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MoneyWiz 3 - Personal Finance App User Positive Comments 2024
MoneyWiz 3 - Personal Finance app received 105 positive comments and reviews by users. Can you share your positive thoughts about moneywiz 3 - personal finance?
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MoneyWiz 3 - Personal Finance for Positive User Reviews
✓ ConvivialL’application répond bien à mes attentes. Bon soutien technique au besoins..Version: 3.7.9
✓ Just what I've neededThis app is seriously what I've needed for so long. I use it across watch, phone and Mac, and it has taken the stress out of keeping on top of my finances! I used the online accounts to pull in my transaction history (plus an OFX file for more history) - so easy. Categorising transactions is simple to do, and reconciling is a breeze as well. I've now loaded in expenses I know are coming up, set budgets to help track spending, and for the first time really feel like I have a good handle on where it all goes! If you're looking for an app environment to help you get on top of your finances and stay there, this is it..Version: 2.5.12
✓ Keeps My Finances in CheckI love this app and have been using it for years. It has made me understand exactly where all my money is going, and keeps a good record for my tax agent to claim the most I can. Keep up the good work..Version: 3.2.1
✓ Good look and feelThe update is a big change, but it feels more modern and looks great on my new iPad Pro. I’ve been using MoneyWiz for about 3 years on a daily basis and I’m glad to see the app is benefitting from investment in its functionality and usability. Some tidying up is needed, but I trust the developers to add things in soon..Version: 3.1.0
✓ Excellent app with excellent supportHowever good an app is you will at some point regret the purchase if the customer service is slow or poor. Happy to say I had a problem last week which was sorted out within hours by a very pleasant advisor. Very happy with this app. Keeps all my financial info up to date and is easy and pleasant to use..Version: 3.4.1
✓ First class app.Been using MoneyWiz for some time now with complete satisfaction, since graduating to MoneyWiz 3 Pro I have access to all my bankaccounts through the app. EU banking regulations neccessitated a change in how the app works which did cause some frustration, but this has now been rectified. I can only encourage people to try MoneyWiz..Version: 3.6.1
✓ Version 3Always used money wiz for quite some time ( 5 years), quite confident and satisfied with the performance although I must have missed the notification that again it was changing version, the only way to tell is when it stops working on different devices.Version: 3.8.5
✓ Great apps that work across all my platformsEasy to track my money, easy to pick up and see the status of my accounts from any platform. Automatically gets the latest transactions and auto catagorise them..Version: 3.6.1
✓ Excellent finance app.I have used this app now for a number of years and find it to be the of the highest quality. Does everything that I want and a lot more than I will ever need. On the rare occasions that I have needed backup support I have had a reply in less than 24 hrs. Well done silver wiz..Version: 3.6.1
✓ The best!I have tried, to varying degrees, over a dozen different ‘personal finances’ apps, and this is clearly one of the best and probably the best value for money IMO. It has enormous flexibility around how you use it, so people with different approaches and objectives should all be able to get what they need from it. It’s also one of the most ‘professional’ looking apps, rather than one relying on lots of big blocks of colour (which certainly works for some people, but not what I was after)..Version: 3.5.8
✓ Love!I was a longtime PocketMoney user but after latest update rendered it useless to me I came to MoneyWiz after trying many others. Even though I do everything manually, I prefer MW3 over MW2 because of the cleaner interface & expanded options. And even tho I was so very sad to leave PM, I must say that I absolutely LOVE the automatic syncing between devices so that I always know my balances. Another feature that is very handy is the un/cleared red/green dot so that if you want to periodically compare your manual entries against the bank’s between monthly reconciliations to make sure you didn’t miss something, you simply tap the red dot to “check off” the entry & it turns to green so that you know you match the bank (or whatever you’re checking against). The only thing I truly miss from PM is the ability to do a monthly reconciliation using the beginning/ending balances from my bank statements. Apparently this is a feature available only on the desktop version and my reason for only 4 stars (if possible I would have given 4.5). Otherwise it’s great!.Version: 3.6.5
