MoneyWiz 2 - Personal Finance

MoneyWiz 2 - Personal Finance

By SilverWiz Ltd

  • Category: Finance
  • Release Date: 2014-12-30
  • Current Version: 2.7.6
  • Adult Rating: 4+
  • File Size: 81.18 MB
  • Developer: SilverWiz Ltd
  • Compatibility: Requires iOS 8.0 or later.
Score: 4.5
From 1,373 Ratings


Simplify your financial life with MoneyWiz. Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That’s MoneyWiz - the world’s most powerful and beautiful finance software. MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more. HOW CAN MONEYWIZ HELP YOU? ● ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management! ● GET OUT OF DEBT : We’ve built MoneyWiz in a way that makes it easy to see the complete picture of your finances, yet be able to narrow down where they can be optimized so you can get out of your debt! ● NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. MoneyWiz will make sure that never happens again. Set up all your bills to get reminders and forecasting. ● PROPER FORECASTING : Have you wondered how much more you have to pay until the next paycheck, or which accounts may not have sufficient funds for your bills? MoneyWiz will tell you with a tap of a button! FEATURES HIGHLIGHT ● 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, Investment/Brokerage 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! ● IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all. SUBSCRIPTION & PRIVACY NOTICE To connect to your bank for automatic downloading of transactions, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year. Your MoneyWiz Online Banking subscription will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings. Privacy Policy: Terms of Service:



  • Annoying

    By -=Laukai=-
    After paying for the program, I am constantly bothered to write a review. Bad reviews until they make it optional to those who already paid.
  • Excellent

    By Seiramil
    Excellent app
  • Fantastic

    By abcoffey5
    My husband and I have been using MoneyWiz for 3 years now. It’s so easy and convenient. I’m very particular about making sure all transactions are in and I can see what my balances are. This app provides all of that PLUS it syncs between our phones. So when my husband puts something in, I can see it on my phone. Get this app. You won’t regret it.
  • This 1-star review is for begging for a review on a paid app.

    By JimRoper
    Stop asking for reviews. This is a paid app and you are non entitled to a review.
  • Best financial app ever by far

    By HenryM1
    I have been using MoneyWiz for the last 6 years to monitor and track my finances, every year the app become better and better, this app is amazing. In general there is nothing out there better that MoneyWiz. I extremely recommend it to everybody.
  • Used between iPhone & Android 5 stars

    By whozethere
    Original Review: 3/31/18 Pro: I have used this for several years. I have even reached out to the developers for support several times. Problems have always been addressed and fixed. Cons: none.
  • Cannot sync

    By Bradshuu
    Good, but apparently you can only sync 1 time every 10 hours... I had a deposit that I am trying to see on the app, but it says I have to wait 10 hours for the next opportunity which is very inconvenient. While I like everything else about this app, when I am paying money every month, I shouldn’t be faced with this limitation. This may be the sole reason I cancel my subscription and leave...
  • Still using emojis/icons! Why?

    By LIrog
    Sometimes a picture can explain a thousand words ..... not so for any financial app ...... If this needs to be explained then shame on them! Great app with great features, easily a 5 Star app .... However Believe it or not, We can’t use this app because of this. I’m giving this only one star because of this icon/emoji nonsense. As soon as the option to remove my rating shall go to the top.
  • Got syncing problems

    The iOS app doesn’t always synchronize when I adde or change something. Even though the “last updated” time is just now, the data is not the exactly same with the data on my MacBook . Since there is also an auto-backup failure on my MacBook, I am afraid of losing data someday. So seriously guys, please put more work on these data security problems rather than a fancy new version app.
  • Really disappointing

    By Macorin
    This software is a huge disappointment. The UI appears modern, but is overly complex for what it offers. It's also highly inefficient and slow. Support is where this app fails the most though. I've never been able to get anywhere with them and have always left the experience highly irritated. They seem to always fail to grasp the issues that I’m writing in about. Instead of being polite and trying to gain perspective on what I’m talking about, they seem rigid and disinterested. They never even pretend to try to understand, instead acting dismissive. It’s incredibly frustrating. I almost feel as though it’s related to a language barrier, but then realize it can’t be that. When I report a bug (and there have been many), they always say they can’t duplicate it. Am I to believe that every bug I’ve experienced is isolated to my iPhone? I don’t use the bank sync feature, but based on other reviews, the poor support and an overall lack of trust in this developer, I wouldn’t use such a feature anyway, as who knows if they are reputable enough to protect the security of my accounts. I still can’t get a reasonable answer from support as to why they have two separate lines - one for category and the other for description, where the description field fills automatically with what’s been chosen as the category. Even if you manually delete this preposterous redundancy, it still automatically re-populates the field. How about the awful reconcile mode, where all you can do is check off transactions without being able to see a running balance of your cleared (reconciled) transactions? I could go on, but between the clunky UI (annoying and unnecessary icons), redundancies, slowness and horrendous (not to mention rude and arrogant) support, I couldn’t give a good review. These guys are just not people persons. I like PocketMoney much better, but even their new developer has a lot to learn on the support front.