MoneyWiz 2023 Personal Finance

Name: MoneyWiz 2023 Personal Finance
Rating: 4.60914 (1466 reviews)

Finance

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MoneyWiz 2023 Personal Finance

Finance

4.6

1.5K ratings

Age Rating

Seller

SILVERWIZ LLC

In-App Purchases

$4.99 – $49.99

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User Reviews for MoneyWiz 2023 Personal Finance

Love this app!

Former iBank/Banktivity user of 10 years here. I recently had my banktivity software crash on me and become unusable and my software was outdated and obsolete. After reading all the poor reviews of Banktivities newest software I started looking for an alternative. At first glance of Moneywhiz 21 I was a little intimidated. It looked clean but complicated compared to what I was used to. Bankitivity used to pride itself on looking like Apples aesthetics. Thats what hooked me back in the day. I dowloaded the app and to my surprise it gives you the ability to try the app in demo mode before subscribing. I played with it for a week with a mockup of my account and budgets and man was I stoked about how simple and intuitive it is!! It also runs like a dream on my new iphone 13. Also when you open it on a Mac it looks identical to your phone. Layout, colors, etc. even the cloud sync is flawless. I remember Banktivity being so complicated and you never knew when a glitch would occur during sync and you'd have to wipe it out and start over. That happened several times back in the day. Get this app you wont regret it!!! Im actually excited about goals and budgets again! P.S. Im also a new Robinhood user and having your brokerage linked to Moneywhiz 21 is super slick. All of you finances all in one place.

BrandangoG, Nov 23, 2021

Best App and Customer Service Ever

I’ve been using MoneyWiz for years. I recently upgraded to MoneyWiz 3 so I could use it on my new PC, but was upset that the newer version separated my pending and cleared transactions. I found that to be confusing and emailed them to see if there was any way to integrate the two. They responded almost immediately that I could not do so in that version. They suggested that I get MoneyWiz 21, which is an annual subscription, but would allow me to integrate the two categories. Unfortunately, MoneyWiz 21 is only available in IOS, but I can use it on my phone and tablet, just not on my PC, and for me, that was the best choice. When I let them know that I wanted to switch, they immediately refunded my money and I went ahead and got MoneyWiz 21. So, their customer service is outstanding. I have never been able to keep track of my funds using a check register and I have found MoneyWiz to be totally reliable and I depend on it. I don’t use any of the fancier features like syncing with my bank. I don’t want to know what my bank thinks I have; I need to work off of what I will have when all my bills and pending transactions are paid! But if you are financially savvy (I’m not) there are tons of features that can help you track investments etc.

Damnedyankeelass, Jan 11, 2021

Best App and Customer Service Ever

Damnedyankeelass, Apr 29, 2023

Finally a strong App that works

I love moneywiz 2020. My priorty was to use an app that downloads all my financial accounts and gives me a full picture of what i have and what is happening. There are a lot of services like this but none that function flawlessly. Quicken is slow and doesn't support all my bank accounts. Banktivity, personal capital, or Calrity Money also don't allow you to connec to all the banking and investment institutions--totally pointless for a financial app. Moneywiz offers three data aggregators, if one doesn't work for you, try the other. Finally, they have superb cutomer service. The response time to my emails and queries is so less than a few hours. sometimes within a few minutes. They care about the customer relationship. Be aware that there is no perfect financial app, because they all rely on another service to aggregate data from banking institutions. so their at the mercy of another provider, but they address any bugs or issues in connectivity immediately. i was able to get into al of my accounts (15 in cluding robinhood and webull) in a day or two. I tried all available apps and services, and this is the best hands down.

K-dani, Dec 04, 2020

wow... Severly disappointed

Opened the program, excited to add another new credit card account with chase to my chart of accounts, went ahead and added it to my accounts by linking through chase bank & plaid, only to find out that all of my existing bank accounts with chase have now been duplicated. Tried to delete the duplicates, it has now screwed up all of the balances on accounts that are completely unrelated... are you serious? Great app, great concept, horrible support/nonexistent from their website. MAJOR FLAWS. One mistake like this could cost you an entire weekend to fix the damage it did. Absolutely horrible experience. I've honestly never felt more annoyed with an app in my life. One small mistake and everything is completly ruined, all that work renered completely useless. IF you heed my caution, unless they fix stuff like this, you should stay away. It has a great appeal to someone who is business minded or trying to stay on top of their complicated finnances HOWEVER this is a landmine of an app, step on the wrong bug, and youre entire financial well being might as well get blown to pieces,(fragmented, worse off and more complicated than how you started). If you ignore this warning then to you I say, Goodluck!

kevin.grantt, May 07, 2022

Sync is a disaster

I had high hopes for Moneywiz but i spent several hours twice importing my data on my mac. Part way through each time it stopped syncing from the mac so while it looked good on the mac it was way out of date on my ipad. I tried following the instructions but nothing seemed to help and i ended up both times losing everything on the mac. I found a file that looked like it might contain all the unsynced changes but i had no way of applying it. I dont have the time or patience to try a third time. My situation is slightly complex in that i have bank accounts in 3 countries and it took a while to correct all the currency transfers from the import. This is where most of the time went and removing duplicates caused by having to import the accounts one at a time in the correct currency. Hopefully if your situation is simpler this will be fine for you. I was on the 7 day trial and got no response to my emails to support.

