![]() ![]() I am only using the program to keep on top of bills at present and my balances. I have not tried much with reports, but after I use it for a little longer, from what I remember from being a previous user, the reports I can run are full of information that can be very useful. I love it! I am still learning functions and how to get it to work the best way for me. I have had some questions about how to solve minor issues and contacted support, and have gotten help promptly. I can also get transaction updates right from my credit union, which did not work for me previously. The balance forecast being visible in transactions with one touch is what I needed to get me back. I love the option to save locally, and look forward to the mobile version looking more like the Mac platform. Money Wiz has stepped up to plate and made me a convert again. I had left Money Wiz because of Quicken’s easy to see forecast feature. I was a long time Quicken user and recently came back to Money Wiz since the recent update. You can turn off auto-renew at any time from your iTunes account settings. Your subscriptions will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. Enables SYNCbits (cross-device sync) but NOT online banking. Sold separately for each platform (pricing varies). * MoneyWiz Premium - subscription that enables everything on all devices. To enable all features, you need to purchase MoneyWiz. Our support team is one of the most frequently mentioned compliments customers leave in the application reviews - and we couldn’t be prouder! Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication). Any use of online services is optional but if you do decide to use them, rest assured that your data is protected with the best safeguards and encryption methods available. We pride ourselves in our privacy-oriented approach. You can use our amazing SYNCbits syncing service to ensure that you have your data with you at all times, on all devices! It allows for offline use too, and automatically detects internet connection to sync any changes made while offline. Not a fan of automatic online sync? Need to transfer data from another app? We’ve got you covered! You can still enter manual transactions with ease as well as import your transactions in form of CSV, QIF, OFX, QFX and MT940 files! Just connect to one of the thousands of banks we support and relax while MoneyWiz downloads and automatically categorizes transactions from your checking, credit card, savings, investment, forex and crypto accounts! On top of that, MoneyWiz uses proprietary AI algorithms to learn from your changes, so the more you use it the better auto-categorization becomes! With the Online Banking feature you don’t need to enter data manually (but you can!). SO HOW EXACTLY DO WE MAKE FINANCE MANAGEMENT EXCITING AND ENJOYABLE? You’re now able to see your entire portfolio, latest prices and your current net worth - all in one beautifully organized workspace! MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set. Our latest release includes support for forex and crypto-currencies. Launch it, grab a beverage of your choice and start actually enjoying working with your finances! Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances. Tired of comparing finance applications? Exporting data from one app to another to find the perfect one? MoneyWiz is often referred to as the “go-to” application by our customers. ![]() translated into more than 20 languages, support for all world currencies, multi-level custom categories, and so much more with over 600 features!.powerful budgets, transaction scheduling, financial forecasts and reporting,.manual transaction entry & bank statement import for those who prefer to do manual bookkeeping,.cross-platform sync with native apps for your desktop and mobile,.crypto, forex and stock trading investment accounts with automatic trades sync,.worldwide online banking support with automatic transaction categorization and access to over 18,000 banks in over 70 countries,.Available for all major platforms and syncs between all of your devices automatically. Sync with banks or manage accounts manually. Manage everything about your money from a single app. ![]()
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