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Preview: MoneyWiz for Mac

How it all started…

Almost an year ago we released the first version of MoneyWiz for iPad. It immediately attracted people’s attention, as a really different kind of personal finance software. We originally didn’t plan to make an iPhone and a Mac versions so fast, but the success of the iPad version convinced us otherwise. So, in another 4 months we’ve managed to create MoneyWiz for iPhone that works beautifully with its iPad brother. It was time to start the Mac version.

When we started planning the Mac version, we knew it would be a different kind of animal. Porting between iPhone and iPad is easy, as they are both mobile devices that share the same principles of usage. Porting on the Mac though is a totally different animal, not only from technical perspective, but also from user experience point of view.
And so, we’ve decided to check out the competition, and analyse what the Mac market might need. After a few days of research we made list of major problems shared among all Mac apps for personal finance:
1. Many didn’t have an iPhone and/or an iPad version.
2. If they had an iOS version, then the iOS version would be very limited in features and basically useless compared to the Mac version. It would be used mostly as a browsing tool.
3. All Mac apps for personal finance looked poorly designed.
4. Nobody had a good syncing solution between Mac and iOS… and believe me, Dropbox is not a good syncing solution.

So we immediately knew that we had to solve all these problems. That’s how MoneyWiz for Mac was conceived, some 7 months ago.

Today, we’re ready to show you something different. The kind of Mac app for personal finance, that you haven’t seen before, but you always wished you had.

Meet MoneyWiz for Mac!


MoneyWiz for Mac features the magnificent and simplistic design of MoneyWiz for iPad, adjusted to work beautifully on the Mac!
One of the great things about the entire MoneyWiz family of apps is that once you learn to use one of them, you know how to use the others as well. They are all consistent, and we wanted to keep that with MoneyWiz for Mac as well. We kept the same principles and design concepts from iOS, and made them feel native on the Mac.

Feature-wise MoneyWiz for Mac has all the features of MoneyWiz for iPhone and iPad, but it also adds a few that make sense on the Mac, but didn’t make sense on iOS…

Fancy View vs Expert View

The Mac is a powerful platform and people often use it for powerful tasks. Knowing that people using MoneyWiz spend most of the time in the Accounts area, working with transactions, we wanted to give a more advanced view of the list of transactions without sacrificing the simplicity for those who didn’t want it. Eventually we came up with this brilliant solution to have two ways of visualising your transactions and allow you to quickly change between them. We call them a Fancy View and an Expert View. Fancy view is what you’ve already seen on the iPhone and iPad. The expert view is in spreadsheet style, giving you greater detail, faster. The expert view is also the place to reconcile transactions.
Take a look…

Bulk editing

It only made perfect sense that when we have an expert view of the transactions, we’d also allow you to bulk/mass edit or delete them. Such a feature has been requested for the iOS versions, but we feel that it’s too advanced for the iOS and will sacrifice the simplicity of MoneyWiz if we did it there. On the Mac though, it makes perfect sense and it feels natural.


Transactions entry

When we checked how other Mac apps allow you to enter transactions it always felt wrong. Other apps show this inspector-like view on the right side of the screen and you are supposed to input your data there, but this makes no sense. It doesn’t allow you to focus on what you’re doing… there were just too many distractions on the screen, which increases the risk of entering the wrong data and wasting time later, trying to figure out why your balances don’t add up. So we strongly felt that the transaction entry process must be different.

We came up with a very simple and elegant solution – we’d show the transactions entry form in the middle of the screen. No brainer here, right? Well, the brilliance comes from Part 2. And this is something that nobody else has done before us. We figured that just a centred view would not give you the focus you need, because the distractions on the background would still exist. But in some rare cases you might actually want to check something in the background. To solve this, we made it so that when the entry screen appears, the background would quickly darken, but the dark layer would remain semi-transparent, just enough to allow you to focus but in the same time to allow you to peek at background. You can also move the transaction entry screen all over the screen, for your convenience. All this happens in smooth and beautiful animations!

Drag & Drop

A major part of desktop software is drag & drop. So MoneyWiz for Mac comes with great drag & drop support, where you need it:

  • Re-arrange your Accounts & Budgets with drag & drop
  • Re-arrange your Categories and Payees with drag&drop
  • Drag & drop an image to add it to a transaction
  • Drag & drop a QIF, QFX or OFX file into MoneyWiz, and the import process will start immediately

Summary View

We can’t show you this right now, because we’re still working on it, but I can at least tell you about the Summary View.
The Summary View would give you a summary of your net worth, upcoming bills, budgets and so on. The summary view will reside at the bottom of the sidebar, just underneath Reports. You can show and hide it with a single tap.

Full screen support

MoneyWiz for Mac comes with amazing full screen support. We’ve spent a lot of time to make sure that when you resize MoneyWiz everything will look smooth, enjoying and beautiful. Take Scheduled transactions for example… when you resize MoneyWiz, the scheduled events will re-arrange in real time, during resizing, with awesome animations. In the same time, the calendar area on the top, will get more and more months of calendars. That too comes with great animations!

