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MoneyWiz

Get money management superpowers!·wiz.money

MoneyWiz is a personal accounting application for iOS and macOS that lets users manage accounts, budgets, and bills in one place. It connects to over 40,000 banks in more than 50 countries through four different data providers, automatically categorizing transactions, detecting transfers and refunds, and reconciling accounts. The app works offline and syncs automatically across devices when online, and offers over 30 financial reports along with budgeting, bill tracking, and data import from other finance apps.

What it's for

Tracking multiple bank accounts and net worth in one placeAutomatic bank transaction sync and categorizationBudgeting with income and expense based budgetsTracking recurring bills and forecasting upcoming paymentsGenerating financial reports such as Cashflow and Profit & LossImporting financial data from other finance appsSelf-employed bookkeeping and tax reporting

Features 21

256-bit encryption for data transfer and storage
Automatic account reconciliation
Automatic budget matching by category or tag
Automatic detection of transfers and refunds
Automatic transaction categorization
Bank sync with over 40,000 banks across 50+ countries via 4 data providers
Bill and recurring expense/income tracking with calendar forecast
Budget rebalancing between categories
Custom account grouping with color labels
Custom multi-level categories
HMRC Tax Digital reporting for self-employed and businesses (Premium)
iCloud Sharing of databases with other iCloud users (Premium)
Import from CSV, QIF, OFX, QFX, and MT940 files
Income and expense based budgeting
Investment and crypto account tracking
Manual transaction entry with custom fields
Offline use with automatic cloud sync when online
Over 30 financial reports including Net Worth, Cashflow, and Profit & Loss
Privacy Mode to hide account numbers
Receipt attachments on transactions
Report export to CSV or PDF, printing, and local saving

At a glance

free trialself-hostable

TypeDesktop app

DeploymentHybrid

PlatformsiOS, macOS

Forself-employed individuals, small business owners

CompanySILVERWIZ LLC

Integrations

Apple WalletiCloudTestFlight

Resources

Changelog

Pricing

All prices are stated in USD; taxes may apply depending on billing address. Annual plans are promoted as including '2 months free' versus paying monthly.

Standard$2.5/mo · billed annually

Billed annually at $29.99/year

Up to 15 devices with up to two different MoneyWiz Cloud accounts

Premium (annual)$5/mo · billed annually

Billed annually at $59.99/year

Up to 15 devices with up to two different MoneyWiz Cloud accounts

Premium (monthly)$5.99/mo

Billed monthly at $5.99/month

Up to 15 devices with up to two different MoneyWiz Cloud accounts