MoneyWiz 2023 Personal Finance 2023.44.1

Organize your daily accounts, loans, savings, investments, and even cryptocurrencies efficiently and securely with MoneyWiz 2021. MoneyWiz is a comprehensive personal finance app that offers a wide range of features to manage every aspect of your finances.

At a Glance

• Track bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto
• Automatically download new transactions through direct connections to your banks
• Cloud backup and automatic sync across your iPhones, iPads, and Macs
• Advanced import features to quickly transfer data from other apps
• Military-grade data security with 256-bit end-to-end encryption
• Extensive tutorials and built-in support chat with real humans

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Connected Bank Accounts

• Compatible with over 40,000 banks in 55 countries through 4 data providers
• Automatic detection of transfers and refunds
• AI-powered automatic categorization
• Receive notifications for every new transaction

Manual Accounts

• Track your accounts manually if connected bank accounts are not suitable for you
• Complete control over the transaction entry form
• Post transactions in connected accounts as well
• Import data from OFX, QIF, CSV, and MT940 files

All Accounts

• Group your accounts in any way you prefer
• Bulk edit transactions
• Reconcile against bank statements
• Customize account icons
• Multi-currency support with automatic currency rate updates
• Archive old accounts

Investments

• Manage all your stock market investments, including stocks, options, bonds, and more
• Unparalleled support for crypto and forex investments in a personal finance app
• Handle investments pre-IPO and pre-ICO

Budgets & Goals

• Versatile budgeting tools for different styles, including envelope budgeting
• Group budgets in any way you prefer
• Real-time progress indicators

Bills & Subscriptions

• Receive alerts for payment due dates
• Never miss a payment again
• Instantly forecast future payments on the calendar based on scheduled payments

Reports

• Analyze your finances with over 30 detailed reports
• Save reports for easy access in the future
• Customize grouping of reports as per your preference
• Export reports to PDF, CSV, or print them for convenience

Weekly Improvements

Stay updated with our version history and road map. We release new improvements weekly, based on your valuable feedback.

Subscription

MoneyWiz offers a free version without limitations on the number of accounts, budgets, or regular transactions. However, certain features require a subscription:

• Premium subscription ($4.99/month or $49.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
• Standard subscription ($19.99/year) enables multi-device sync with a MoneyWiz Cloud account

Your subscriptions will automatically renew each month (or year, depending on the plan), and your credit card will be charged through your iTunes account. You can disable auto-renewal at any time in your iTunes account settings.

Links:

• Roadmap
• Privacy Policy
• Terms of Use