But the most exceptional thing of all is the full screen support and Reports. I really can’t describe how stunning it is to see the graph of your report in full screen on the big display… It’s absolutely beautiful.

Help & Shortcuts

Searchable Help book is an essential part of any Mac app. MoneyWiz for Mac will of course have that. What’s even nicer though is that for those of you who don’t feel like reading a lot, there will be inline help texts that guide you through the process of getting started with MoneyWiz for Mac, just like it is on the iPad version.

We’re also adding shortcuts support, to allow you to do things faster. All shortcuts will be well documented in the Help.

Sync Everything!

MoneyWiz for Mac will automatically sync with its iOS versions, via our free cloud syncing service – Sync Everything!

What took us so long…

Many people ask us why is this taking so long (7 months now), so let me explain some of the struggles we had porting from iOS to Mac OS:

Finding the right people

It’s been very difficult to find great Mac developers actually. Most people seem focused on iOS these days, and the Mac feels like a little left behind in this regard. For simple Mac apps, it’s easy for an iOS developer to make it on the Mac, but MoneyWiz is a huge and complex project and it really needs great expertise and professionalism to port it from iOS to Mac… we had 2 of our Mac developers quit during the process, because they ended up somewhere and couldn’t continue…

iOS native vs Mac native

We’re long time Mac users, but it turns out there are a lot of things you don’t realise and you do automatically on the Mac. You just assume they are there. Same goes for iOS of course. The thing is that what goes on the Mac doesn’t go on iOS and vice-versa. We had to re-design major parts of the app several times, just because we didn’t quite make it great for the Mac. It was difficult to port the MoneyWiz functionality for a Mac experience and usage behaviour.

Design…

We’re crazy about design… I guess you’ve figured that out by now. When we started the Mac port, we originally hired two designers to give us completely different ideas for the Mac app. We ended up using one of them. Then in the middle of the process, we’ve decided to re-design the iPad app and it just felt wrong to have the Mac app look so different, so we had to start over and re-do all of the design, all of the controls, all of the fonts – all from scratch. We hired one more designer to help us with ideas there (that would go for both the iPad and the Mac project), but we didn’t really like the ideas, so we ended up doing the design in-house, which actually took 2 months to perfect.

At the end of it, we’re really amazed by the design as it looks awesome. But unfortunately the “art” side of things brought another problem with it… the design we had couldn’t be build with the default Mac components. While it works with the default iOS components, the Mac turned out to be a bit more limiting. So we had to program our own buttons, tables, sidebar… basically almost everything is custom coded only because we want this and exactly this design!

Screen sizes

Unlike the iOS devices where your screen size is always the same, Mac apps need to support all sorts of screen sizes. You also need to be able to resize the app, so basically MoneyWiz for Mac had to work on any screen size. This sounds easy, but in reality it’s not. It makes for a totally different way of organising the artwork and adds a lot of code to handle any size + the resizing process properly.

One of the things that took us the most time was animations. We didn’t want to just resize…we wanted the resize process to be with style, and that meant smooth animations.

Another problematic area for the resize was the Scheduled section. If we just made the calendar there bigger, it would look ugly. If we just centred it, it would look ugly. So we came up with the solution to actually add more calendars as the size goes up, and do this with sleek animations. This took us almost 2 weeks of development, because doing such animations on the Mac is not as easy as it sounds.

Drag & Drop

Drag & Drop by itself is something easy to do… but in our case, we had to do a lot of custom controls, like buttons, the sidebar, the tables etc… When you end up with custom controls, then you have to do your own custom drag & drop implementations as well. You can’t just use them out of the box. One thing that took a lot of time (about 2 weeks) was to just build the sidebar, and do proper animations, resizing and drag & drop in it. It took additional 1 week to make this work on Snow Leopard, which is quite different than Lion.

Evolving project

This is probably the biggest challenge when you are in our situation. In one hand, we had the iPad and iPhone versions ready and released so we could start the porting to Mac. In the other hand, though, we didn’t want to wait for the Mac version to be ready, before we could add more features to the iOS versions. So we’ve decided to work on the iOS and Mac versions in parallel.
This brought huge management challenges as to how the people working on Mac and iOS collaborate, so that any bug fixed on iOS would also be fixed before release on the Mac, and any new feature added to the iOS would also be added to the Mac app as well. Basically the Mac app had to constantly catch up with the iOS apps, because we wanted them to have the same functionality.

Availability & Price

MoneyWiz for Mac will be available for purchase in May 2012, exclusively on the Mac AppStore.
It will cost $24.99, and it will require Mac OS 10.6 (Snow Leopard) or Mac OS 10.7 (Lion).

We’ll also make full integration with Mac OS 10.8 (Mountain Lion), by the time Apple releases it.

