Home/Personal Finance Software/MoneyWiz
Updated on: May 23, 2022

What is MoneyWiz ?

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MoneyWiz - Personal Finance Software
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86% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

MoneyWiz

Powerful Personal Finance tool
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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.

MoneyWiz Features Show All Features

MoneyWiz Technical details

Support Online Customer Type Individuals Medium Business Small Business
API NA Location / Phone Number San Francisco, California
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Category Personal Finance Software

MoneyWiz Pricing

Pricing ModelOne-time license , Subscription
MONTHLY YEARLY
Premium
$4.17 /Month
Billed Yearly

Features

  • Bank sync with over 40,000 banks
  • Cloud sync between devices
  • Free updates with new features
  • Priority support over email & chat
Standard
$19.99 /Year

Features

  • Cloud sync between devices
  • Free updates with new features
  • Support over email & chat
MoneyWiz 3 (Pay once)

$9.99/mobile
$49.99/desktop

Features

  • Cloud sync between devices
  • Sold separately for each platform
  • Support over email & chat
MoneyWiz 3 (subscriber)

$4.99/month
$49.99/year

Features

  • Bank sync with over 40,000 banks
  • Cloud sync between devices
  • One license unlocks all platforms
  • Priority support over email & chat
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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.

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Videos on MoneyWiz

MoneyWiz 1 Intro
MoneyWiz 1 Intro
MoneyWiz 2 for Apple Watch
MoneyWiz 2.0.5 Preview

MoneyWiz Screenshots

MoneyWiz 3.1 for Desktop (macOS and Windows)
MoneyWiz 3.1 for mobile (iPhone and Android)
MoneyWiz 3.1 for Desktop (macOS and Windows)
MoneyWiz 3.1 for Desktop (macOS and Windows)
MoneyWiz 3.1 for mobile (iPhone and Android)

MoneyWiz FAQs

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.

No, MoneyWiz does not provide API.


Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com