MoneyWiz 3 - Personal Finance

Name: MoneyWiz 3 - Personal Finance
Rating: 4.65953 (1495 reviews)

Finance

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MoneyWiz 3 - Personal Finance

Finance

4.7

1.5K ratings

Age Rating

Seller

SilverWiz Ltd

In-App Purchases

$4.99 – $59.99

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User Reviews for MoneyWiz 3 - Personal Finance

Problems with $50-Subscription

I upgraded to Money Wiz 3 Premium a few days ago, and the system keeps having trouble recognizing my subscription. It worked initially, then stopped working. Support emailed me instructions that must be outdated because the steps do not play out the way the instructions indicate. Deleting the app and then re-downloading it and signing in again made it started working again. However, the next day, it stopped recognizing my subscription (my $50-subscription) again. So, again, I had to delete and then re-download the app and sign in again to make it start working. Support said that a future updated subscription service would solve the issues, but I paid $50 for a subscription that was sold as already working, not “will work in the future.” I want this fixed. I shouldn’t have to keep deleting and re-downloading the app. There must a solution, and it should have already been provided to me the first time.

Cecil71, Nov 12, 2018

Recent and previous user

I was a long time Quicken user and recently came back to Money Wiz since the recent update. I had left Money Wiz because of Quicken’s easy to see forecast feature. Money Wiz has stepped up to plate and made me a convert again. I love the option to save locally, and look forward to the mobile version looking more like the Mac platform. The balance forecast being visible in transactions with one touch is what I needed to get me back. I can also get transaction updates right from my credit union, which did not work for me previously. I have had some questions about how to solve minor issues and contacted support, and have gotten help promptly. I love it! I am still learning functions and how to get it to work the best way for me. 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 am only using the program to keep on top of bills at present and my balances. Anyway, I am back! Thank you Money Wiz!

CindyMKuehn, Feb 24, 2019

Trust earned from day 1.

Being a user since they first launched years ago, I can say nothing but top notch dedicated developers that deeply cares about their customers. Whenever I had an bug or issue, a simple email gets speedy and personal responses. Them still working hard at it throughout its ups and downs for this long shows how they’re passionately in the game for the long haul. The app has all the features one would ever want for a budgeting app that caters to every nuanced preferences of every user, and the list is definitely long. Syncing is robust, and user interface is clean and easy to understand. They care so much for customers that they even offer both standard 1-time purchase as well as monthly subscription options.

compute, Apr 06, 2019

Excellent App for Documenting you Expenses

Tried numerous apps before I found MoneyWiz. I wanted an app where a can record my checking, savings, credit card and other accounts along with scheduling up coming bills and payments so I always know where I stand. You can create different categories and split transactions to show what was spent on multiple categories like groceries, clothing and sales tax. The app has great reporting capabilities and you can creat your own. I created one I call cash flow that can show me months out what my balance in my checking account will be. I have not figured out the budgeting function yet. But I really don’t have a need at this time. Highly recommend you go the premium route after you try it out for a while.

Crankydave74, Nov 14, 2018

Horribly Confusing

What happen to the best checkbook and business checkbook app I’ve ever used? The latest update is terrible, it’s hard to navigate with the overly large fonts and clunky way the registers are setup up are a nightmare to navigate. It literally took me two hours to balance my checkbook because I couldn’t figure out what I was even looking at. It’s almost impossible to navigate back and fourth to each of my accounts, the colors also don’t help and you can’t even tell what’s posted verse pending. Turn down the colors take it back to a checkbook register not a arcade game, and make the font not so big, and either make the category avatars smaller or go away, then you might have something. I don’t want to switch but I may have to.*update*While their customer service is phenomenal the app is still lacking but it’s getting there. After the initial shock of the massive change that left allot to be desired but it’s wearing on me, the only massive issue left that I find extremely annoying is when you clear a charge it drops you down to the clear section. It needs to stay up top with your pending charges, she. Your done you can scroll down, Fix that and things will be looking up. Keep up the good work guys.

Crop Guy, Dec 07, 2018

Minor Learning Curves With Update But Exceptional Customer Service

I actually preferred their old version, but appreciate the addition of SyncBits. I’ve had a few minor issues during my learning curve, but the folks at MoneyWiz promptly responded to my assistance requests, and led me through the issue. They have by far the best customer service of any app I have. I was using the Mac OS version last night and it was fantastic compared to the iPhone version. I especially liked that in the Mac version, under Scheduled and Calendar, if I touched a day with a transaction, those transactions appeared. That ability is absent in the iPhone version and results in time being wasted tracking down those transactions. Great app, and I enjoy using it.

Gold_Trader, Jan 01, 2019

Best financial tracking app I’ve ever used

For years I looked for a replacement for Quicken and QuickBooks because (1) I didn’t trust Intuit with my data, (2) I was looking for an app that supported peer to peer syncing between my devices so that I could always rely on having all my account information with me and the ability to enter new transactions anytime, and (3) I wanted something that could track my US and UK accounts equally as well (plus travel to Sweden, France and Spain too so lots of foreign translations) with currency conversion built in. I found this and more. The app is incredibly polished and easy to use. It’s literally my favorite app! The team at MoneyWiz are incredibly responsive answering all my questions so far within a couple hours.

