MoneyWiz

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)

Pricing

Free Trial Not Available
Starts at $4.17.
View Detailed Pricing

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

99%
Reviews

60%
Momentum

62%
Popularity

71%

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

Show Feature Explanation

Show Missing 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

99%

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

Budgeting

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.

Reports

Comes with reporting capabilities and features custom pre-built reports

Alerts

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

Multi-Currency

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

MONTHLY YEARLY

Premium $4.17 $4.99 per month

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 $19.99 per year

Features

Cloud sync between devices
Free updates with new features
Support over email & chat

MoneyWiz 3 (Pay once) Others

$9.99/mobile
$49.99/desktop

Features

Cloud sync between devices
Sold separately for each platform
Support over email & chat

MoneyWiz 3 (subscriber) Others

$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

Screenshots of Vendor Pricing Page

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