MoneyWiz 2 - Personal Finance

MoneyWiz 2 - Personal Finance v2.5.6

MoneyWiz 2 - Personal Finance

Overview: Simplify your financial life with MoneyWiz.

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! Thata??s MoneyWiz - the worlda??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.


a? ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management!

a? GET OUT OF DEBT : Wea??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!

a? 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.

a? 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!


a? 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 or Online Banking.

a? BUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.

a? BILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.

a? 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)

a? 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!

a? 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.

a? 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.

a? 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.

a? 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.

a? SYNC: Connect multiple devices with SYNCbits a?? the cloud sync that does everything automatically a?? from sync, to conflicts resolution. SYNCbits has banks level security and ita??s completely free!

a? IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.


To connect to your bank, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year.
MoneyWiz is integrated with 3rd party data aggregators to provide the Online Banking feature.

What's New:

Happy New Year! :) This update fixes over 40 reported bugs and improves the performance. We're also actively working on our new Investment Accounts feature and we hope to ship it to you sometime in February. For any questions, issues or general feedback, please e-mail our support team at

  • MoneyWiz 2 - Personal Finance
  • MoneyWiz 2 - Personal Finance
  • MoneyWiz 2 - Personal Finance
  • MoneyWiz 2 - Personal Finance
  • MoneyWiz 2 - Personal Finance
  • MoneyWiz 2 - Personal Finance
Developer SILVERWIZ LLC Last Updated January 11, 2017
Number of Downloads 5,000 - 10,000 Current Version 2.5.6
Content Rating Everyone OS Version 4.0 and up
File Size None Score 4.3
More Info:
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Massimo Genevini

Great app

Used Financisto for years. I started using this app a month ago, and i have to say it's really awesome, great multidevice sync, reports and graphic. Anyway, i think there is still room for improvements. For example, it would be useful to be able to "close and hide" some accounts (now i created a folder "closed"). Another great thing would be a new account type "asset" (i.e. with depreciable value) and /or "financial asset" (i.e. interests, capital gain, autoupdated fair value [i know it's huge!]). P.S. looking forward for the windows version!

Keith Kittle

Finally! Deserves 6 stars....

Finally an app that links to my bank accounts, tracks upcoming & recurring transactions, and calculates the projected balance. Great to have an excellent and superior alternative to Quicken. Am loving it. Thank you!!!

Matthew Orf


Amazing app! Has its own separate cloud on a server not connected to Google Dropbox or icloud. So that means this app can cross platforms and sync perfectly! What else can you ask for?!? I'd give this app 6 stars if I could!

Jackson Yew

Getting used to it..

Been waiting for this for so long, now it's finally here!

Waleed Hassan

Best Money

Truly a wizard of book keeping.

Miguel Vila

So far so good.ð???ð???ð???

It as imported correctly my csv databases from anmoney. The help database is very useful. Thanks. Some confusion between the description field and memo from other apps. Is not the same. Trying to add the qif databases from my msmoney. Syncbits is very nice. It works well. ð??ð??ð??

Alan Cockshull

So far, so very good !!!

I have quite a few accounts and keep a close eye on my finances so it has taken me a lot of time over two days to create accounts, scheduled payments and add all transactions for 2 months, i.e. from the start of the year. So far it has proven very slick. Still haven't spent much time on views or reports but I think they will do the job. Years ago I had used MS Money for about 3 or so years and had found it a useful tool for my needs until it hit problems and support ended.

Luke Watkins

Subscription rip-off

Having forked out for this and the desktop version (not cheap at £18) I was nevertheless really happy with this app, and really impressed with its functionality and features. However, I just reached 100 manual transactions and was told I'd have to pay £40 a year to continue inputting information myself. This is such a rip off, I really can't understand what the subscription is actually for and it was not made clear to me at all that it would cost me this much when I bought the app.


What a joy to use. Lovely design & functionality, intuitive & works well â?¢ expense & income management â?¢ scheduled & repeating expenses with auto or manual payments, cleared payments & outstanding payment alerts â?¢ accounts reconciliation â?¢ flexible budgeting â?¢ a multitude of reports â?¢ cross currency account transfers with fixed or adjustable exchange rates â?¢ cross platform syncing â?¢ responsive helpdesk. Coming to Windows soon, but surprisingly easy to set-up & manage on a phone & if only on one for now then phone is better to manage finances on the go. Well done MoneyWiz.

Sergiy Zabigaylo

Awesome app

I'm using this app on daily basis with multiple accounts and currencies. Big thanks to developers

Saul Kastner


Full customisation. Keep up daily and gives you great budgets. Same log in works between apple and Android so that is cool.

yuksel tas

english: app doesn't remember default credentials for banks, you have to enter all username and password information everytime you refresh. Also for Turkish banks you cannot use corporate bank accounts because they have three fields to enter, only personal ones. Turkish: Program sadece kiÅ?isel hesaplar ile çalıÅ?ıyor, en büyük eksisi kullanıcı adı verilerini her seferinde tam olarak girmeniz gerekiyor ayrıca kredi kartı bilgilerini getirmiyor.

Vickie Westfall

Great for joint finances!

Rev. Review: 2/08/2016. Original Review: 11/04/2015. Pros: DH & I have joint accounts. App is on both phones (apple & android). Either of us makes an update & it is shared. Con: I need a bill date section that allows me to enter all bills due during a payperiod ahead of the actual date.

Brendan Rowlands

Best Personal Finance App

I have used many apps and software over the years but i have stopped using them as it took up too much time. Moneywizz is great as you can keep everything updated on the fly with limited need to update at the end of the month. Quick to learn and easy to use

Tish Fearless

Best money tracking app

I've tried a lot of apps and this by far is the best. I love the pending/cleared features. Love the report features. Was very useful in calculating my travel expenses so I can estimate for my next trip. Love the schedule transactions feature that allows me to see what bills will come out current paycheck.

Jose M. Defrank Jr.

Great app but the lack of proper syncing for the subscription service is terrible..

Wissam M. Khoury

Good but hope will improve to best

Definitely u will have issues like any other app, but they beat all with their responsive support team. I have plenty of feature and improvement requests which I'll gradually share with the team. I look forward to coming updates. Please do not disappoint us. Not happy with the updates, no new features and slow development so far.

Darshan Langalia

Always like

Acknowledge your revert. Thanks for development. I appreciate to only once and wouldn't prefer monthly payment system. Thanks for keeping app one time payment and monthly payment for additional facilities.

Ronan Terry

Amazing Software

Not only great software, but it has great customer support as well!

Tomasz Wasilczyk

The best app that imports QIF. However, it has still some weak points: - can't define any wildcard rules (ie. all "grocery *" filtered as food - can't set categories for multiple transactions at once - setting a category requires 5 taps, could be faster