Legal Alien UK, Sep 17, 2021

Horrible Syncing feature.

As the tittle says. I would not waste your money like I did on the premium version of this app for the Bank/Financial institution syncing feature. As many other reviews have stated this feature is inconsistent and unreliable. Way more often than not, when you sit down with the app to go over your finances you will find that your transactions of your accounts are not up to date. You will find that your accounts have not been updated by many hours to a day or so. This makes it impossible to get an accurate account of where your at financially at any given time using this App. You can update your transactions manually, but that negates the reason for subscribing to the premium version of this App. The App has several choices for which third party vendor you want to use for syncing to your accounts. For the USA/Canada the vendor choice is “PLAID”. This is the one I use. I have seen in other reviews that the developer says they have no control over the way the the third party company handles the syncing and that all they do is incorporate this feature into their App. Well, the problem is that I paid my subscription to MoneyWiz not PLAID. So please don’t advertise and charge a premium for a feature in your App that doesn’t work properly. Other than that its a decent App. Thank you.Update:That’s fine. But please disclose/advertise this deficiency in your promo/app description so consumers can make an informed purchasing decision. 🤷‍♀️

Realsville, Apr 12, 2022

Love it

I am an experienced financial software user, starting with Quicken decades ago. I never liked the Quicken smartphone app as it was really a tag along to the desktop. I tried several smartphone apps, and finally found MoneyWiz (I used the older version first and eventually upgraded to the latest version). The program is totally reliable. I am a CPA and track both my personal and side business finances on MoneyWiz. The auto updates ALWAYS work, and every time I find what I think is a big, Paul responds very quickly to me and shows me that it isn’t a big, but rather I didn’t understand something (like the report date on one report wasn’t month end). I am a fanatic about accuracy and have spreadsheets set up the automatically update based on reports generated by MoneyWiz, and everything is always in balance. This was the first time I didn't have to change a money management program after first year or two!

Richjlev, Jan 22, 2023

full featured money management

A great alternative to Quicken. PROS: - Automatic bank feeds powered by Plaid supports most financial institutions. - Table view of transactions for bulk editing. - Works on multiple devices and settings are synced. - Support for investments. CONS: - Unpolished interface. It is clunky and in your face with big, colorful icons. It definitely does not adhere to modern design trends. It waste so much space. - Cash forecast calendar is not useful. It is just a tiny sidebar under the schedule page. To see the forecast amount for the day, click it and a tiny pop-up shows you the balance for every account but requires you to scroll. I have used MoneyWiz in the past and seem to recall they once had a full calendar, not a sidebar. - Useless cash forecasting report. If you choose by day, it tries to squeeze 30 days into a horizontal bar graph. Bar graph is the only option. It would be more useful if you could then choose a weekly time frame, but month is the minimum you can choose. - Slow syncing - No renaming and categorization rules to automatically rename new transactions

SpaceRobot99, Oct 15, 2021

full featured money management

spacetek7, Oct 15, 2021

Description

Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz 2021. MoneyWiz is the only personal finance app that can help you manage every aspect of your finances. AT A GLANCE + Tracking for bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto; + Automatic download of new transactions through direct connections to your banks; + Cloud backup and automatic sync across your iPhones, iPads and Macs; + Advanced import features, so you can quickly move your data from other apps; + Military grade data security with 256bit end-to-end encryption; + Extensive tutorials and built-in support chat with a real humans! [ GET 1 WEEK FREE TRIAL ] Check our extensive features today!

CONNECTED BANK ACCOUNTS + 40,000 banks in 55 countries via 4 data providers + Automatic detection of Transfers and Refunds + Automatic categorization with AI and learning + Get notifications for every new transaction MANUAL ACCOUNTS + Track manually if connected bank accounts is not for you + Complete control over your transaction entry form + Post transactions in connected accounts too + Import OFX, QIF, CSV and MT940 ALL ACCOUNTS + Group accounts any way you want + Bulk edit + Reconcile against bank statements + Custom account icons + Multi-currency support with automatic refresh of currency rates + Archive old accounts INVESTMENTS + Support for all your stock market investments, including stocks, options, bonds and more + Unmatched support for Crypto and Forex investments for a personal finance app + Handling for investments pre-IPO and pre-ICO BUDGETS & GOALS + Versatile budgeting tools for various styles, including envelope budgeting + Group budgets anyway you want + Real time progress indicators BILLS & SUBSCRIPTIONS + Get alerted when it's time to pay or get paid + Never forget a payment again + Tap on the calendar for instant Forecast based on your scheduled payments REPORTS + Analyze your money with 30+ reports + Save reports for easy access in the future + Group reports any way you want + Export reports to PDF, CSV or print them WEEKLY IMPROVEMENTS Check out our version history and road map. We deliver new improvements weekly, based on your feedback. 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: + 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 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