All screenshots

122 Comments
  1. RossA
    RossA03-19-2012

    Great – looking forward to it! :-)

    Any pre-order discounts! ;-)

    • Iliya
      Iliya03-19-2012

      We do have something in mind ;) )) Will come as a separate announcement immediately before release.

      • Juan M Calzada
        Juan M Calzada03-19-2012

        I want the discount too!

  2. Marco
    Marco03-19-2012

    Looks great. Keep on going. What about a special discount for owerns of the iPad and/or iPhone version?

    • Iliya
      Iliya03-19-2012

      We do have something in mind… Will come as a separate announcement immediately before release.

  3. Katrina
    Katrina03-19-2012

    Any chance of a PC version?

    • Iliya
      Iliya03-19-2012

      Yes, we actually plan to start development of a PC version later this year. But realistically, I would expect it to be released sometime next year.

      • StevieC
        StevieC04-14-2012

        Great news. I’m a PC user and appreciate your not forgetting us. I have the iPad and iPhone app and nothing comes near it and I’m excited to hear that I can one day have this great functionality synced to my desktop too.

        Great work, keep it up.

    • Jayar
      Jayar03-20-2012

      Do you mean a Windoze version … cuz a Mac is *technically* a PC

      • Iliya
        Iliya03-20-2012

        Haha yes you are right… I meant Windows OS version.
        But you know, those cool Apple ads from the past used to say “I am a Mac” and “I am a PC” :)

  4. Salomao
    Salomao03-19-2012

    Looks great!
    I’ve been using the iOS version for iPad and iPhone for many weeks now, and can’t wait to manage my finances in the big screen!
    The QFX import feature comes in handy for those who need to do large editing to the bank transaction spreadsheets!
    Congratulations!

  5. boris marinov
    boris marinov03-19-2012

    Looks great..

    But I don’t agree about Dropbox.

    • Iliya
      Iliya03-19-2012

      We’ll post an article this week, explaining why exactly we won’t support Dropbox and iCloud. You will see that our reasoning behind it is in your interest, not ours :)

      • Craig Carroll
        Craig Carroll04-16-2012

        Why don’t you just support the option of saving of the file encypted in the cloud either on drop box or icloud as if it was a filesystem then it will give me complete control over my data rather than using your sync service. This would be my preference than using your sync service just incase it was compromised.

      • Iliya
        Iliya04-16-2012

        Monitor the blog for a new blogpost soon that will explain it all in details.

    • Dmitry
      Dmitry03-19-2012

      I have already seen the other team (guys from CulturedCode doing Things app for Mac/iPad/iPhone) decided not to use Dropbox as a sync backend for their app explaining it here http://culturedcode.com/things/blog/2011/01/state-of-sync-part-ii.html

  6. Ben
    Ben03-19-2012

    That’s tempting me to go back to Moneywiz, though I’m sure the wait from now to April will be painful! ;)

  7. Josh
    Josh03-19-2012

    Too expensive, its the same app that iPad. 15$ would be ok.

    • Matt
      Matt03-20-2012

      Good & reliable software comes at a cost. Realistically, it’s on the low end for Financing software in the Mac App Store. $24.99 I think is a perfect price.

      Also thanks for supporting Snow Leopard. :-)

    • Dave
      Dave03-22-2012

      I agree. $24.99 will, I guess, equate to £16.99. Cheaper than anything else available for the UK and it really does look superior. I would actually be perfectly happy to pay double! (no, I don’t work for them!)

  8. Etienne
    Etienne03-19-2012

    Great App, am using it on both my iPad and iPhone, but don’t don’t like having to pay for the same app more than once.

  9. Jay
    Jay03-19-2012

    Will we be able to import data from Quicken Essentials to MoneyWiz for Mac?

    • Iliya
      Iliya03-19-2012

      If Quicken Essentials can export to QIF, QFX (unencrypted) or OFX then – no problem, just like the iOS apps. The Mac OS version of MoneyWiz uses the same importing algorithms as the iOS versions, so whatever works on iOS works on Mac, only faster :)

      • JimJillM
        JimJillM03-24-2012

        Here’s a tip that may get you more customers. I am a current customer that was a QE user. One of my concern about switching to MoneyWiz was not importing my QE historical data. Work around – download moneydance trial software, it has a QE import option that works great. While still in moneydance use their export to qif option and create a qif of the data you just imported from QE. Then open up MoneyWiz and import your newly created qif file. All of your data will now be there. I know maybe worth free coupon for upcoming mac version LOL.

      • Iliya
        Iliya03-24-2012

        Hi Jim,

        Why go through that trouble? MoneyWiz can import QIF, OFX and QFX as well…as far as I know QE exports to QIF and QFX (possibly CSV too, which can be easily converted into a QIF online).

      • Jeff
        Jeff04-16-2012

        I have the iPad version of the software, and cannot import QFX from QE. Am I doing something wrong?

