The software has a single main window with separate tabs for loans, accounts, budgets and more, with each having their own settings. Thanks to a clear interface and clever design, MoneyWiz offers a useful way to manage overall finances. The software features a range of integration functions with bank accounts, credit cards and regular outgoings. MoneyWiz is a financial planning program which consolidates all your information into one place. MoneyWiz is integrated with 3rd party data aggregators to provide the Online Banking feature.Softonic review Financial budgeting and control app The subscription costs $4.99 per month, or $49.99 per year. To connect to your bank, MoneyWiz requires the in-app Online Banking paid subscription. IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all. SYNCbits has banks level security and its completely free! SYNC: Connect multiple devices with SYNCbits the cloud sync that does everything automatically from sync, to conflicts resolution. iOS version also offers TouchID integration for devices that support it. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more. SETTINGS: Configure MoneyWiz to fit your needs. Fill it with multiple widgets which you can re-arrange and configure. 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.ĭASHBOARD: The dashboard is the one place to get a quick overview of your finances. It makes transaction entry as fast as it can be! 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. MoneyWiz will even set the proper payee! (* optional service, requires subscription) WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. Envelope budgeting is also available.īILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash or Online Banking.īUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth.
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!ĪCCOUNTS: Have all your accounts in one place. Set up all your bills to get reminders and forecasting. MoneyWiz will make sure that never happens again. NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. GET OUT OF DEBT : Weve 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!
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MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more.ĪLL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management! Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! Thats MoneyWiz - the worlds most powerful and beautiful finance software. Simplify your financial life with MoneyWiz.
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