✓ Love, love, love this appI have been trying to track my expenses for years. Between my husband and I, we have at least 300 transactions a month. Each time I open the app, it automatically downloads all our activity since the last time I used it. I created some new categories, deleted some preloaded categories, and was ready to roll. The app is intuitive, the icons are pretty, and support got right back to me when I had questions on how to more efficiently use the app. I finally feel in control of my finances. Note - I did upgrade to premium. Very happy with this app and it’s actually fun to work with..Version: 3.5.1
✓ Really great finance trackerThis is a great finance tracker. Easy to use and intuitive. I’d happily pay for this, but not through a subscription model..Version: 3.6.3
✓ Love MoneyWiz!I’ve been using MoneyWiz for 8 years now, it’s perfect for managing finances, the reporting tools are so handy and effective for convenient insight and foresight. The support is second to none, responses are fast, friendly and get you moving forward with any issues or guidance..Version: 3.7.9
✓ Must Have AppI have been using the standard app for many many years and always very satisfied, it fills my needs. Any time there was the smallest problem, communication with staff was always easy and a solution found every times. Team deserving the 5 star rating..Version: 3.6.3
✓ A real timesaverKeeps my checkbook balanced, shows pending and upcoming, future transactions for the following month so I can see where my balance will be in the next 30 days. Very convenient and helpful. Very minor issues crop up from time to time depending on how various connected accounts post transactions. They are not always done in a way that MoneyWiz can recognize and most often occur when MoneyWiz can’t recognize the Payee. These can be corrected manually in the app. Except for these occasional anomaly’s I would have given the app 5 stars. Oh, yes; very helpful support staff..Version: 3.4.1
✓ Best Checkbook/ Money type app periodI am a long time MoneyWiz customer based on past experience... I upgraded to MoneyWiz 2 and most recently MoneyWiz 3. I don’t need the fancy online banking pull down stuff, I have no problem entering in my spending and then reconciling that with bank account websites etc... I actually prefer it as it helps me keep track of things I spend or potential fraud. So I have the stand alone version of the app. It’s great. The new layout is a slight adjustment but overall it is growing on me as I feel it is allowing more to be on the screen without feeling cluttered. I recently asked about a nagging issue I found with the keypad in MoneyWiz and by recently I mean less than a week before this release I am rating right now. It is fixed. I think the #1 reason you should get this app over others is the team of people making this app as good as it is. They care, they do good work, and deserve affirmation of that good work. Great Job all!.Version: 3.4.0
✓ Best money appLove MoneyWiz, has been on my dock since version 2 came out. UPDATE: Scrolling isn’t very fluid but since 3.5 it has gotten a little better. Aside from that this is hands down one of my top 5 apps for the iPhone. Loved the addition of a standard payment as an alternative for those who don’t need online banking..Version: 3.5.0
✓ Don’t freak out about update!!I updated to this newest version and wasn’t super thrilled about it, BUT, it’s mainly for the users with premium version! If you don’t like it they will return you to Money Wiz 2 standard, with no problem! I contacted them and they immediately switched it back and explained they will be releasing a MoneyWiz 2 Standard later this fall, which I will definitely look at!! Thank you again for the awesome customer service, this is by far the BEST financial app for tracking checking on the App Store!!!!.Version: 3.1.0
✓ Fantastic finance AppThis is a really great, easy to use App full of features. Been using it for sometime now and on the odd occasion I have a question to ask of support they were very responsive and helpful. Reporting is excellent and the user interface very intuitive. Well worth the five stars..Version: 3.5.5
✓ Amazing Personal Finance ApplicationI absolutely love this App. It handles all my accounts in different currencies with ease. The budgeting feature really helps and the fact that it run on IOS and OSX and synchronises data across all allows me to use it as my absolute financial companion. The only feature I really desire would be one to add a photo or pdf to a transaction. This way I could capture my receipt as well as the transaction as the point of the transaction..Version: 3.8.6
