MoneyWiz 2 - Personal Finance

MoneyWiz 2 - Personal Finance

By SilverWiz Ltd

  • Category: Finance
  • Release Date: 2014-12-30
  • Current Version: 2.9.4
  • Adult Rating: 4+
  • File Size: 64.98 MB
  • Developer: SilverWiz Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 1,754 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:



  • Great

    By arcano22
    Works for Mac and android at same time
  • So easy to use

    By GailinAnnapolis
    Thank you for such a user friendly app! I’m retired and track every penny I spend, as well as every penny I take in. The scheduled transactions feature makes this really easy. And entering transactions is equally easy. And the couple of times I've needed help, the support people were very responsive, friendly, and most important of all, understood and solved my problem. So glad to have this app!
  • Buy this now!!!

    By Hallmark45
    I really love forecasting where we are $$ wise. It’s a great incentive NOT to spend when you realize how much $$ you will have after paying the bills. Thank you for an awesome intuitive app that’s simplistic enough for a bank book - but sooo much more😊
  • Can’t do what I wanted it to do.

    By Lakehood
    I downloaded this app and subscribed to the monthly service specifically so that I could link to my bank and transfer that information straight into the app. However, after numerous attempts, and talking to my bank’s tech-support, I still have not been able to do that. No matter how many times I try, the bottom line is “unable to authenticate.” If I don’t get some tech help from the app developers, be canceling my subscription and asking for my money back for the original purchase. Too bad, I this it might have been a great app if I had been able to get it to work.
  • Great again

    By 16.2 minutes
    Had some issues with syncing, re-installed the app and works normal again

    By Fgdjbvfu
    I can’t trust them anymore! After got promised the switching servers to prevent all those frequent problems, now it’s not syncing, AGAIN!!!
  • What the ?!!

    By Markdpy
    It seems more updates occur in version 2 then the new version 3! With all the complaints about version three, MoneyWiz would focus on that. Plus, version 2 has no monthly fee but 3 does. Version 3 no longer interests me!!
  • Very Good

    By Capnchihuahua
    This is awesome. Works great between devices. All the financial needs are here in one app. Sync to various devices is really worth the money you spend on the app. Sync is really quick. Design is really great with easy to understand tabs and settings. App has plenty enough information for nearly anyone who wants to keep track of there finances. The support team is really great. If there is a problem, they will tend to it pronto.
  • This. App keeps me sane!

    By Damnedyankeelass
    For the first time in my adult life I have a tool that helps me manage my money. I was always terrible about using a register. Been using Moneywhiz since the beginning of 2013 and I love it.
  • Top of the line money app!

    By Vdrumhead
    This app is very easy to use and keep check book aligned. The reports are very useful and is simple to back up data. The support team is the best and are very fast to help and respond to. I couldn’t ask for more.