      • Iliya
        Iliya04-17-2012

        Hi Jeff,

        MoneyWiz supports QIF, OFx and QFX. Quicken Essentials exports to QXF, not QFX, unfortunately. Check to see if QE can export to any of the other formats, or alternatively, see if you can export to CSV and use free online converter to turn this CSV into a QIF file.

    • Dennis
      Dennis03-28-2012

      No. QE export does not allow correct file transfer. Quicken really got cheap on this one.

  10. Roland
    Roland03-19-2012

    HOLY F#*K, it looks supreme, then I looked at the price, I guess it will be worth each penny, ONLY I’m in debt, I just bought me an MacBook Air for $2098.00, So I’m KINDA in the situation where I’ve 20 in my iTunes account, so yeah, i’m 12 by the way, DON’T JUDGE, but will there be an celebration where you decrease the prise for a day to, I don’t, maybe… $20.00?

    Yeah, sorry for asking this silly request

    Either way, i wil still get it, hopefully one day, I can’t wait

    • Iliya
      Iliya03-19-2012

      As mentioned above – we do plan something like that :)

  11. David
    David03-19-2012

    Great! I see that conciliation has his column in the expert mode. Would it be possible to have an input interface (as an operation to enter) for conciliation in order to compare the balances of bank statements before and trimmed the score?

  12. Muhammed Jenos
    Muhammed Jenos03-19-2012

    Guys. Excellent App. One suggestion though. I own both the ipad and iphone version and i don think the fonts are too narrow and tiny to read in both the platform. You might want to use a font with a bit more thickness to it. The user interface works excellent except this minor gotcha in font visuals.

    • Iliya
      Iliya03-19-2012

      Actually I agree and we’re experimenting with fonts right now… what you see in the screenshots might not be the final version of the fonts… The problem appears to be with the DPI of Macs…they have much less dense screens than iOS devices, that’s why such thin fonts that look very nice and elegant on the iOS, don’t feel so good not he Mac…they just get too thin…Don’t worry we’ll figure it out before release :)

      • Audrius
        Audrius03-19-2012

        Speaking about fonts. I hope you are going to choose a font with a full unicode support :) I have some issues with iPhone version. Some letters are displayed in a wrong size when I type in Lithuanian (ą, č, ę, ė, į, š, ų, ū, ž).

      • Iliya
        Iliya03-19-2012

        Yup, this is one of the considerations too, but the iPhone should be OK actually… it uses Helvetica Neue it must be unicode… the iPad uses Gill Sans (with variation Light and Regular).

  13. mac
    mac03-19-2012

    Looks great ;)
    If you wan’t any more help with translation don’t hesitate to ask.

  14. Heinz
    Heinz03-19-2012

    Looks great!

    Do you have any beta to try it?
    Greetings from Vienna!
    Heinz

    • Iliya
      Iliya03-19-2012

      Greetings from London, Heinz! :)
      The beta is limited to very small amount of people actually…

      If you mean a demo version – we plan to make demo versions of MoneyWiz (iOS and Mac) later this year…

  15. MikeA
    MikeA03-19-2012

    It’s about time someone brought a good money manager to the Mac that actually syncs properly to iOS devices. Bravo!

    • Iliya
      Iliya03-19-2012

      I “up!” that :) On a personal level, this was one of the big reasons to start doing MoneyWiz in the first place…

  16. Mick Smith
    Mick Smith03-19-2012

    Can’t wait until the release, I have been using both the iPad and iPhone versions and this will complete the set.
    Looks great from the information and screen shots you have shown, keep up the good work.

  17. Gregore
    Gregore03-19-2012

    Finally, the missing link is found!! Long awaited desktop app. Awesome.

  18. rtik13
    rtik1303-19-2012

    I’ve used and enjoyed both iOS iterations for some time now, and I have to admit that for some things I’d just rather have a keyboard and pointing device… things such as financial software! I’m so impressed with the design and functionality of MoneyWiz that I’ve been able to ignore that need and just enjoy using the apps, though. The news that MoneyWiz would be coming to my iMac made me incredibly happy. I’d gladly pay twice the asking price for this program. Keep up the good work!

  19. Roel Knol
    Roel Knol03-19-2012

    Can’t wait till it’s in the Appstore….

  20. m157y
    m157y03-19-2012

    Great work!
    Congratulations, Iliya, you’ve done it! :)

  21. Alexey
    Alexey03-19-2012

    Seems really promising, you might as well be the first developer to tick all the boxes – as rightfully said, none has done so far. But please, add the “All transactions view” (not just by a single account) – at this stage, it should not be a problem.

  22. Ted
    Ted03-19-2012

    OMG it looks great and is much needed!!!
    i’ll def buy.. and $24 only??? i expected to pay double that at least!