✓ Good, but sometimes frustrating......I've been using MoneyWiz for quite a few years and on the whole find it to be easy to use. It does almost everything I want and I am able to keep good track of my finances. My big frustration is that it is very time consuming to "edit" the ever-growing payees list. This is caused partly by the way these are imported from bank data, especially where the value of a transaction shows as part of the "payee" descriptor, and partly because payees themselves change their descriptor, e.g. Company Ltd becomes CompanyLtd. It's not that it is difficult to do, just time consuming when you are dealing with lots of accounts and payees. It ought to be possible for the App to identify and highlight a supposed "new payee" when it is very close to matching an existing one - and then rather than simply offering "create new payee" there would be an option to match the the two. That's my only gripe...... so it's really a 4.5 stars!.Version: 3.5.1
✓ Excellent finance appThis is the best finance app I have found on the app store after trying a great deal of others, and it is one of the most-used apps on my iPhone and iPad. It's not cheap - an annual subscription costs £40-£50 - but in my view it represents excellent value if you want to keep a simple, searchable record of your bank, credit card and investment accounts in one place, with automatic syncing across iDevices and a PC or Mac. The new version (3.1) has a completely new and very attractive UI on the iPhone and iPad (but for some reason not on a Windows PC). A couple of minor niggles are that it is much easier to import data from other apps than to export it, so once you are using this app it won't be easy to go back again, and the subscription offers a range of capabilities which not everyone will want to use (such as cryptocurrency support and automatic downloads of transactions from banks and credit card suppliers) but the overall package is immensely impressive..Version: 3.1.4
✓ Top marksSeems to tick all the boxes if you want to keep track of your finances. Auto filling bank accounts, keeping track of stocks and shares in different portfolios/currencies it can even track your crypto positions. Syncs between my iMac/iPhone and iPad. To be honest I would be lost without it. On the rare occasions I do have a problem the support staff are always on hand with prompt, clear & helpful advice and as yet never failed to get me up and running again without losing any data. If I could give more stars I would, worth every penny of my yearly subscription..Version: 3.4.1
✓ It Just WorksI use MoneyWiz on an iPad to keep track of all of my checking and credit card expenses, my future and recurring bills, and to project balances for future months using ledger and plotting. It does these things very well. The user interface is clean and easy to use. Entering and retrieving data are quick, easy and flexible. MoneyWiz offers good, prompt customer support..Version: 3.5.1
✓ Thank you for returning the calendar!We were devastated when the update took the calendar view away. We were ready to move on from MoneyWiz as this was the main reason for using this app. Thank you for bringing it back so quick!! We love the new update too! The look and feel of the app is so smooth and streamlined. The modern look is amazing and I actually like to just tinker around in the app because it looks so good now! It took a minute for me to get used to, but I love it now! I feel it syncs much faster too! Thank you for always giving us an amazing app and listening to your users! That is a sign of a great business!!.Version: 3.1.1
✓ Excellent App for Documenting you ExpensesTried numerous apps before I found MoneyWiz. I wanted an app where a can record my checking, savings, credit card and other accounts along with scheduling up coming bills and payments so I always know where I stand. You can create different categories and split transactions to show what was spent on multiple categories like groceries, clothing and sales tax. The app has great reporting capabilities and you can creat your own. I created one I call cash flow that can show me months out what my balance in my checking account will be. I have not figured out the budgeting function yet. But I really don’t have a need at this time. Highly recommend you go the premium route after you try it out for a while..Version: 3.1.4
✓ Very Hard to UseMoneyWiz 2 was efficient & useful. But we were forced to “upgrade” to version 3 which not only costs more money but is extremely hard to use & very confusing. It’s sad that an app that worked so well had to be changed for changes sake. After many of years with MoneyWiz we’re now seeking an alternative..Version: 3.8.3
