![]() Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more. SETTINGS: Configure MoneyWiz to fit your needs. Fill it with multiple widgets which you can re-arrange and configure. 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.ĭASHBOARD: The dashboard is the one place to get a quick overview of your finances. It makes transaction entry as fast as it can be! 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. ![]() MoneyWiz will even set the proper payee! (* optional service, requires subscription) WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. Envelope budgeting is also available.īILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash or Online Banking.īUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. 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!ĪCCOUNTS: Have all your accounts in one place. Set up all your bills to get reminders and forecasting. MoneyWiz will make sure that never happens again. NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. GET OUT OF DEBT : Weve 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! MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more.ĪLL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management! Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! Thats MoneyWiz - the worlds most powerful and beautiful finance software. The intuitive design makes the process extremely user friendly but, unfortunately, the scheduled transaction cannot be managed in any way, which can ruin all your efforts.Simplify your financial life with MoneyWiz. To conclude, MoneyWiz is a modern application that helps you closely monitor your finances, no matter how many accounts you are using at the same time. Last but not least, the application helps you analyze your spending patterns by quickly generating different types of reports: net worth, trends, categories, forecast, account balance, budget balance, payees and statistics. MoneyWiz enables you to schedule income, expenses and other type of transfers, but you do not seem to be able to edit or even view them at a later time. You can read the developer’s MoneyWiz configuration guide to learn more about how are they keeping the data safe. At the same time, you can select the currencies you want to use.įurthermore, MoneyWiz is able to sync your database to all your devices, but keep in mind that you must register for a MoneyWiz account and that all the information will be uploaded to the MoneyWiz servers. The next step is to input the current balance and then start recording transactions as they occur.įor convenience, MoneyWiz is able to import transactions from your back statements (can handle QIF, OFX, QFX and CSV files) which means that you do not have to input all the data manually.įrom the MoneyWiz Preferences window you can easily manage the Expenses and Incomes categories to match your own life style. To get started, you must define at least one account and choose one of the 5 available types: checking, cash, credit or savings. You will be able to store information about the activity on all your accounts, create budgets that will sum up all the expenses regardless of the used account, schedule transfers and then quickly generate colorful reports. MoneyWiz is an efficient application designed to help you understand what you are doing with you money. Acting responsible when it comes to money is a must if you are aiming for a successful financial future.
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