
MoneyWiz 2025 Personal Finance
SILVERWIZ LLC
4.7
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Detalhes da Versão
País do Editor | BR |
Data de Lançamento no País | 2020-08-16 |
Categorias | Business, Finance |
Países / Regiões | BR |
Website do Desenvolvedor | SILVERWIZ LLC |
URL de Suporte | SILVERWIZ LLC |
Classificação do Conteúdo | +4 |
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Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz. 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
+ Apple Wallet integration
+ 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
Avaliação Média
313
Desagregação das Avaliações
Avaliações em Destaque
Por mariopintojr
2020-11-10
Versão 2020.45.2
Ótima atualização que acabou de ser lançada, disponibilizando rapidamente várias funcionalidades importantes. Como já foi dito pelo desenvolvedor, a conciliação avançada chegará em breve e o APP que já é EXCELENTE ficará ainda melhor. PARABÉNS.
Por Taigollo
2020-10-07
Versão 2020.40.3
DeviceFeature RequestsHate itLog InLove itUpdatesI have been using MoneyWiz since version 1, and it is an amazing app. It does have everything you need to control your finance. I cannot live without this app anymore. But I made the mistake to change for this new version, and I am really sorry to write this, but the UX for the desktop version is horrible. The date and time picker need to be picked on the mouse click, you can't type it as we use too (which was WAAAAY faster), the autocomplete for the categories and descriptions only work when they feel like they should. The expenses ou revenues I can't select all and mark as pending or confirmed, I have to do it one by one. Even the secure password to open the app must be on the mouse click, I can't type my password anymore. I am really sorry to review it this way, but as a old user and fan, there is a LOT of good things on the app that we had on the version 1, 2 and 3 that is gone on this new version.
Por João Lyra Araujo
2023-07-18
Versão 2023.25.1
ConfusingFeature RequestsSpendingNo full support to Brazilian banks. Saltedge just droped santander BR. No Banco do Brasil. Bring Belvo support! Categories shoud work in Banktivity. Transfer the same. Any transaction if are spend or income is locked. You cannot offset the a spend. If you receive some money back in the same category you should be abble to to choose the same category. Too confusing. Also the company keep you hostage with your Data. There's no QIF / OFX export, ony import. Like Hotel california, you can checkin any time but you can never leave. (PS CSV doen't count)
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