# MoneyWiz

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

Source: https://optioncmd.com/moneywiz
Website: https://www.wiz.money/?utm_source=optioncmd
Pricing: Freemium
Categories: [Finance](https://optioncmd.com/categories/finance.md), [iPhone & iPad](https://optioncmd.com/categories/ios-ipados.md)
Listed: 2026-10-23
Updated: 2026-10-23

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.

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