MoneyWiz 2023 Personal Finance

Get Money Management Superpowers!
MoneyWiz is a super powerful personal finance manager, available for iOS & macOS.

[ GETTING STARTED ]
* Sync with over 40,000 banks worldwide via 4 data providers. Thats more banks than anyone else supports! MoneyWiz will auto categorize them and automatically detect transfers!
* Sync between multiple devices (iOS / macOS) automatically. MoneyWiz is fully featured on desktop & mobile!
* Easily import data from other software. MoneyWiz supports QIF, OFX, CSV, QFX and MT940 files.
* Sign in with Apple, takes a minute to get started! 1 week free trial included.
* Extensive tutorials and built-in support chat (with a real human) will help you through any questions you may have. Our average response time is just 2 hours during business hours!
* Stay safe with our military grade 256bit encryption and strict privacy policy. We DO NOT SELL your data!


[ ACCOUNTS & TRANSACTIONS ]
* See all your accounts, transactions and combined net worth in one place.
* Group accounts any way you want.
* Browse and search the transactions in an account, entire group or all accounts.
* Manage accounts & transactions manually or have a mix between bank connected accounts and manual ones. You can even post transactions in connected accounts.
* Configure the transaction entry form and fields
* See transactions in both list view or table view (table view is only supported on iPad and macOS)
* Bulk edit transactions
* Reconcile against bank statements
* Multi-currency support with automatic refresh of currency rates
* Automatic categorization of transactions that learns from you
* Multi-level categories & subcategories make organizing by category easy
* Archive old accounts


[ INVESTMENTS ]
* Track all your stock market, crypto and FOREX investments in one place.
* MoneyWiz automatically refreshes the rates for stocks, crypto and currencies
* Manually enter prices for your holdings in case they are not supported
* See GL at a glance


[ BUDGETS & GOALS ]
* Budget the way that works for you, not the way that we thought you should. MoneyWiz is super versatile and allows for various budgeting styles, including envelope budgeting.
* Group budgets any way you want
* See real time progress of your budgets, including a health indicator showing your actual rate of spending vs the expected one, so you can adjust your spending habits before its too late
* Plan for the future with savings Goals
* Easily move money between budgets and goals


[ SCHEDULED TRANSACTIONS ]
* Never forget a payment again - have all your scheduled bills and payments in one place
* Get alerted when its time to pay or get paid
* Tap on the calendar for instant forecast based on your scheduled payments


[ REPORTS ]
* Analyze your money with various reports
* Save reports so you can easily access them later
* Export reports to PDF or print them


[ MORE ]
* MoneyWiz is an extremely powerful & versatile product, while maintaining a clear and easy to use interface. You can configure a lot of how you want it to work.
* We update MoneyWiz with new features & bug fixes every week. Check out the release notes and development roadmap at https://help.wiz.money
* Made in California


[ SUBSCRIPTION ]
We do not impose a limit on the number of accounts, budgets, regular or scheduled transactions you can create in MoneyWiz for free. However, you will need a subscription to enable certain features.

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.

[LINKS]

Roadmap: https://wiz.money/roadmap
Privacy Policy: https://wiz.money/privacy/
Terms of Use: https://wiz.money/toc