MoneyWiz 3 : Personal Finance

MoneyWiz 3 : Personal Finance for PC and Mac

Published by SilverWiz Ltd on 2024-10-11

  • Compatibility: Available on Windows 11, Windows 10, Windows 7 & MacOS 10, 11, 10.12
  • Category: Finance
  • Licence: Free
  • Software version: 3.8.10
  • File size: 26.03 MB


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MoneyWiz 3 Overview

What is MoneyWiz 3? MoneyWiz is a finance management app that allows users to manage their money from a single app. It offers worldwide online banking support with automatic transaction categorization and access to over 16,000 banks in over 50 countries. It also supports crypto, forex, and stock trading investment accounts with automatic trades sync. MoneyWiz has cross-platform sync with native apps for desktop and mobile, manual transaction entry, and bank statement import for those who prefer to do manual bookkeeping. It also offers powerful budgets, transaction scheduling, financial forecasts, and reporting. MoneyWiz is translated into more than 20 languages, supports all world currencies, multi-level custom categories, and has over 600 features. MoneyWiz is available for all major platforms and syncs between all of your devices automatically. MoneyWiz offers two options for purchase: MoneyWiz Premium - subscription that enables everything on all devices, and MoneyWiz Standard - one-time payment sold separately for each platform.


Screenshots

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MoneyWiz 3 : Personal Finance Features and Description

1. You can use our amazing SYNCbits syncing service to ensure that you have your data with you at all times, on all devices! It allows for offline use too, and automatically detects internet connection to sync any changes made while offline.

2. MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set.

3. Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances.

4. With the Online Banking feature you don’t need to enter data manually (but you can!).

5. Your subscriptions will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account.

6. * MoneyWiz Premium - subscription that enables everything on all devices.

7. MoneyWiz is often referred to as the “go-to” application by our customers.

8. To enable all features, you need to purchase MoneyWiz.

9. Enables SYNCbits (cross-device sync) but NOT online banking.

10. Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication).

11. * MoneyWiz Standard - one time payment.



Pros:

  • - Works great
  • - Does forecasting, budgeting, and everything needed
  • - Outstanding customer service
  • - Easy to use
  • - Intuitive interface
  • - Data is backed up on the Cloud
  • - Scheduling process works great

Download MoneyWiz 3 : Personal Finance Latest Version


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MAC Download:
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Installation Requirements

PC Compactibility/Requirements for Installation

Compactible OS list:
  1. Windows 11
  2. Windows 10
  3. Windows 8.1
  4. Windows 7
  5. Windows Vista

Requirements for MacOS Installation

Intel, 64-bit processor, OS X 10.7 or later.

Compactible OS list:
  1. macOS Ventura: 13.3
  2. macOS Monterey: 12.6.4
  3. macOS Big Sur: 11.7.5
  4. macOS Catalina: 10.15
  5. macOS Mojave: 10.14
  6. macOS High Sierra: 10.13

FAQs

MoneyWiz 3 : Personal Finance - Is it safe to download?

Yes. The app is 100 percent (100%) safe to download and Install. Our download links are from safe sources and are frequently virus scanned to protect you

Software Reviews and Criticism

  • By kms619

    Great App, Great Support - Highly Recommended

    The app itself works great. Does forecasting, does budgeting, does everything I ever needed. I pretty much literally tried every other app and didn't care for them. The only thing I liked was Quicken back when I was on Windows. But what really nails it is the support. I'm not a squeaky wheel. (Usually.) So if and when I send in a ticket it's because of a serious need. A couple updates ago they dropped forecasting - which is a huge reason for why I liked MoneyWiz in the first place (I'm the type that makes decisions based on 6 month/2 year, etc forecasts). After sending in a ticket, to which they responded within an hour, they said it would be back at the end of the week. End of the week - they had forecasting back in the software. Another time the Google backend crashed so I couldn't login. Sent in a ticket a ticket and within 20 minutes I had a response. When the service was back, they followed up. Best of all was finding out I can use it on Windows and Windows and it works flawlessly. I'd been using it on an Windows and iPhone for years and the sync was perfect - but added a windows 10 PC this year and was pleasantly surprised that it works just as well there. Bottom Line: Been using this software for 3 or 4 years now and every once in a while I glance at the others but this is still far and away the best personal finance software available, IMO.


  • By Jubgtfdre

    Excellent Personal Finance App

    I have had the iPad mobile for 3 years and the Windows version for 2 years. They synch perfectly, the functions are intuitive and easy to use. The customer support is prompt and always corrects any problems. Your data is backed up on the Cloud so no need to worry losing it. I have MoneyWiz2 without the inerface with my bank or broker, so I enter some data manually. This version lacks the paycheck entry process so I enter income and expense separately, The scheduling process works great. My only negative is the available report formats, there are ways to get a Cash Flow but it requires some processing, New Worth is easy. I don't know what the current costs are for each app, but compared to others on the market this is a great value.


  • By 2511Denise

    Great support and product

    Have been using MoneyWiz for close to 5 years now (just upgraded to 3). This is an awesome company to work with. No hassles and they get my questions/issues responded to very promptly.


  • By HaydenSH

    Outstanding Product and Customer Support.

    I dropped Quicken after the purchase of my Windows, and researched various Apps fror financial management. MoneyWiz was my choice and I am still using it almost 5 years later. Customer Support service is second to none. Outstanding service and quick to respond to questions or issues. Always follow up inquires to determine if question(s) answered or issue resolved. This company is truly customer oriented and always willing to accept recommendations for improvement of software. They go the extra mile to keep you, as a user, a satisfied customer through their quality prodcut and outstandng customer service.


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