    • Iliya
      Iliya03-19-2012

      We can arrange that :-)

      Just kidding…

  23. Jools
    Jools03-19-2012

    It looks great. Your description of the development process is amazing. It had me on the edge of my chair.

  24. t
    t03-19-2012

    Add an option to enter directly into the expert view grid vs. popup window. That is one major gripe with most PFM software on the mac. You said it yourself, the right side isnt the place — neither is a box in the center. Allow entry in the exact place the data should show.

    just my preference. thanks

  25. Liz
    Liz03-19-2012

    Love the iOS apps, but have been really hanging out for the Mac App. Am also impressed by how much you’ve shared your process. Gives me confidence in your team. Thanks guys,…. am waiting patiently.

  26. Mark Griffin
    Mark Griffin03-19-2012

    Looking forward to the Mac App version – loving the iPad and iPhone versions….

    Thanks guys.

  27. Rich
    Rich03-20-2012

    I love the iPad and iPhone apps and I am looking forward to the Mac version. I feature I need is automatic entry of reoccurring transactions. That’s not one the current versions (or I cannot find it). I have several scheduled transactions every month and I want to to automatically be entered every month. Please make sure the Mac version will do that.

  28. Brandon Smith
    Brandon Smith03-20-2012

    I bought my first Mac last summer. The only reason my WinXP box is still running (via remote access) is to get at my Microsoft Money info. The ability to track transactions and bills, and see the “ending balance” at the end of the month, has been non-existent on other Mac finance apps. It seems everyone has gone the “envelope budgeting” route, which I’m not a fan of. The MoneyWiz iPhone and iPad apps have me hooked. I’ll gladly pay $25 for the Mac version (although I’ll also take advantage of any discounts offered).

    Will there be a web portal available at some time in the future?

    • Iliya
      Iliya03-20-2012

      Brandon, we do want to make a Web portal in the future, but frankly I can’t really say when we’ll have time and resources for that… I imagine the Windows version would come before that.

  29. Fred
    Fred03-20-2012

    MONEYWIZ has been a real success at home. You mentioned about sync solution that never been really successfully implemented so far; I agree. It takes the tool, the process and the human interaction factor… MoneyWiz, via its simplicity and great efficiency, simply makes it all work together. I use the iPhone and iPad versions… the Mac version will certainly be well adopted too!

  30. Danilo Ronchi
    Danilo Ronchi03-20-2012

    It could be great if we could import xls files.
    Great job!

    Danilo

  31. Dobozi Tibor
    Dobozi Tibor03-21-2012

    I cant wait! There will be a tryout version?

    • Iliya
      Iliya03-21-2012

      Sorry Dobozi…we’ll directly release the full thing when we’re ready.

  32. Claudia
    Claudia03-21-2012

    Good job! For want of anything better, I’m still running Microsoft Money in Parallels, but I’d love to switch to MoneyWiz. One question though: will I be able to import Microsoft Money data into MoneyWiz? I’d hate to lose ten years of personal financial history!

  33. Marc
    Marc03-21-2012

    Looking forward to mac version. Have held off on iOS versions due to functionality that I require. This will be great if I can accomplish what I have in the past with MS Money, the Quicken Mac and then Fortora Fresh Finance with the moneywiz mac version and my wife can access and manipulate our shared financial info using her iPad. Please keep me informed of the release.

  34. jollibee
    jollibee03-22-2012

    Try BeeFont, It is the ultimate font utility for users who require a quick, easy and comprehensive overview of all their fonts on Mac.

    • Iliya
      Iliya03-22-2012

      Thanks, will give it a look.

  35. Ryan
    Ryan03-22-2012

    Looks like a great product only question I have is if it will have direct download from banks?

    • Iliya
      Iliya03-22-2012

      Ryan, this feature will come via a free update, this summer. We are working on it in parallel with the rest of the development, but it will take some time. Also it requires certain company certifications (legal), and we are in the process of obtaining them.

  36. Pedro
    Pedro03-23-2012

    My only concern is if the Mac app icon is going to be any better than the iOS one… The app is amazing however the icon looks pretty bad = p Are u guys planing to release a universal (iPhone+iPad) version? It would be nice if u guys could release a universal version for like 6.99 or w/e… much easier : )

    Looking forward for the Mac release! Keep up the amazing work!

    • Iliya
      Iliya03-23-2012

      Hi Pedro,

      We actually plan to refresh the icon, to make it more vibrant later this year. But we’ll totally keep the coin icon, just make it more vibrant.
      Universal app – no such plans for now.

      • Josh
        Josh03-29-2012

        Glad to hear you’re keeping the coin icon! I personally think it’s pretty sweet, in my opinion. Keep up the great work, and I’m really looking forward to the Mac app!

  37. Vincent
    Vincent03-23-2012

    Will Moneywiz for mac have an online bill pay feature?

