Logo of MoneyWiz: Personal finance app with bank sync, budgets, bills, investments and 30+ reports

MoneyWiz

Personal finance app with bank sync, budgets, bills, investments and 30+ reports

Visit wiz.money
MoneyWiz: Personal finance app with bank sync, budgets, bills, investments and 30+ reports
MoneyWiz: Personal finance app with bank sync, budgets, bills, investments and 30+ reports (2 of 3)
MoneyWiz: Personal finance app with bank sync, budgets, bills, investments and 30+ reports (3 of 3)

MoneyWiz is a personal finance app for Mac, iPhone and iPad. It tracks bank accounts, budgets, bills, investments and crypto, connected to your banks or entered by hand.

Key features:

  • Connect to over 40,000 banks in 50+ countries through four data providers.
  • Categorize transactions automatically and detect transfers and refunds.
  • Import from CSV, QIF, OFX, QFX or MT940, or track accounts manually.
  • Create income and expense budgets, including envelope budgeting.
  • See upcoming bills on a calendar with a forecast for any future date.
  • Analyze your money with more than 30 reports and export them to PDF or CSV.
  • Track stocks, options, bonds, crypto and forex with multi-currency support.

MoneyWiz syncs between devices with 256-bit end-to-end encryption and works offline. You can use it free with no limit on accounts or budgets. Standard is $29.99 a year for cloud sync, and Premium adds bank sync for $59.99 a year or $5.99 a month, with a one-week trial. It is available on the Mac App Store.

Press the keys to navigate to the next or previous product.