MoneyWiz - Personal Finance 2020.38

Manage all areas of your finances from a single app.
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Latest version:
2020.38.2 See all
Developer:
SilverWiz LLC
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Awards: Mac Informer Editor Rating 4
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Review

MoneyWiz Personal Finance is intended to manage all your finances from a single place. It has the main advantage of synchronizing data across devices, which lets you keep updated at all times. It supports managing an extensive list of financial aspects, such as accounts, transactions, investments, bills and budgets. Probably because it has so many features, it can be somewhat overwhelming for the new user; to compensate that, there is appropriate help documentation, though.

The application has a beautiful modern interface. Luckily, there is a left-side panel that allows you to browse all the features without much difficulty. Besides, it lets you access summarized information about the category, for instance, how much cash money you actually have at the moment. Unfortunately, unlike other similar tools, this app does not allow setting custom workspaces.

A good way to start is by configuring the desired budget categories. Likewise, you will need to add accounts and recurring expenses. Luckily, the app supports connecting to a very long list of banks in more than 50 countries. This way, you hardly ever need to enter data yourself. Yet, this does not mean you cannot manage accounts manually if you need to. It is also very convenient that the app can show notifications when a given bill is due.

MoneyWiz Personal Finance can automatically update current prices for stocks, forex and cryptocurrencies. Likewise, it shows how well your investments are doing by keeping a historical performance of your portfolio. more

PC Senior editor
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Review summary

Pros

  • Synchronizes data across devices
  • Cross-platform
  • Historical investment portfolio
  • Custom budget categories
  • Connects to multiple banks
  • No need to enter data manually
  • Recurrent reports can be saved

Cons

  • No workspaces
  • No access from a web browser
  • Exporting data to QIF or TurboTax seems not to be allowed

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