    • Iliya
      Iliya03-23-2012

      No, not at the beginning… we’re working to integrate MoneyWiz with banking institutions and hopefully it will be done this summer, but even then, we’ll first only allow automatic downloading of transactions. Real payments shall come later, although I can’t tell anything certain about that now.

      • Olivier Xhignesse
        Olivier Xhignesse03-26-2012

        Any beta version for Mac Beta Tester… ?
        i work with, sell and repair mac from 1984 and also make FileMaker Pro Development for Graphic professional sector.
        Olivier

      • Iliya
        Iliya03-26-2012

        Hi Oliver. The beta list is currently closed.

  38. Kira
    Kira03-26-2012

    Can you add a profit / loss report? I want to use moneywiz for business. It would be great to sync bank accounts & the transactions in real time, like Mint. I LOVE the ability to customize categories. Also I would like to split transactions into 2 categories. If Moneywiz included these features the App would be flawless and better than mint.

    • Iliya
      Iliya03-26-2012

      Hi Kira,

      Profit/loss report – isn’t that the current Trends report that we have?
      Sync transitions in real time – coming later this summer, via the DirectConnect technology. If your bank supports it, then you can sync with MoneyWiz.
      Split transactions into 2 categories – it’s currently possible…just select 2 categories and MoneyWiz will automatically split them and will ask you on step 2 of the expense creation screen, to enter how much of the amount goes to each category.

      • Patrik
        Patrik03-29-2012

        I live in Sweden and the banks here does not allow syncing directly to the bank. But i have an app that automatically grabs my statements fom my banks webpage and converts it to OFX and puts the file in my Dropbox.
        Would it be possible to implement that MoneyWiz on startup reads my OFX-files and imports them?
        I know its not that hard to import manually, but automatic import erase some steps for me :)

      • Iliya
        Iliya03-29-2012

        Hi Patrik,

        I too prefer everything automatic… I am not aware of how this app you referred to works though… could you please e-mail me at iliya@silverwiz.com so we can discuss it? I am very much interested in this :)

        Cheers,
        ILIYA

  39. GG
    GG03-26-2012

    I’ve tried all the Mac financial apps you can try, and even purchased one of them which I regret. I am using your Iphone and Ipad app exclusively for my both business and personal and will buy this software the day it arrives. Thanks for keeping your design principles in alignment with Apple’s principles…

    • Iliya
      Iliya03-26-2012

      That’s the spirit :)

  40. Luciano
    Luciano03-27-2012

    HI, I have iphone and Ipad app.
    Working very,very well.
    I can’t waiting for the Mac v.!
    The £25 price is ok.
    Please, dont listen people that want to spend anything…
    Cheaper than anything else available for the UK.
    And the free cloud sync too!
    Thanks

    • Iliya
      Iliya03-27-2012

      Thanks Luciano!
      But it’s not 25 GBP for UK… it is 25 USD for US, but the UK equivalent is 17.49 GBP. Significantly cheaper even :)

  41. Maciej
    Maciej03-28-2012

    Is the app consistent with the envelope kind of budgeting. If yes, how does it support it, perhaps in comparison with YNAB?

    • Iliya
      Iliya03-28-2012

      Hi Maciej,

      MoneyWiz does have budgeting but it’s not the envelope type. You can find out more about how budgets work in MoneyWiz in our Support section.

  42. Vivek
    Vivek03-28-2012

    Looks real sweet!

    But… does it support investments? Can I enter my purchases, sales, etc. of shares, bonds, etc. and update a current market price for each (manually is fine, but using say, the Google or Yahoo ticker id is better)? That would give me a true net worth.

    Moneydance handles this effectively (though simple it ain’t and the interface is no great shakes). But Moneydance on the iPad sucks big time!

    Looking forward…

    • Iliya
      Iliya03-28-2012

      Hi Vivek. Investment accounts are not yet available in MoneyWiz… we’ll do them, but I can’t promise when, at this point. They will probably make it in major version 2.0, which would be a paid update and released next year.

  43. Robert
    Robert03-28-2012

    Thank you for becoming the first developer—in the entire history of software development on ANY platform—to design and implement a personal finance app that isn’t a piece of sh*t. Special thanks for making sure it’s the first that doesn’t LOOK like sh*t, too. If the Mac version is half as good as it looks, I’ll create second and third Apple IDs just so that I can pay you triple for finally, FINALLY filling the vacuum. So it only took like half a century, but at least someone finally did it.

    Having mastered this, would you like a new challenge? Become the first developer in the history of development to design and implement a gradebook/classroom management app (for higher educators) that isn’t a piece of sh*t.

    • Iliya
      Iliya03-28-2012

      Haha I want to print that comment on a T-Shirt and show off :-) :-) :-)

      As for the gradebook management app – we do plan to do more apps, but that would not come before next year…we need to do some crazy awesome stuff with MoneyWiz first :)

  44. Ivan
    Ivan03-29-2012

    Just bought MoneyWiz for both iPhone and iPad, can’t wait for the Mac version.
    Customers like us, should definitely have a release discount.