✓ Great UpdateI’ve tried quite a few money apps for iPhone. This is by far and away the best. I use the sync and it helps me budget. And helps me save money which is what it’s all about. This update is amazing. A real makeover. The app now looks really slick. I love it. Probably one of my favourite apps and one of the most useful.Version: 3.1.1
✓ Suits digital nomad lifestyle to a TAfter using a Reckon software for 4 years and being frustrated by its inflexible features, I had almost given up on someone solving my personal finance tracking needs. I am on the road full time and use multiple currencies, multiple back accounts and want to carefully track my daily, weekly, monthly budgets. The tool allows that with relative ease. The customer service when I have a problem or don't know how to correctly use a feature I'd second to none..Version: 2.5.2
✓ Exactly as describedMakes it very easy to track your expenses and incomes. I recommend the subscription option. The ability to pull statements online and sync all your accounts across all your devices it outstanding..Version: 3.7.2
✓ FantasticUsed Microsoft Money for years and was a bit apprehensive using Moneywiz 3 so have been running both in tandem just in case. I have now given up on Money as this app. has everything and much more. The synchronization is instant between tablets. Took a bit of time adding everything but well worth it as it's now so fast..Version: 3.7.8
✓ An evolving modelI have tried MoneyWiz 3 after using Money wiz 2 happily for years and it is excellent. It does provide a lot more functionality . This naturally comes at a cost. I tried the months free trial and whilst I liked it I I am not really a power user and could not justify the subscription cost. I emailed the developers and they reverted me back to my old account within hours. Give it a try for a month before committing yourself..Version: 3.0.4
✓ Robust, but UI is a bit dated. No widgetsFormer paid MoneyWiz user, came back to see how development has progressed. Was surprised to see they’ve switched to a subscription model, quite an expensive one too. Secondly, it’s still too slow to input transactions on-the-go via mobile phone. There hasn’t been enough attention to mobile user UX needs. Most of my daily purchases are split across categories, grocery store, online etc.. will have groceries + pets + clothing in one receipt.. Yet there’s still no way to turn that on as my default. Lack of widgets is painful - apple have introduced amazing widget functionality over the past 2 years, this app still has Zero widget ability. That’s just a daily productivity deal-killer for me. PROS: still one of the best FX handling apps. But it’s no longer the only one.. Pros: the reports are fabulous- great for detailed analysis..Version: 3.8.6
✓ Excellent and comprehensive!I came from using Accounts for years, and due to some limitations I researched an alternative. So glad I came across this app/platform. I just bought the desktop version as well. The functionality, cross-device syncing, all amazing!! Keep the updates and features coming. I look forward to being a customer for many years to come!!.Version: 3.4.0
✓ Great finance systemI’ve been a Quicken/Mac user since the 1980’s. For the most part, the Mac desktop version is adequate. However, the mobile apps have very limited functionality, and the Quicken/Mac budgeting is terrible. These are two of many areas where MoneyWiz 3 excels. Almost everything you can do in the macOS version, you can do in the iOS versions. And the budgeting process (both macOS and iOS) isn’t just a monitoring tool, it is an excellent planning tool. I am still running in parallel, and there are things that work differently between the 2 apps, but MW3 is intuitive, well designed, stable and attractive. If I am away and I only have my iPhone or iPad with me, a can do anything I need to do on them. In fact, my iPad has become my preferred system to update and review my finances..Version: 3.6.0
✓ Comprehensive and high qualityI have used MoneyWiz since 2014 and it has allowed me to manage ten bank accounts and all of my investments very effectively. I particularly like the ability to enter and review data on iPad, iPhone or Mac and the very efficient data entry process. Reporting continues to improve..Version: 3.1.4
✓ A worthwhile financial appI’ve been a MoneyWiz 2 user for a couple of years. For the most part I’ve been quite happy. I upgraded to version 3 to support continued development. I was a bit concerned about moving all of my data via syncbits but all went smoothly. Version 3 is more capable but the basic features are all I need. It’s a good app and the support is stellar..Version: 3.3.4
