MoneyWiz 3 : Personal Finance

MoneyWiz 3 : Personal Finance for PC and Mac

Written by SilverWiz Ltd


  • Category: Finance
  • Release date: 2022-02-01
  • Licence: Free
  • Software version: 3.8.9
  • File size: 26.03 MB
  • Compatibility: Available on Windows 11, Windows 10, Windows 8, Windows 7, Vista and Mac OS 10, 11 10.12
  • How it works | What is MoneyWiz 3 : Personal Finance?


Whatʹs Great

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!).

MoneyWiz 3 : Personal Finance for PC and Mac Screenshots

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MoneyWiz 3 : Personal Finance Features and Description


Key Features

Latest Version: 3.8.9

  • Licence: Free


  • What does MoneyWiz 3 : Personal Finance do? Manage everything about your money from a single app. Sync with banks or manage accounts manually. Available for all major platforms and syncs between all of your devices automatically. FEATURES HIGHLIGHT: • worldwide online banking support with automatic transaction categorization and access to over 16,000 banks in over 50 countries, • crypto, forex and stock trading investment accounts with automatic trades sync, • cross-platform sync with native apps for your desktop and mobile, • manual transaction entry & bank statement import for those who prefer to do manual bookkeeping, • powerful budgets, transaction scheduling, financial forecasts and reporting, • translated into more than 20 languages, support for all world currencies, multi-level custom categories, and so much more with over 600 features! MoneyWiz is often referred to as the “go-to” application by our customers. Tired of comparing finance applications? Exporting data from one app to another to find the perfect one? Trusted by hundreds of thousands of customers, MoneyWiz truly is the final destination for everyone seeking to organize their finances. Launch it, grab a beverage of your choice and start actually enjoying working with your finances! HOT OFF THE PRESS! CRYPTO SUPPORT! Our latest release includes support for forex and crypto-currencies. MoneyWiz is now the first finance-management application to fully support crypto-currencies trading on top of an already powerful feature set. You’re now able to see your entire portfolio, latest prices and your current net worth - all in one beautifully organized workspace! SO HOW EXACTLY DO WE MAKE FINANCE MANAGEMENT EXCITING AND ENJOYABLE? YOUR DATA COMES TO YOU! With the Online Banking feature you don’t need to enter data manually (but you can!). Just connect to one of the thousands of banks we support and relax while MoneyWiz downloads and automatically categorizes transactions from your checking, credit card, savings, investment, forex and crypto accounts! On top of that, MoneyWiz uses proprietary AI algorithms to learn from your changes, so the more you use it the better auto-categorization becomes! Not a fan of automatic online sync? Need to transfer data from another app? We’ve got you covered! You can still enter manual transactions with ease as well as import your transactions in form of CSV, QIF, OFX, QFX and MT940 files! CROSS-DEVICE SYNC THAT WORKS 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. YOUR DATA STAYS YOURS We pride ourselves in our privacy-oriented approach. Any use of online services is optional but if you do decide to use them, rest assured that your data is protected with the best safeguards and encryption methods available. Just take a look at our Privacy Policy! Your local data also can be locked down with a PIN code (supported by fingerprint or facial authentication). DEDICATED SUPPORT TEAM Our support team is one of the most frequently mentioned compliments customers leave in the application reviews - and we couldn’t be prouder! SUBSCRIPTION & PRIVACY NOTICE To enable all features, you need to purchase MoneyWiz. We offer two options: * MoneyWiz Premium - subscription that enables everything on all devices. Costs $49.99/year or $4.99/month. * MoneyWiz Standard - one time payment. Sold separately for each platform (pricing varies). Enables SYNCbits (cross-device sync) but NOT online banking. Your subscriptions will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings. Privacy Policy: https://wiz.money/support/privacy-policy/ Terms of Use: https://wiz.money/support/terms-of-service/

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    Software 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. OS X 10.10: Yosemite
    2. OS X 10.11: El Capitan
    3. macOS 10.12: Sierra
    4. macOS 10.13: High Sierra
    5. macOS 10.14: Mojave8
    6. macOS 10.15: Catalina
    7. macOS Big Sur (macOS 11)

    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 Critisims


    • By kms619
      5

      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 HaydenSH
      5

      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.


    • By Jubgtfdre
      4

      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 rv557
      5

      Easy Accounting

      I have been using MoneyWiz 3 for my 3rd year and I must saymthis is the easiest accounting system I have ever used for personal use. I worked in accounting using QB Pro for many years and now that I am retired, I wanted something easy to use. After one sets up the accounts it is very simple to enter all expenses and incomes on a daily basis. Reports are easy to understand and create. I have my net worth up to date on a daily basis. One doesn't have to be an account to use this program, just a basic willingness to imput data on a regular basis. Thank you MoneyWiz 3. Bill M


    • By Fla-iMac
      5

      The best for me...

      I've been using MoneyWiz for quite a number of years and have always been a 'standard' user but this time around in upgrading to version 3 I decided to go with the premium verson and could not be happier... MoneyWiz version 3 is a huge improvement and also has many new enhancements and customizations available... I use the program largely on my Windows along with a Samsung Galaxy S7 cellphone... the combination works perfectly... Great job MoneyWiz and looking forward to you next list of improvements as well...


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