MoneyWiz 2 - Personal Finance

MoneyWiz 2 - Personal Finance

By SilverWiz Ltd

  • Category: Finance
  • Release Date: 2014-12-30
  • Current Version: 2.8.1
  • Adult Rating: 4+
  • File Size: 60.22 MB
  • Developer: SilverWiz Ltd
  • Compatibility: Requires iOS 9.0 or later.
Score: 4.5
From 1,632 Ratings


Simplify your financial life with MoneyWiz. Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That’s MoneyWiz - the world’s most powerful and beautiful finance software. MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more. HOW CAN MONEYWIZ HELP YOU? ● ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management! ● GET OUT OF DEBT : We’ve 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! ● NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. MoneyWiz will make sure that never happens again. Set up all your bills to get reminders and forecasting. ● 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! FEATURES HIGHLIGHT ● ACCOUNTS: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash, Investment/Brokerage or Online Banking. ● BUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available. ● BILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap. ● WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (* optional service, requires subscription) ● 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. It makes transaction entry as fast as it can be! ● 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. ● DASHBOARD: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen. ● SETTINGS: Configure MoneyWiz to fit your needs. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more. ● PROTECTION: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it. ● SYNC: Connect multiple devices with SYNCbits – the cloud sync that does everything automatically – from sync, to conflicts resolution. SYNCbits has banks level security and it’s completely free! ● IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all. SUBSCRIPTION & PRIVACY NOTICE To connect to your bank for automatic downloading of transactions, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year. Your MoneyWiz Online Banking subscription 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: Terms of Service:



  • Needs update for iOS 12

    By RyJohn01
    Ever since updating to iOS 12 (with a clean install) this app has been giving me problems. I use it daily, but for some reason my accounts will periodically show an incorrect total balance. After entering in more items, it will correct itself, but then it will happen again a few days later. Very frustrating when you can’t rely on the totals presented.
  • What a rip off!

    By Captain Doug
    They charge you for the App and then to use anything in it they want a subscription. Then I don’t know how to get my money back. RIPP OFF!!
  • Great software

    By Bamfsig45
    This does everything I need for balancing my daily expenses. I’m anal about balancing to the penny. This allows me to do that with ease. It’s my go to checkbook app when I’m using an iOS device. Tech support is also snappy. They got back to me in under 24 hours to resolve my issue with SYNCbits.
  • Great app

    By Ruviolets
    Best money tracking app after I highly recommend it
  • Great financial management program!

    By jntblack
    I’ve been using MoneyWiz for years. It’s a great way to keep all your accounts and transactions organized and balanced and your bills paid on time. I’m not a fan of the programs that connect directly to online bank and credit card accounts; I prefer to manage my accounts with a program but actually pay everything through my banking system directly. This makes MoneyWiz 2 my pick over MoneyWiz 3. I did accidentally load MoneyWiz 3 on my new Mac and ended up locking up my data. A quick e-mail to their support team restored my data for use with MoneyWiz 2 in a very short time (less than an hour). Their support team is responsive and pleasant to work with. One of the best features of MoneyWiz for me is, it keeps data current on all my devices. So if I’m at a restaurant, I can quickly and easily add that transaction directly from my phone to the program, eliminating the need to keep receipts until I’m back home at my computer. I can even pay my bills from my phone if I need to, which is great when I do so much business travel. I’ve never had a problem with data integrity; the system handles everything with complete accuracy and even provides reporting I need at year’s end to complete my tax return. I’d highly recommend this program to anyone looking to organize and simplify their personal finances. A big thank you to their team for a great product with great support!
  • Great App

    By ChesterBoys
    This app has simplified my time spent balancing accounts. Ive been using this app for several years and it has continued to meet my needs. It’s easy to use on the go as I need to log transactions. Identifying categories is easy to help me see where our money is going.
  • Does everything I need

    By Tom-MWZ
    This app has been perfect for my financial management needs. I recently upgraded to MoneyWiz 3, not realizing it was the premium version and required a subscription to sync across devices. Customer support happily converted my Syncbits data back so that I could continue using MoneyWiz 2 standard version until the MoneyWiz 3 standard version is available at the end of 2018.
  • Lost All of My Data

    By penbot
    It reverted back to 2016. Where is my data? It’s all gone. This is so irritating and the program is unstable. Don’t buy it. I now have to go back and look for another program. Thanks a lot. I take back my previous review because there’s nothing like this app and eventually it gave back my data. So, I humbly apologize.
  • Fixed

    By FantasySTAR81
    I’ve used this app together with my wife and we have loved it, but unfortunately it randomly stopped working. I type my email and user name but get a cannot sync message. This is critical for me to manage my finance and can’t believe it just stopped working. Sync problem caused this issue but developer response was fast and all is working now.
  • Great app. Does just what you need.

    By ComicSansHaHa
    Sync works well. Support team are extremely useful too.