MoneyWiz 3 - Personal Finance

MoneyWiz 3 - Personal Finance

By SilverWiz Ltd

  • Category: Finance
  • Release Date: 2015-07-15
  • Current IOS App Version: 3.5.8
  • Adult Rating: 4+
  • File Size: 75.62 MB
  • IOS App Developer: SilverWiz Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 854 IOS App Ratings


Recognized by Forbes, CNN, The Telegraph, The Independent and more! MoneyWiz is the ULTIMATE finance management application loved by thousands! We have it all: • worldwide online banking support with automatic transaction categorization and access to over 16,000 banks in over 50 countries, • crypto, forex and stock trading investment accounts with automatic trades sync, • cross-platform sync with native apps for your desktop and mobile, • manual transaction entry & bank statement import for those who prefer to do manual bookkeeping, • powerful budgets, transaction scheduling, financial forecasts and reporting, • translated into more than 20 languages, support for all world currencies, multi-level custom categories, and so much more with over 600 features! MoneyWiz is often referred to as the “go-to” application by our customers. Tired of comparing finance applications? Exporting data from one app to another to find the perfect one? Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances. Launch it, grab a beverage of your choice and start actually enjoying working with your finances! HOT OFF THE PRESS! CRYPTO SUPPORT! Our latest release includes support for forex and crypto-currencies. MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set. You’re now able to see your entire portfolio, latest prices and your current net worth - all in one beautifully organized workspace! SO HOW EXACTLY DO WE MAKE FINANCE MANAGEMENT EXCITING AND ENJOYABLE? YOUR DATA COMES TO YOU! With the Online Banking feature you don’t need to enter data manually (but you can!). Just connect to one of the thousands of banks we support and relax while MoneyWiz downloads and automatically categorizes transactions from your checking, credit card, savings, investment, forex and crypto accounts! On top of that, MoneyWiz uses proprietary AI algorithms to learn from your changes, so the more you use it the better auto-categorization becomes! Not a fan of automatic online sync? Need to transfer data from another app? We’ve got you covered! You can still enter manual transactions with ease as well as import your transactions in form of CSV, QIF, OFX, QFX and MT940 files! CROSS-DEVICE SYNC THAT WORKS You can use our amazing SYNCbits syncing service to ensure that you have your data with you at all times, on all devices! It allows for offline use too, and automatically detects internet connection to sync any changes made while offline. YOUR DATA STAYS YOURS We pride ourselves in our privacy-oriented approach. Any use of online services is optional but if you do decide to use them, rest assured that your data is protected with the best safeguards and encryption methods available. Just take a look at our Privacy Policy! Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication). DEDICATED SUPPORT TEAM Our support team is one of the most frequently mentioned compliments customers leave in the application reviews - and we couldn’t be prouder! SUBSCRIPTION & PRIVACY NOTICE We do not impose a limit on the number of accounts, budgets, regular or scheduled transactions you can create in MoneyWiz. However, you will need the MoneyWiz Premium subscription if you wish to sync other devices via SYNCbits and/or use the Online Banking feature. The subscription costs $5.99 per month, or $59.99 per year. A one month trial is available for the yearly subscription. Your subscriptions 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 Use:



  • Solid app, excellent support

    By Maardvark32
    Love the app (I also use the macOS desktop version). Love the ease of use and the features in the premium subscription service. Tried other other personal finance software, and MoneyWiz is by far the best. The sync between devices is seamless. I’d love to see some cosmetic changes (such as color-coding, improved icon library, and easier transaction splitting) but completely satisfied with the core software. MoneyWiz is not immune to occasional minor issues, but those have been cleared up by their dedicated support people. The most frequent cause of issues is out of MoneyWiz’s control: the online banking sync services Yodlee and Salt Edge. But MoneyWiz handles dealing with them, so as a MoneyWiz customer, I only have to talk to MoneyWiz.
  • I cannot figure out why each new update does include Ascending or Descending order. MoneyWiz 2 does.

    By Markdpy
    The new layout is not my favorite. Allowing to make the font larger would give it a 5. How can you change Ascending and Descending order MoneyWiz is going the wrong way. Update yesterday and still NO Ascending or Descending order. Truthfully, MoneyWiz should dump version 3 and start over. By all the reviews for version 2 a lot of people agree.
  • Great product with outstanding customer service

    By Sawdust engineer
    I’ve been a MoneyWiz user for about 5 years and have always been impressed by the quality of the product, frequent feature additions, communication from the development team and customer service. Very often a response will come within an hour or two and unlike many other products, they are highly skilled and usually able to solve problems quickly.
  • Good update

    By Jmoscosopantoja
    Thank you for the new possibility to change the icon app. I’m sorry but I think the new one is horrible Regards
  • Happy made switch

    By papi Hatch
    I switched from Quicken16 in order to share registrars across multiple devices and have them sync. The install was easy and the account upload was easy. It’s been nice to have almost no interruption and a program that is intuitive.
  • Excellent product for tracking your money

    By MongoSmash
    My wife and I have been using MoneyWiz for years, and it’s absolutely a fantastic product. We use it across five different platforms (Android, iPhone, iPad, Mac, Windows), with zero syncing issues, to manage five different accounts. It’s absolutely essential for us in managing our money, and well worth the yearly subscription fee.
  • No Support!

    By rdvii
    I’m glad I had an issue in not being able to create a loan account during the one week free trial, before I was charged for the premium subscription. I reported the issue, and have had no response in three days. This app is definitely not worth the $50.00 they want to charge annually; stay away!
  • It Just Works

    By Grandpa Chuckles
    I use MoneyWiz on an iPad to keep track of all of my checking and credit card expenses, my future and recurring bills, and to project balances for future months using ledger and plotting. It does these things very well. The user interface is clean and easy to use. Entering and retrieving data are quick, easy and flexible. MoneyWiz offers good, prompt customer support.
  • Helps Me!

    By orphanedrecord
    I have tried several apps to help me get a handle on my financials and MoneyWiz has proven to be the best! The iPhone app, which syncs to my MacBook, has the right amount of features without the bloat and confusing UI. High five to your Dev and UX teams, great app. Highly recommended!
  • Love, love, love this app

    By cmill448
    I have been trying to track my expenses for years. Between my husband and I, we have at least 300 transactions a month. Each time I open the app, it automatically downloads all our activity since the last time I used it. I created some new categories, deleted some preloaded categories, and was ready to roll. The app is intuitive, the icons are pretty, and support got right back to me when I had questions on how to more efficiently use the app. I finally feel in control of my finances. Note - I did upgrade to premium. Very happy with this app and it’s actually fun to work with.