MoneyWiz

MoneyWiz

MoneyWiz is a cross-platform personal finance app that helps you track your spending and categorize transactions to create budgets and reports. It syncs across devices, has a clean interface, and provides reminders and alerts.
MoneyWiz image
personal-finance budgeting expense-tracking

MoneyWiz: Cross-Platform Personal Finance App

A personal finance app to track spending, create budgets, and sync across devices with a clean interface and reminders/alerts.

What is MoneyWiz?

MoneyWiz is a personal finance and budgeting application available on multiple platforms including iOS, Android, macOS, and Windows. It allows users to track income, spending, budgets, investments, debts, and net worth.

Key features of MoneyWiz include:

  • Intuitive interface for managing multiple bank, credit, cash, and investment accounts
  • Powerful budgeting tools with customizable categories and scheduled transactions
  • Automatic syncing of data across mobile and desktop devices
  • Reporting and analytics for identifying spending trends and patterns over time
  • Secure data encryption and Touch ID / Face ID / fingerprint login support
  • Cloud backup option to store financial data securely online
  • Multicurrency support for managing money in different denominations
  • Payments reminders, bill management, and split transaction options

MoneyWiz aims to provide a convenient, easy-to-use solution for monitoring personal finances, allowing users to make informed money decisions based on accurate account data and helpful visualizations of spending habits. Its flexibility across devices and emphasis on both transaction tracking and long-term planning makes it a valuable tool for individuals looking to take control of their financial lives.

MoneyWiz Features

Features

  1. Budgeting
  2. Expense tracking
  3. Bank sync
  4. Recurring transactions
  5. Multiple currencies
  6. Investment tracking
  7. Net worth tracking
  8. Dark mode

Pricing

  • Freemium

Pros

User-friendly interface

Available on multiple platforms

Automatic sync across devices

Secure data encryption

Customizable categories and budgets

Reminders and alerts

Free version available

Cons

No web app

Limited reporting in free version

No invoice creation

Steep learning curve


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