MoneyWiz 2 - Personal Finance

MoneyWiz 2 - Personal Finance

By SilverWiz Ltd

  • Category: Finance
  • Release Date: 2014-12-30
  • Current Version: 2.8.1
  • Adult Rating: 4+
  • File Size: 60.22 MB
  • Developer: SilverWiz Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 1,596 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:



  • Fantastic app

    By BigBurrito3848
    I have used this app for over 5 years and it is absolutely the best and user friendly app there is. I’ve tried others but this app beats them all. Hey, I’ve had no short checks in all that time, beats a paper check register. There has been a lot of negativity regarding the latest version 3, but they mainly comes from not checking out the upgrade before downloading. 3 has more features and flexibility that has a yearly subscription, but hang tight in December ‘18 there will be a free version.
  • Everything I Need It To Be

    By Film Rater
    This app is awesome! Does everything I need! I’ve been using this app for years! Excellent functionality and customer support! Five stars!
  • Dependable!

    By tinatopak
    I have been a customer since the first version and I have come to depend on this app for overseeing the multiple accounts that I have. The app is quite flexible in allowing me to configure it so that I can generate reports that fit my needs. When I recently updated the app on my Mac, I didn’t know that it would upgrade my Syncbits data thus preventing me from accessing my version 2 data on my phone. The customer support quickly reverted my account’s data after I sent them an email. I am thankful for the assistance.
  • Buena aplicación y soporte

    By Pege67
    Muy útil
  • Top notch

    By Marrietta
    Excellent customer service, though I’ve needed very little. Fast too!
  • A truly amazing app

    By Kuroi Tsuki
    This app practically makes balancing paper checkbooks obsolete! The fact that this app is really easy to use and so customizable is a bonus. I have been using this app for over 3 years and rarely have issues and when I do, customer support is the best; they respond very quickly and do their best to resolve your issue or at least walk you through the process. I highly recommend. Thank you, MoneyWiz team!
  • Very nice app👍🏻👍🏻

    By ileeyoung
    I have use this for couple years. It is faithful and safe. And reminding me to save money. Makes me awake.
  • Great App

    By Capnchihuahua
    Great app for keeping up with finances.The fact that syncing with IOS, Mac and Windows is a big plus.The support team is awesome.Quick to reply and quick to resolve any issues if possible as quickly as possible.
  • Support

    By Techie29
    Awesome support team who are very helpful and respond quickly!
  • MoneyWiz 2

    By dfoxjr
    All I can say is, what a top notch product along with a great support team! Thank you MoneyWiz!