Home/Personal Finance Software/MoneyWiz
Updated on: December 3, 2020
What is MoneyWiz ?
MoneyWiz - Personal Finance Software : SaaSworthy.com
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88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

MoneyWiz

Personal finance for fiat and crypto
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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.

MoneyWiz Features Show All Features

MoneyWiz Technical details

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

MoneyWiz Pricing

Pricing ModelFree Trial , One-time license , Subscription
Premium

₹ 1,999.99 Billed yearly Includes GST ₹ 305.08

₹ 199.99 Billed monthly Includes GST ₹ 30.51

Features

  • 2 Months free for Yearly plan
  • Unlimited number of accounts, transactions, budgets, bills and saved reports
  • Use on any device – iOS, Android, macOS and Windows PC
  • Sync between multiple devices with SYNCbits
  • Sync with your banks with Online Banking
  • High priority support
  • Free updates
Standard

macOS: ₹ 1,999.99 Includes GST ₹ 305.08

Windows: ₹ 1,999.99 Includes GST ₹ 305.08

Features

  • Use on any device – iOS, Android, macOS and Windows PC (sold separately on each platform)
  • Unlimited number of accounts, transactions, budgets, bills and saved reports
  • Sync between multiple devices with SYNCbits
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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.

MoneyWiz FAQs

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

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

Learn more about MoneyWiz features.

No, MoneyWiz does not offer a free plan.

Learn more about MoneyWiz pricing.

No, MoneyWiz does not provide API.

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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)