MoneyWiz - Personal Finance

MoneyWiz - Personal Finance 3.4

Do more with your money. View all your accounts, budgets and bills in one place. Experience reports on a whole new level.
 
3.4 (See all)
silverwiz

Do more with your money. View all your accounts, budgets and bills in one place. Experience reports on a whole new level. Sync Everything across devices!
Meet MoneyWiz - the personal finance assistant that just works!
"Best Finance App"
— The Telegraph
"MoneyWiz is a sleek personal finance app."
— MacWorld Magazine
"MoneyWiz is a great choice and one that I personally use. Having the trio of apps (iPhone, iPad and Mac) and the excellent sync service makes MoneyWiz very flexible."
— MacStories
"MoneyWiz is all about giving you more than you would expect. For those wishing to find the perfect app for monitoring your accounts, look no further than MoneyWiz."
— AppAdvice
"The UI is amazing - it's packed with so many features, yet doesn't feel cluttered."
— iMore

HOW MONEYWIZ IS BETTER?
• Automatically keeps data consistent across multiple devices
• Gives you beautiful reports in full screen
• Connects all your money management needs into one convenient place
• Intuitive and uncluttered design makes it joyful to use MoneyWiz
ACCOUNTS
Put all your accounts in one place. It's the best way to keep your money organized.
• Create various types of accounts, including a cash (wallet) account
• Register expenses, incomes, adjust balance and transfer money between accounts
• Real accounts reconciliation
• Bulk edit transactions
• Make split payments
• Multi-currency support
• Import your bank statements from CSV, OFX, QFX and QIF files
• Smart auto-completion for quick transactions entry
• Sort, filter and search transactions
• Checkbook register
• View transactions in fancy or expert (spreadsheet like) mode
BUDGETS
Set budgets and pay down your debt. MoneyWiz will monitor the budgets for you, and let you know when something's about to go wrong.
• Create custom budgets
• Expenses are automatically assigned to the correct budget
• Alerts for low and exhausted budget
• See budget progress, daily allowance and remaining days
• See the transactions that make up each budget
BILLS
Never miss a bill again. MoneyWiz will remind you for any scheduled transactions that are due to be paid.
• Plan expenses, incomes and transfers
• Manage recurring transactions, like bills and salary
• See it all on a beautiful calendar
• Quickly access forecast for any day on the calendar
REPORTS
Thorough reports with beautiful interactive charts will show you everything you need to know about your money.
• Full screen reports
• Export to PDF and CSV
• See transactions that form a report
• Save reports locally into MoneyWiz
• All kinds of reports - NetWorth, Payees, Account balance, Trends, Forecast, Compare budgets, Categories, Statistics, Budget balance
SYNC
Keeping data consistent across multiple devices has never been easier. MoneyWiz has it's own unique cloud syncing service, called Sync Everything!
• Automatic synchronization - you don't need to do anything manually
• Immediate sync - do something on one device, and see it happen on all others within seconds
• Totally secure
AND MORE…
• Retina display optimized
• Password protection
• Custom categories with sub-categories
• In-App help, where you need it
• Outstanding customer support. Our average response time is 2 hours
• Available for iPhone, iPad and Mac OS X (separate purchases)

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