One finance app for all of your devices, with multi-device sync and bank sync. Manage all of your accounts, budgets and bills in one place with MoneyWiz. With bank sync and multi device sync, powerful reports and seamless import, It is the world’s most advanced financial software.
Unlike traditional apps that categorize transactions based on the payee, MoneyWiz uses its own sophisticated algorithms that also monitor how you categorize transactions and aim to repeat that behavior. For that reason, the more you use MoneyWiz the more accurate it becomes. It also does many optimizations that normalize the transaction data to assure its high quality.
supports cash, bank accounts, credit cards, loans and investments. Enter transactions manually, import bank statements or connect to your bank for automatic updates. The choice is yours! It allows for seamless visualization of your investments. It supports all world stock exchanges and all types of holdings (stocks, ETFs, bonds etc) and trades (buy, sell, short, dividend etc).
Connect & sync multiple devices
This App uses its own cloud sync platform called SYNCbits. It’s secure, free and fast. With SYNCbits you can connect any number of devices, so whatever happens in MoneyWiz on one device automatically goes to all other devices. It’s great for anyone who has multiple devices and for families who want to have access to their financial data together.
Transaction Entry & Import
Customize what information you want to enter and in what order. You can also import bank statements from OFX, QIF, CSV, QFX and MT940 file formats.
Customizable fields: Customize which fields and in what order you want for the transaction entry screen.
Tags: Tag transactions for more versatile search, reporting and budgeting.
Multi-level categories: comes with default set of transaction categories which you can edit or delete. You can also create your own categories with sub-categories.
Powerful import: Import bank statements from CSV, OFX, QIF, QFX or MT940. With automatic duplicates detection and automatic categories & payees assignment for subsequent imports.
Keyboard shortcuts: supports a wide variety of shortcuts that speed up manual transaction entry.
Bulk editing: Select multiple transactions and edit or delete them at all at once.
Split transactions: Split transactions between multiple accounts and/or categories.
Advanced reconciliation: Reconcile bank statements quickly with the advanced reconciliation options that MoneyWiz provides.
Manage all your accounts, budgets and bills in one place
Tons of powerful reports
Automatic sync between devices
Sync with your bank + automatic categorization that learns from you