Kevin Q, Nov 01, 2019

Solid app, excellent support

Love the app (I also use the macOS desktop version). Love the ease of use and the features in the premium subscription service. Tried other other personal finance software, and MoneyWiz is by far the best. The sync between devices is seamless.I’d love to see some cosmetic changes (such as color-coding, improved icon library, and easier transaction splitting) but completely satisfied with the core software.MoneyWiz is not immune to occasional minor issues, but those have been cleared up by their dedicated support people. The most frequent cause of issues is out of MoneyWiz’s control: the online banking sync services Yodlee and Salt Edge. But MoneyWiz handles dealing with them, so as a MoneyWiz customer, I only have to talk to MoneyWiz.

Maardvark32, Jul 14, 2019

Great finance system

I’ve been a Quicken/Mac user since the 1980’s. For the most part, the Mac desktop version is adequate. However, the mobile apps have very limited functionality, and the Quicken/Mac budgeting is terrible. These are two of many areas where MoneyWiz 3 excels. Almost everything you can do in the macOS version, you can do in the iOS versions. And the budgeting process (both macOS and iOS) isn’t just a monitoring tool, it is an excellent planning tool. I am still running in parallel, and there are things that work differently between the 2 apps, but MW3 is intuitive, well designed, stable and attractive. If I am away and I only have my iPhone or iPad with me, a can do anything I need to do on them. In fact, my iPad has become my preferred system to update and review my finances.

t0pgun, Sep 20, 2019

Love!

I was a longtime PocketMoney user but after latest update rendered it useless to me I came to MoneyWiz after trying many others. Even though I do everything manually, I prefer MW3 over MW2 because of the cleaner interface & expanded options. And even tho I was so very sad to leave PM, I must say that I absolutely LOVE the automatic syncing between devices so that I always know my balances. Another feature that is very handy is the un/cleared red/green dot so that if you want to periodically compare your manual entries against the bank’s between monthly reconciliations to make sure you didn’t miss something, you simply tap the red dot to “check off” the entry & it turns to green so that you know you match the bank (or whatever you’re checking against). The only thing I truly miss from PM is the ability to do a monthly reconciliation using the beginning/ending balances from my bank statements. Apparently this is a feature available only on the desktop version and my reason for only 4 stars (if possible I would have given 4.5). Otherwise it’s great!

wytchipoo, Jan 12, 2020

Description

Manage everything about your money from a single app. Sync with banks or manage accounts manually. Available for all major platforms and syncs between all of your devices automatically.

FEATURES HIGHLIGHT: • worldwide online banking support with automatic transaction categorization and access to over 18,000 banks in over 70 countries, • crypto, forex and stock trading investment accounts with automatic trades sync, • cross-platform sync with native apps for your desktop and mobile, • manual transaction entry & bank statement import for those who prefer to do manual bookkeeping, • powerful budgets, transaction scheduling, financial forecasts and reporting, • translated into more than 20 languages, support for all world currencies, multi-level custom categories, and so much more with over 600 features! MoneyWiz is often referred to as the “go-to” application by our customers. Tired of comparing finance applications? Exporting data from one app to another to find the perfect one? Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances. Launch it, grab a beverage of your choice and start actually enjoying working with your finances! HOT OFF THE PRESS! CRYPTO SUPPORT! Our latest release includes support for forex and crypto-currencies. MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set. You’re now able to see your entire portfolio, latest prices and your current net worth - all in one beautifully organized workspace! SO HOW EXACTLY DO WE MAKE FINANCE MANAGEMENT EXCITING AND ENJOYABLE? YOUR DATA COMES TO YOU! With the Online Banking feature you don’t need to enter data manually (but you can!). 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! 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! CROSS-DEVICE SYNC THAT WORKS 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. YOUR DATA STAYS YOURS We pride ourselves in our privacy-oriented approach. 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. Just take a look at our Privacy Policy! Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication). DEDICATED SUPPORT TEAM Our support team is one of the most frequently mentioned compliments customers leave in the application reviews - and we couldn’t be prouder! SUBSCRIPTION & PRIVACY NOTICE To enable all features, you need to purchase MoneyWiz. We offer two options: * MoneyWiz Premium - subscription that enables everything on all devices. Costs $49.99/year or $4.99/month. * MoneyWiz Standard - one time payment. Sold separately for each platform (pricing varies). Enables SYNCbits (cross-device sync) but NOT online banking. 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. Privacy Policy: https://wiz.money/support/privacy-policy/ Terms of Use: https://wiz.money/support/terms-of-service/

MoneyWiz 3 - Personal Finance

MoneyWiz 3 - Personal Finance

Age Rating

Seller

In-App Purchases

Price Intelligence:

Grow your in-app revenue

Price Intelligence based on:

In-App Purchase Price (Subscription or Non-Recurring)

with the most powerful mobile SDK for subscriptions

User Reviews for MoneyWiz 3 - Personal Finance

Problems with $50-Subscription

Recent and previous user

Trust earned from day 1.

Excellent App for Documenting you Expenses

Horribly Confusing

Minor Learning Curves With Update But Exceptional Customer Service

Best financial tracking app I’ve ever used

Solid app, excellent support

Great finance system

Love!

Description

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