MoneyWiz – Personal Finance for iPad
Do more with your money. View all your accounts, budgets and bills in one place. Experience reports on a whole new level. Sync Everything across devices!
Meet MoneyWiz – the personal finance assistant that just works!
- Connects all your money management needs into one convenient place
- Gives you beautiful reports in full screen
- Allows you to properly set and monitor budgets
- Reminds you of due bills
- Automatically keeps data consistent across multiple devices
- Intuitive and uncluttered design makes it joyful to use MoneyWiz
- 200+ features
All Accounts In One Place
- Create various types of accounts, including a cash (wallet) account
- Register expenses, incomes, adjust balance and transfer money between accounts
- Real accounts reconciliation
- Make split payments
- Multi-currency support
- Import your bank statements from CSV, OFX, QFX and QIF files
- Smart auto-completion for quick transactions entry
- Sort, filter and search transactions
Smart Budgets help you stay on track
Set budgets and pay down your debt or just stay on track with your spendings. MoneyWiz will monitor the budgets for you, and let you know when something’s about to go wrong.
- Create custom budgets
- Expenses are automatically assigned to the correct budget
- Alerts for low and exhausted budget
- See budget progress, daily allowance and remaining days
- See the transactions that make up each budget
Never Miss a Bill Again
- Plan expenses, incomes and transfers
- Receive alerts when a bill is due
- Manage recurring transactions, like bills and salary
- See it all on a beautiful calendar
- Quickly access forecast for any day on the calendar
Reports that let you touch your money
Thorough reports with beautiful interactive charts will show you everything you need to know about your money.
- Full screen reports
- Export to PDF and CSV
- See transactions that form a report
- Save reports locally into MoneyWiz
- All kinds of reports – NetWorth, Payees, Account balance, Trends, Forecast, Compare budgets, Categories, Statistics, Budget balance
Cloud Syncing. Import CSV, OFX, QFX and QIF files.
Sync Everything! is our free cloud service, that allows you to keep your MoneyWiz data synced and accurate on multiple devices. It’s totally automatic once you enable it, and it’s also a great way to keep all of your data backed up.
Read more about Sync Everything! →
Whether you’re transferring your data from other software or just willing to import some bank statements- it’s easy! MoneyWiz can import the industry standard CSV, OFX, QFX and QIF files. MoneyWiz will import all your accounts, categories and payees.
To make things even easier, we’ve prepared online tutorials showing how to import from some of the personal finance softwares out there, such as Quicken Essentials, Quicken for Windows, MS Money, Jumsoft Money, iBank, MoneyDance and MoneyWell.
MoneyWiz is a truly international app.
- Support for all world currencies
- Built in currencies conversion
- Translations in English, Arabic, Chinese, Dutch, French, German, Indonesian, Italian, Japanese, Korean, Polish, Portuguese (Brazil), Portuguese (Portugal), Romanian, Russian, Spanish and Swedish. More to come!
- Ability to transfer money between accounts with different currencies
- Customer support via e-mail, in all of these languages
Some more reasons to love MoneyWiz
- Smart in-app help that guides you through MoneyWiz, as you go.
- Auto completers for fast transaction creation.
- Password protection with ability to auto-erase all data
- Premium customer care
- Regular updates
- 200+ features and counting!
Featured in New & Noteworthy and What's Hot, by Apple.
– Apple, http://www.silverwiz.com/2011/10/featured-in-new-noteworthy/
MoneyWiz for iPad is all about giving you more than you would except. For those wishing to find the perfect app for monitoring your accounts, look no further than MoneyWiz.
– AppAdvice, http://appadvice.com/appnn/2011/07/quickadvice-moneywiz
The UI is amazing – it’s packed with so many features, yet doesn’t feel cluttered.
– TiPb, http://www.tipb.com/2011/08/31/manage-finances-moneywiz-ipad-giveaway/
MoneyWiz is a professional grade budget-and-money tracker that will help you nail down income and expenses.
– PadGadget, http://www.padgadget.com/2011/08/31/when-times-are-tight-get-moneywiz/