MoneyWiz supports Credit Cards, Checking, Savings, Loan/Mortgage, Investment/Brokerage, Forex/Crypto and Cash/Wallet account types. You can create an unlimited number of accounts. Budgets automatically monitor accounts and categories of your choice, so when you create a transaction from within an account, the relevant budgets automatically detect it and include it. Setup loans accounts. Set amount, period and APR and MoneyWiz will calculate an equal payment plan. See all budgets in one place. You can also re-order them and see budget totals at the bottom of the list of budgets. Setup and monitor your Forex and/or Crypto-currencies in MoneyWiz. You enter new trades manually or connect to online banking for automatic downloads from popular exchanges. You can see your transactions either from the accounts they are in or from the budgets they are in.
| Support | Online | Customer Type | Individuals Medium Business Small Business |
| API | NA | Location / Phone Number | San Francisco Bay Area, California |
| Deployment | Mobile - Android Mobile - iOS Installed - Windows Installed - Mac | Category | Personal Finance Software |
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.
MoneyWiz is Personal Finance Software. MoneyWiz offers the following functionalities:
Learn more about MoneyWiz features.
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No, MoneyWiz does not provide API.
