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Latest Version
MoneyWiz 2025 LATEST
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Review by
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Operating System
macOS 10.15 Catalina or later
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User Rating
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Author / Product
MoneyWiz Personal Finance app can sync automatically between all your devices, hassle free. The tool is great for professionals and families who want to manage all their accounts, budgets and bills in one place.
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The tool is updated regularly and always supports the latest technologies & devices, usually before they even make it to the market. The appsupports all world currencies and is translated in over 25 languages.
While MoneyWiz for macOS is fully featured on all platforms, there are features that are only convenient to use on a computer.
Features and Highlights
- Advanced Reconcile against bank statements. Just enter start & end date and start & end balance and Money Wiz will help you with the rest.
- Spreadsheet View of your transactions. Easily switch between spreadsheet and list view. Configure the columns and their order. Additionally you can have the debits & credits in separate columns.
- Bulk Edit of transactions. Select multiple transactions and edit them all at once.
- Drag & Drop files to import, images to attach to a transaction or transactions to move between accounts. Even drag & drop a transaction into the scheduled section to make it recurring.
- Keyboard Shortcuts for just about anything.
- Automatic Local Backups with custom backup interval.
STANDARD - $24.99/year
- Cloud sync between devices
- Free updates with new features
- Support over email & chat
- Bank sync with over 40,000 banks
- Cloud sync between devices
- Free updates with new features
- Priority support over email & chat
PROS
- Comprehensive Budgeting Tools
- Automatic Bank Sync
- Multi-Currency Support
- Detailed Financial Reports
- Strong Security & Encryption
- Subscription Required for Full Features
- Occasional Sync Issues
- Steep Learning Curve
- Limited Investment Tracking
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