MoneyWiz App for iPhone & iPad
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!
"Best Finance App"
— The Telegraph
"MoneyWiz is a sleek personal finance app."
— MacWorld Magazine
Meet MoneyWiz - the personal finance assistant that just works!
"Best Finance App"
— The Telegraph
"MoneyWiz is a sleek personal finance app."
— MacWorld Magazine
Full title: MoneyWiz - Personal Finance
Contact: website or support
Developer: SilverWiz
Categories: Finance Apps Business Apps
Ratings: 4.5 out of 5 by 651 users
Released: October 21, 2011
Updated: May 24, 2013
Version: 1.4.2
MoneyWiz icons | MoneyWiz news & updates | MoneyWiz interface screenshots
Description
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!
"Best Finance App"
— The Telegraph
"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."
— MacStories
"MoneyWiz is all about giving you more than you would expect. For those wishing to find the perfect app for monitoring your accounts, look no further than MoneyWiz."
— AppAdvice
"The UI is amazing - it's packed with so many features, yet doesn't feel cluttered."
— iMore
HOW MONEYWIZ IS 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
• 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
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 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
• Works over 3G and WiFi
• Optimized for less data traffic
• Totally secure
AND MORE…
• Retina display optimized
• Password protection
• Custom categories with sub-categories
• Build-in calculator and currency converter
• In-App help, where you need it
• Outstanding customer support. Our average response time is 2 hours
• Available for iPhone, iPad and Mac OS X (separate purchases)
Meet MoneyWiz - the personal finance assistant that just works!
"Best Finance App"
— The Telegraph
"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."
— MacStories
"MoneyWiz is all about giving you more than you would expect. For those wishing to find the perfect app for monitoring your accounts, look no further than MoneyWiz."
— AppAdvice
"The UI is amazing - it's packed with so many features, yet doesn't feel cluttered."
— iMore
HOW MONEYWIZ IS 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
• 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
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 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
• Works over 3G and WiFi
• Optimized for less data traffic
• Totally secure
AND MORE…
• Retina display optimized
• Password protection
• Custom categories with sub-categories
• Build-in calculator and currency converter
• In-App help, where you need it
• Outstanding customer support. Our average response time is 2 hours
• Available for iPhone, iPad and Mac OS X (separate purchases)
Version notes (1.4.2)
If you run into any problems with this update, please e-mail us at info@silverwiz.com
1.4.2 UPDATE OVERVIEW:
• Stability improvements
1.4.0 UPDATE OVERVIEW:
This update includes more than 50 new features and a lot of bug fixes and speed optimizations.
Some of the most noticeable features are:
• Refunds functionality
• Checkbook register
• Auto-pay of scheduled transactions
• Split income transactions
• Hide accounts from the list of accounts
• PIN protection will now be 4 digits only
• Ability to set the language of MoneyWiz manually from Settings
• Ability to convert normal transactions to scheduled
• Lots improvements to QIF, OFX and CSV import
• Improved Push Notifications
NOTICE:
We need your support to keep the updates going. Please, consider rating this version of MoneyWiz on the App Store. Thank you!
Versions:
1.3.5 - September 14, 2012 - $4.99 - 12.7MB
1.4.0 - April 13, 2013 - $4.99 - 9.6MB
1.4.2 - May 24, 2013 - $2.99 - 9.8MB
1.4.2 UPDATE OVERVIEW:
• Stability improvements
1.4.0 UPDATE OVERVIEW:
This update includes more than 50 new features and a lot of bug fixes and speed optimizations.
Some of the most noticeable features are:
• Refunds functionality
• Checkbook register
• Auto-pay of scheduled transactions
• Split income transactions
• Hide accounts from the list of accounts
• PIN protection will now be 4 digits only
• Ability to set the language of MoneyWiz manually from Settings
• Ability to convert normal transactions to scheduled
• Lots improvements to QIF, OFX and CSV import
• Improved Push Notifications
NOTICE:
We need your support to keep the updates going. Please, consider rating this version of MoneyWiz on the App Store. Thank you!
Versions:
1.3.5 - September 14, 2012 - $4.99 - 12.7MB
1.4.0 - April 13, 2013 - $4.99 - 9.6MB
1.4.2 - May 24, 2013 - $2.99 - 9.8MB
User reviews
iAm Mason on May 24, 2013:
Great, Room for improvement
Keeps getting better and better. Location and project fields on transaction screen would be a great improvement. Best app out there!
3xmom on May 24, 2013:
Love the simplicity, but...
I love the clean interface and the "sync everything". This is an easy app to learn and use. Only thing I ask for is dynamic linking to my actual accounts so that I don't have to always go through the import process. If I could combine that feature from Mint and this UI, I'd be in heaven!!
calvs777 on May 24, 2013:
Good money app
It's a good app, I've tried a few others and this one is the most solid one. However to input a transaction takes too many steps, like you first need to tap and hold the "Accounts" button. Please cut the whole process down to 4-5 taps.
more MoneyWiz reviews
Great, Room for improvement
Keeps getting better and better. Location and project fields on transaction screen would be a great improvement. Best app out there!
3xmom on May 24, 2013:
Love the simplicity, but...
I love the clean interface and the "sync everything". This is an easy app to learn and use. Only thing I ask for is dynamic linking to my actual accounts so that I don't have to always go through the import process. If I could combine that feature from Mint and this UI, I'd be in heaven!!
calvs777 on May 24, 2013:
Good money app
It's a good app, I've tried a few others and this one is the most solid one. However to input a transaction takes too many steps, like you first need to tap and hold the "Accounts" button. Please cut the whole process down to 4-5 taps.
more MoneyWiz reviews