun 2013
I haven't found a problem with this yet. Works the way I want it too. With the price decrease today. I've just purchased it at $12.99
[Version 1.4.1]


burypromote
+3

+118
Gobra commented on 09 Oct 2012
I have spent some time looking for a financial app and this one looked really interesting and promising. I liked the description, video and so on, but... Where is DEMO? You know, a big "Download" button on the website, did I miss it?

Since Mac AppStore conquered the Mac world, this funny style "buy-before-you-try" became really annoying.
[Version 1.3.6]

5 Replies

burypromote
-2

-1
Sliwkaj replied on 30 Nov 2012
There is a demo on the dev's site: http://www.silverwiz.com/mac/. Wish it was here, too.
burypromote
+1

+106
M.Luther replied on 07 Dec 2012
@ Sliwkaj, there currently is no demo. The dev's site says on the FAQ page:

Is there a trial/demo version of MoneyWiz?
- No. There is currently no trial/demo version of MoneyWiz. We’ll be releasing one later this year.
burypromote

+5
Levelbest replied on 27 Aug 2013
No demo? - Not sure where this info is coming from? Maybe this wasn't how it was, but I am demo-ing MW now so yes, there is a demo. And, its a "good" demo which allows 100 transactions instead of discontinuing the demo after 30 days or some such. I have not yet purchased it but I am watching it to see how quickly and well it continues development. No ON-line bill pay yet for instance. Looks very nice. Gut feeling, this is a winner and I hope to move to it in the near future.
burypromote

+118
Gobra replied on 27 Aug 2013
Levelbest,
Original comment was written almost a year ago, the things could have changed during this period of time. The app looked fine even year ago, but demo should really help in order to make a decision, good if there is one now.
burypromote

+1
iliya replied on 09 Apr 2014
Hi Gobra,

The demo is here:
http://moneywizapp.com/mac/demo/
burypromote
+2

+7
Gerrit-Kruijer commented on 05 Sep 2012
Not happy with the way it syncs. Prefer my own (webdav) server or dropbox.
[Version 1.3.5]

1 Reply

burypromote

+1
iliya replied on 09 Apr 2014
We now have a brand new syncing platform - SYNCbits.
We won't be implementing WebDav, as most users won't be able to set it up on their own, and maintaining two separate sync platforms is too much work.
On top of that, WebDav is very limited compared to SYNCbits.
burypromote
+4

+78
Ben-Marko commented on 23 Jul 2012
If there was a was to try before you buy, I would give it a shot.
[Version 1.3.5]

1 Reply

burypromote

+1
iliya replied on 09 Apr 2014
Ben, we now have a demo. You can check it out here:
http://moneywizapp.com/mac/demo/
There are currently no troubleshooting comments. If you are experiencing a problem with this app, please post a comment.


+1

iliya rated on 09 Apr 2014

[Version 1.5.5]



+3

Basti79 rated on 05 Mar 2014

[Version 1.5.2]



+1

iliya rated on 05 Aug 2013

[Version 1.4.5]



+1

iliya rated on 12 Jun 2013

[Version 1.4.1]



+73

pcharles rated on 12 Jun 2013

[Version 1.4.1]



Xxxray rated on 12 Jun 2013

[Version 1.4.1]



Dlackovic rated on 08 May 2013

[Version 1.4.0]



+1

iliya rated on 15 May 2012

[Version 1.0.0]



Teachingnomad rated on 14 May 2012

[Version 1.0.0]



+3

Surikat rated on 14 May 2012

[Version 1.0.0]


Downloads:9,958
Version Downloads:370
Type:Home Personal : Personal Finance
License:Demo
Date:01 Apr 2014
Platform:Intel 64 / Intel 32 / OS X
Price: $24.99
Overall (Version 1.x):
Features:
Ease of Use:
Value:
Stability:
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MoneyWiz lets you do more with your money. View all your accounts, budgets and bills in one place. Experience reports on a whole new level. Sync Everything across devices!

Meet MoneyWiz - the personal finance assistant that just works!

How Is Moneywiz Better?
  • Automatically keeps data consistent across multiple devices
  • Gives you beautiful reports in full screen
  • Connects all your money management needs into one convenient place
  • Intuitive and uncluttered design makes it joyful to use MoneyWiz
Accounts

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 OFX,QFX and QIF files
  • Smart auto-completion for quick transactions entry
  • Sort, filter and search transactions
  • View transactions in fancy or expert mode
Budgets

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
BILLS

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
Reports

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
SYNC

Keeping data consistent across multiple devices has never been easier. MoneyWiz has it's own unique cloud syncing service, called Sync Everything!
  • Automatic synchronisation - you don't need to do anything manually
  • Immediate sync - do something on one device, and see it happen on all others within seconds
  • Optimized for less data traffic
  • Totally secure
And More…
  • Password protection
  • Custom categories with sub-categories
  • In-App help, where you need it and full documentation via the Help menu
  • Outstanding customer support. Our average response time is 2 hours
  • Available for iPhone, iPad and Mac OS X (separate purchases)


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