    • Pedro
      Pedro03-30-2012

      Same here.. just got the iOS app…

      Hey you guys are Apple developers, should be a App Store category by default, just saying hahaha

  45. Zack Jones
    Zack Jones03-30-2012

    I don’t yet own a Mac but as soon as I do this will be the first app I will buy for it.

  46. Marcelo
    Marcelo03-30-2012

    Most wanted feature: ability to share a account with someone else… It would be great if I could share one account with my wife using different Sync Everything! logins! Lets say we use the same credit account or w/e : ) I think you guys got it

    That would be a killlllerrrrr feature : )

    • Iliya
      Iliya03-31-2012

      Hi Marcelo,

      We actually have the idea to do this… it’s called Joint Account and we’ve already had some talks in the team…but I would guess that it would come in major version 2.

  47. Luciano
    Luciano03-31-2012

    Hi,
    With Mac app, will be possible to
    save the accounts backup on hardisk too?
    Thanks

    • Iliya
      Iliya03-31-2012

      Yes, these sort of things tend to be much easier on the Mac :)

  48. Jon Wright
    Jon Wright04-01-2012

    Would it be possible to add a black or red line into the forecast report to show 0.00

    • Iliya
      Iliya04-01-2012

      Hi Jon,

      I am not sure I understand your suggestion…could you please e-mail us at info@silverwiz.com and give us a bit more details?

      Thanks!

  49. fenixkim
    fenixkim04-01-2012

    What about Smart Accounts?

    • Iliya
      Iliya04-01-2012

      What is “smart account”?

  50. Carlsand
    Carlsand04-02-2012

    Iliya, I tried several ways to handle my personal finances, but none met my needs as well as it does MoneyWiz. I had never felt so satisfied with an App. I look forward to the Mac version. Thanks for such great work!

    I wanted to know if they have in mind two things:

    1 – Will there be a way to create our own Filters in the future? which includes the application are fine, but for example I love to create a Filter that allows me to see the transactions I have made on a date with my credit card (to know what is going to cut this month, or the court next month) or know the transactions made ​​only in the day (or a specific date) with all my accounts… Custom Filters.

    2- Also, the lock screen of the application, where I have to enter my password to get in, sometimes I find it a bit difficult because I have to dial the 4 digit password and then click on “Submit”, for some fingers is usually a bit, shall we say … Complicated. I had to try 2 or even 4 times to get it right. Maybe putting a little easier would be perfect. I know this is only a mere cosmetic issue, but I say this because I have several applications that I have configured with password and for all, MoneyWiz is the only one I’m a bit of difficulty getting to the first and add my transactions on the go… (Especially when I’m on the street and I need to introduce a spending fast) Anyway, thanks for paying attention to our comments.

    • Iliya
      Iliya04-02-2012

      Hi! Thanks for the positive feedback :)

      On your questions:

      1) We do have such idea, but I can’t promise it will be released within ver.1.x. What I mean is that it might be done in major version 2.0 which is planned for next year, as a paid update.
      2) Agree…we’ll be sorting this soon. We’ll make PINs to be just 4 digits, to ease the app entry.

  51. Alexander
    Alexander04-02-2012

    I was looking for a decent, user friendly personal finance APP. I think i’ve git it with MoneyWiz. Congrats, very good job!!!

    I allready installed it on my iPad3 and i’m looking forward for the Mac version and the possibility to sync between iPad and Mac. The only thing that worries me ist the the cloud service you mentioned. How secure ist this cloud service?

    Regards,
    Alexander

    • Iliya
      Iliya04-02-2012

      Hi Alexander,

      It’s quite secure actually…we’ll be publishing a blogpost soon that explains all that in details, but basically your data is encrypted and only you can access it (or whoever knows your password) so there’s nothing to worry about.

  52. Andy
    Andy04-02-2012

    Looks ace and i’ll definitely be buying it. The cost is PERFECT. I agree that we need to pay for good software, and for sure, MoneyWiz on iPad is AMAZING software! Plus $25 is extremely cheap!

    Last night i bought MoneyWiz and migrated my iBank accounts from mac into it. It’s SO much better than iBank, and iBank’s iOS app absolutely SUCKS (as you found out in your market review).

    You guys are onto a winner here! Many thanks and i can’t wait to get a copy asap! (I really need the bulk editing tool).

    Thanks,

    Andy

  53. zkaizen
    zkaizen04-02-2012

    Is it available now?

    • Iliya
      Iliya04-02-2012

      No. We shall release it at the end of April if all goes by plan.

      • Marcelo
        Marcelo04-02-2012

        May I ask you guys one thing… Why do you guys show my account in the login scree??? (iOS version) Thats a totally lack of security.. you guys are showing + email + my account for the sync service… Why would I need to know my logged in account?

