MoneyWiz 2024 Personal Finance for PC and Mac

Software Reviews and Criticism

• By Irene H. Moss

  Phenomenal Support

  I have been using Money Wiz since it’s inception, and rely on it completely for managing my finances. It is the BEST finance app out there! I am now using Money Wiz 2020. I had some issues with my data - complete user error on my part. Lliya was not only completely knowledgeable about how to solve my issues, but was so kind and patient! Did not leave my side until all was back in order even though it took quite awhile - again it was all user error on my part. Thank you Lliya for all your help!!!! Wish all in customer support were like you!

  
  
• By iPhone.

  User for many years and love it!

  I’ve been using MoneyWiz for at least five years and have happily paid for premium since the beginning. The bank sync is flawless and transactions always line up. First software I’ve used where I haven’t had to manually adjust or correct balances or transactions due to download or sync issues. One of my favorite features by far is the future balance over time reporting. Amazing work, team! I’ll be a subscriber for years to come.

  
  
• By @LawRuhl

  Best Money App. Period.

  I've literally tried them all. You name it, I've tried it - all in the name of finding a money tracking solution that worked well across iOS and Windows. There are others out there, but none that are better than MW 2020. Fast sync, great customization options, and stellar customer support. I’ve been with them full time since MW1 and the 2020 is truly phenomenal. If you're new or thinking about MoneyWiz, don't hesitate, get this immediately. You won't be sorry.

  
  
• By _c_g

  Fantastic Budgeting App

  MW 2020 is a fantastic budgeting app, offering customized budgets, categories, and reports. I’ve used it for years, and now have a wonderful historical record of previous purchased and income. If you care deeply about tracking your finances, and don’t want to subscribe to a particular approach (think YNAB or “envelopes”), I’d give MW a try. (Also: They now offer a “lite” subscription that eschews online transaction capture for manual entry. Awesome if you don’t need the online functionality but do want syncing.)

  
  
• By Damnedyankeelass

  Best App and Customer Service Ever

  I’ve been using MoneyWiz for years. I recently upgraded to MoneyWiz 3 so I could use it on my new PC, but was upset that the newer version separated my pending and cleared transactions. I found that to be confusing and emailed them to see if there was any way to integrate the two. They responded almost immediately that I could not do so in that version. They suggested that I get MoneyWiz 21, which is an annual subscription, but would allow me to integrate the two categories. Unfortunately, MoneyWiz 21 is only available in IOS, but I can use it on my phone and tablet, just not on my PC, and for me, that was the best choice. When I let them know that I wanted to switch, they immediately refunded my money and I went ahead and got MoneyWiz 21. So, their customer service is outstanding. I have never been able to keep track of my funds using a check register and I have found MoneyWiz to be totally reliable and I depend on it. I don’t use any of the fancier features like syncing with my bank. I don’t want to know what my bank thinks I have; I need to work off of what I will have when all my bills and pending transactions are paid! But if you are financially savvy (I’m not) there are tons of features that can help you track investments etc.

  
  

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