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About MoneyWiz

MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. The tool also enables users to set up budgets and goals to meet personal finance goals.

Screenshots & Videos

MoneyWiz 3.1 for Desktop (macOS and Windows)
MoneyWiz 3.1 for mobile (iPhone and Android)
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
  • Reviews
  • Momentum
  • Popularity

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)
  • Desktop App (Windows, Mac)

Organization Types Supported

  • Medium Business
  • Small Business
  • Individuals

API Support

  • NA

Modes of Support

  • Online

MoneyWiz Features

Personal Finance Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

Investment Monitoring

Monitors the performance of savings and investments

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Transaction History

Allows to verify or check all your historical transactions anytime

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Expense Groups

Allows to categorize or group the transactions with common attributes


Prepares a plan to spend your money by balancing income and expenses.

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.


Comes with reporting capabilities and features custom pre-built reports


Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task


Enables payment and collection in multiple currencies.

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget
MoneyWiz Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( One-time license / Subscription )

Pricing Plans


Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot

Disclaimer: The pricing details were last updated on 13/02/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about MoneyWiz Pricing.

MoneyWiz Alternatives

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MoneyWiz Reviews

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MoneyWiz Screenshots

MoneyWiz FAQs

What is MoneyWiz used for?

MoneyWiz is Personal Finance Software. MoneyWiz offers the following functionalities:

  • Investment Monitoring
  • Loan Management
  • Transaction History
  • Tax Reports
  • Spend Tracker
  • Financial Dashboard
  • Expense Groups
  • Budgeting
  • Bills Management
  • Payment Gateway
  • Reports
  • Alerts
  • Multi-Currency

Learn more about MoneyWiz features.

What are the top alternatives for MoneyWiz?

Does MoneyWiz provide API?

No, MoneyWiz does not provide API.

MoneyWiz Contact

Vendor Details

San Francisco, California

Contact Details

Not available

Social Media Handles

Grid Report for MoneyWiz



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