MoneyWiz
By MoneyWiz
Personal Finance Software
Yearly,Monthly
About
MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage.
Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category.
MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills.
MoneyWiz gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the
Key Features
- ✓ Investment Monitoring
- ✓ Loan Management
- ✓ Property Management
- ✓ Transaction History
- ✓ Tax Reports
- ✓ Spending Limit
- ✓ Spend Tracker
- ✓ Financial Dashboard
- ✓ Expense Groups
- ✓ Budgeting
- ✓ Bills Management
- ✓ Payment Gateway
- ✓ Reports
- ✓ Alerts
- ✓ Multi-Currency
Screenshots
Screenshot 1
Screenshot 2
Pricing
Premium
USD5/Month
- Bank sync with over 40
- 000 banks
- Cloud sync between devices
- Free updates with new features
- Priority support over email & chat
- Bank sync with over 40
- 000 banks
- Cloud sync between devices
- Free updates with new features
- Priority support over email & chat
Standard
USD20/Year
- Cloud sync between devices
- Free updates with new features
- Support over email & chat
- Cloud sync between devices
- Free updates with new features
- Support over email & chat
MoneyWiz 3 (Pay once)
USD0
- Cloud sync between devices
- Sold separately for each platform
- Support over email & chat
- Cloud sync between devices
- Sold separately for each platform
- Support over email & chat
MoneyWiz 3 (subscriber)
USD0
- Bank sync with over 40
- 000 banks
- Cloud sync between devices
- One license unlocks all platforms
- Priority support over email & chat
- Bank sync with over 40
- 000 banks
- Cloud sync between devices
- One license unlocks all platforms
- Priority support over email & chat
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Frequently Asked Questions
How much does MoneyWiz cost?
▼
MoneyWiz offers 4 pricing plan(s):
- Premium — USD4.99 /Month
- Standard — USD19.99 /Year
- MoneyWiz 3 (Pay once) — USD0.00
- MoneyWiz 3 (subscriber) — USD0.00
What is MoneyWiz used for?
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MoneyWiz is a Personal Finance Software solution. Top features include:
- Investment Monitoring
- Loan Management
- Property Management
- Transaction History
- Tax Reports
Does MoneyWiz offer a free trial?
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MoneyWiz does not currently offer a free trial.
What support does MoneyWiz provide?
▼
MoneyWiz provides Phone,Email,Online (Ticket) support.
Is MoneyWiz cloud-based or on-premise?
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MoneyWiz is Cloud Hosted software.
What training resources does MoneyWiz offer?
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MoneyWiz provides Help Guides,Video Guides,Blogs for training.
