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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.

  • 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

What's New

Version 2.6.5:
  • Implemented "Local backup" functionality on Windows
  • Implemented bulk delete of payees and tags on Windows
  • Ability to manually set cost basis of investment holdings
  • Ability to manually set the price of a security (in case it’s not supported for auto update of the price, such as some mutual funds)
  • Performance improvements
  • Fixed a visual


  • OS X 10.8 or later

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MoneyWiz User Discussion

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3.8 39


Current Version (2.x)


Downloads 21,162
Version Downloads 0
License Shareware
Date 17 Oct 2017
Platform Intel 64 / OS X
Price $24.99