MoneyWiz 2 - Personal Finance

Developer: SilverWiz Ltd

Current Version: 2.6.5

Last Updated: 14 hours ago

Download Size: 18.8 MB - Download

Description:

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, Investment/Brokerage, Cash 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, 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:
https://wiz.money/support/privacy-policy/

Terms of Service:
https://wiz.money/support/terms-of-service/

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Release Notes:

[Features]
* Optimized for macOS 10.13
* Ability to disable TouchID use on macOS but still use PIN protection
* Ability to manually set cost basis of investment holdings
* Ability to manually set the price of a security (in case it's not supported for auto update of the price, such as some mutual funds)
* Performance improvements
* Fixed a visual issue with the subscriptions screen on iPad
* Made investment G/L calculations to take dividends, fees etc. into account
* Implemented a check to avoid duplicating transactions when a scheduled transaction executes in an online banking account
* We've implemented a feature that we call "The ultimate OB data consistency check". This feature will use advanced logic to determine when Yodlee or SaltEdge is not providing us with accurate data, and MoneyWiz will try to mitigate it on its own or inform of you if that happens and it's unable to handle it automatically
* MoneyWiz loading time decreased by around 25%

[Improvements]
* Fixed an issue where adding multiple transactions one after another may result in the transactions showing up in random order but not the order in which you entered them
* Fixed an issue where a manually deleted online banking transaction would re-appear after a new sync
* Disabled the reminder to review MoneyWiz
* Various fixes related to handling MFA accounts via Yodlee
* Fixed a crash that happened if you deleted the category of a split transaction monitored by 2 or more budgets
* Fixed an issue where with creating a transaction of 0 value in a budget
* Fixed a bug where some groups may not appear in the list of accounts & groups
* Fixed a crash when generating a custom report
* Fixed a an issue where performing a gesture on a transaction via the Dashboard would result in a crash
* Fixed a crash related to restoring a subscription via the Subscriptions screen
* Fixed an issue where budget may not properly calculate if Rollover is used
* Fixed an UI issue where some accounts' names may get truncated
* Fixed an issue related to working with transactions where the transaction is posted in account in one currency but monitored in a budget in a different currency
* Fixed an issue with SaltEdge online banking where MoneyWiz would incorrectly ask you to re-enter your credentials
* Fixed an issue where an alert for wrong balance may appear twice
* Fixed a crash when clicking on stock's Details button
* Fixed a visual glitch where investment portfolios would not show up at times
* Fixed a visual issue where the account & amount fields were not visible when editing a transaction in a currency different from the account's currency
* Fixed a rounding issue with investment accounts
* Fixed an issue where some investment assets may not get auto updates of their price
* Fixed an issue with decimal button missing from the keyboard when inputing JPY transactions
* Fixed a bug that may have caused crashes for some customers when changing a category of a transaction
* Fixed an issue where for some UK based customers with investment accounts, the amount won't properly calculate as MoneyWiz did not consider pence vs pound difference between different brokerage firms
* Fixed an issue where the account list may show up empty when creating a budget
* Fixed an issue where for some Yodlee customers it was impossible to select the login type (where applicable)
* Fixed a crash related to saving specific reports
* Fixed a bug where some transactions won't import from online banking after they were converted to transfers (affecting only SaltEdge linked accounts)
* Fixed an issue with Yodlee where some login fields would be so long that they would be cut out of the screen
* Fixed an issue with the Cashflow report where it included pending transactions when it shouldn't have
* Fixed a crash for some TouchID users
* Fixed an issue where MoneyWiz may not start translated in your local language
* Various other crash fixes, bug fixes and stability improvements

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Most Helpful Reviews

5/5
Version 2.0.1
Review by dMacguy

Tried EVERY FINANCE APP … This Works GREAT for Me! - It is always interesting to see such a diversity of reviews. It makes me wonder about different system set ups and different needs. Personally I have tried just about EVERY Finance app available that includes both Mac and iOS versions. Sooner or later they always seem to reveal some serious shortfall for my needs. I had a previous version of Moneywiz and found it “good”, but not perfect. Tried You need A Budget which was very good … until it started randomly changing my “starting balance” on accounts. Went to the new Quicken … looks pretty but LOTS of problems. I decided to go back to Moneywiz just as the new version was in review with Apple. The old version had a couple of seemly small, yet very annoying problems. When I contacted their customer service they got back to me … “the next day”. They let me know the issues I inquired about had been resolved in the new iOS version and would be in the Mac version due out in a few days. I grabbed the iOS version and confirmed they were correct., so when the Mac version came out I immediately bought that as well. For ME … EVERYTHING works as advertised. The syncing has been instant and flawless. I also appreciate that the iOS version still lets me see and do pretty much everything I can on the Mac version instead of just some “skeleton” version. Just to give an idea of what I use it for … I have two bank checking accounts, a savings account, a car loan, my Amex account for business expenses, and two personal credit cards. It tracks them all with no issues. (At some point I will add in some investment accounts … I haven’t yet though) I run MOneywiz 2 on a three year old "maxed out" iMac with Yosemite, an iPad Air and my iPhone 6. I would suggest going to the webite if you are unsure and dowload the trial to see if its right for you. For me … its been great!

Found helpful by 19 out of 22 people
1/5
Version 2.5.1
Review by thatwaltguy

Needs a subscription to connect to online banking?!?! - The application requires a subscription plan to download info from chase.com. Complete waste of money.

Found helpful by 52 out of 65 people