      • Iliya
        Iliya04-02-2012

        Because a lot of our clients use MoneyWiz in their family, separately but on 1 device… i.e. husband and wife, both have the same iPad, but have different sync accounts. And how is it so insecure? It’s your e-mail address, you don’t expect an automatic bot, working with the security cameras in the coffee, to scan this e-mail and send you spam, do you? :)

  54. Marcelo
    Marcelo04-02-2012

    Well, I hate spam, its one more way to get my email. Second, knowing my email/account they can easily brute force my password into the Sync Everything! I’ve got a question is the app password linked to my Sync account? I mean, is it also saved into the cloud? If yes… that sounds a “reasonable” reason have it shown.. if not, why not just it show it in the main screen?

    Thanks = p

    PS: I am not trying to be a jerk…

  55. Kelvin Chooi
    Kelvin Chooi04-03-2012

    Is there a window version of this? I love the app but hope to see it on windows as most of the times I am using windows cause of my works nature

  56. Dave
    Dave04-03-2012

    Will Moneywiz for mac be able to deal with stocks,shares and other investments like the dreaded Microsoft Money?

    • Iliya
      Iliya04-03-2012

      Not at the initial release…we plan to do stocks, shares etc.. in major version 2.0, which is planned for next year.

      • Luke
        Luke04-04-2012

        I’ve loved the iPhone app so far, and will pick up the Mac version during the pre-release sale. I hope you continue to support multiple currencies – as someone who works abroad but has bank accounts in the States, this is a real godsend for me.

        I agree with Dave that the ability to handle stock data is very important. Will certainly look forward to that being added on.

  57. Dennis
    Dennis04-04-2012

    Very anxious for Mac edition. Soon I hope?

    • Iliya
      Iliya04-05-2012

      If all goes well, as it should, we will release this month, at the end of the month.

  58. Joon
    Joon04-05-2012

    It is hard to wait for SilverWiz for Mac. I hope it will be released soon. :)

  59. Alex
    Alex04-10-2012

    Can’t wait for Mac version… Any word when it will be avaliable… Or I should ask is everything going well????

    • Iliya
      Iliya04-10-2012

      Hey Alex,

      Everything’s going well…we will be releasing at the end of this month as promised, and Mac version must become available for download in the first weeks of May (depending on how much time Apple takes to approve it).

  60. Dave
    Dave04-13-2012

    Does this mean the Mac version won’t be available until it hits the Mac store? Is there any way to get hold of it earlier??
    Anyway, hope you guys are doing well ….. bet you’re keeping busy!!
    All the best!

    • Iliya
      Iliya04-13-2012

      Hi Dave,

      We won’t be able to distribute the Mac version off the AppStore at first… this is in our plans for later this year.

      • Dave
        Dave04-13-2012

        :) It’s fine ……. just a shame Apple take 30% of your hard earned cash!!!
        If you work 30% more hours you’ll never sleep!!!
        D

  61. Denbas
    Denbas04-15-2012

    HI,

    I have just bought the Ipad version, and you have developed a amazing account software.
    I could do just one remark regarding 2 options :
    - why when we do a sync between the Iphone and the Ipad the pictures are not transfered ? (will be the same thing with the Mac Version ? )
    - Second thing, i did not see how we could manage checkbook account (check number incrementation ) could be useful when you search a payment

    I come from Ibank and you have done a really easy to use software, thank

    Best regards

    SD

    • Iliya
      Iliya04-15-2012

      Hi there,

      Let me answer your questions…
      - The sync doesn’t sync pictures, because at this moment we can’t afford to keep the sync service free and pay for such amount of data traffic and disk space for servers. This is something we’ll be addressing in major version 2.0.
      - Yup, check books are not supported at the moment…not automatically at least. You can enter check book numbers into the Description field as a work-around. This is on our to-do list, and it will be addressed rather sooner than later.

  62. firefoxx
    firefoxx04-17-2012

    I love the design of your app and just purchased the ipad version 1 hr ago, so definately a newbie and really wanting this app to work for me and meet my needs…. because I love the design sooooo much.

    I don’t need any running balances or account details as I want to use this app for tax purposes and generating reports for the money I receive from freelancing from different clients, the money I receive from my investment unit, then expenses to do with my freelancing and my unit and kids schooling.

    The report then needs to only be from the financial year (1 july – 30 june). Is there an option to:
    1. set the custom date (for reports) globally so I don’t have to keep entering it in manually
    2. not need to put a balance in an account – I would just use the ‘account’ field as higher level category
    3. not show the % next to the amount of received income or expense within the report
    4. not show the graph (which is actually a circle) at the top of the report so I can give the report to my accountant

    To be honest I’ve currently been using Budget workbook for a couple of years and it does what I need, but I cannot stand the lack of design, especially since I am a designer myself! It’s driving me crazy.

    If I can even have sort of a work around to make this work for me then I will gladly pay for the mac version when released.

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