✓ Outstanding supportLong time user of MoneyWiz 2 and 3. As of late the application keeps crashing when I switch away from MoneyWiz 3 to another app, and then back to MoneyWiz 3 while entering transactions. Sent crash logs to support along with a video, reinstalled the app but to no avail. After weeks of communications back and forth, I believe the issue has been resolved. A quick reset of Syncbits by support and a software update, which may or may not be related to the issue, and we’re back in business..Version: 3.8.3
✓ Really solid appSo MoneyWiz is not without it's eccentricities - ~and the UI is not sleek~ UPDATE NOV 2018 I take that back, the new interface is awesome. Now it looks as good as it is helpful! This is still a 4 star app for sure and nearly a 5. No other finance app I've seen is as good for budgets. If you want to see a graphic representation of all your budgets in a really customisable way, that rolls over budget totals from month to month, this is the app for you. I have so much more of a clear view of my spending and what I can afford now!.Version: 3.1.1
✓ Great AppHave been using g this for 6months after using YNAB for 10years. It works great, although importing my old ynab data didn’t work as well as planned, now it’s set up though it’s awesome. Well done..Version: 3.6.0
✓ Great way to keep track of your $$$$$.I’ve been a subscriber for a number of years and I won’t try anything else. The latest update looks completely different from previous versions so it took me a minute to get my bearings but now that I’ve been using it for a few months it’s very familiar. I love the new look. Also, whenever I have a question, the one-to-one support is the best of any app I’ve ever used. They get back to me in 24 hours and don’t stop the help until my question is answered. I’m a customer forever..Version: 3.2.1
✓ Excellent support and bugs quickly fixed.I'm a subscriber, and after being impressed with their new UI update for the iPad app - I also noticed a few bugs had got introduced - which is understandable after such a large overhaul of the app. I'm happy to say (and to see) that lots of updates have been pushed out since this upgrade, and the developers have quietly gone about fixing all of these bugs. Also, their support has been excellent (as usual) when I've had to contact them with problems, often responding to me on the same day, and always supplying friendly, useful advice. It's one of the reasons why I'm happy to pay a subscription for this software, as well as the fact that it works so well for me. All-in-all, I like the upgrades the new version has brought and, after a shaky start, the app & UI has slowly but surely got better and more stable with each additional update..Version: 3.2.0
✓ The Best Money Managing App!I am using this app for a long time and it makes a difference! I am better with my money, can save more and getting out of debt. All because of this app..Version: 3.5.1
✓ Fantastic app/fantastic supportI’ve been using MoneyWiz for years to keep track of expenses for tax purposes. Love it. With new iOS upgrade some down load features didn’t work. The support team worked me through a work around and within a short time had added the feature I was missing. I highly recommend this product..Version: 3.6.5
✓ Highly recommendedHaving used another programme for managing my accounts for years now I decided to move to MoneyWiz due to a major upgrade in the previous programme that lost user functionality for me. I am glad I did. MoneyWiz is a superb programme that allows me to manage all of my accounts, payments and budgeting on an individual and holistic approach. The cross platform access is particularly useful and integrates on the go access with at home user needs. Highly recommended..Version: 3.6.5
✓ Money Wiz review by MKThe program is absolutely the best program for personal and small business. It Is very reliable and logically designed. Easy and friendly to use. I have been using it for the last 3 years..Version: 3.6.5
✓ Still a Great AppBeen with MoneyWiz since version 1, and still enjoying it greatly. The new version took a bit of adjustment, but I’ve grown accustomed to it. A couple of quirks that make this more of a 4.5 for me (I rounded up): I agree with a few other people on the sorting - when moving something out of pending, I want my view to stay up top with the other pending items, since I’m usually balancing those when I mark something as cleared. Even if I could just turn off the sorting option when clearing I would be content. I also spent a few days entering all my new transactions as recurring without realizing it. I now check each time to make sure I’m in the right screen. The + sign in the upper right of the iPhone accounts screen would work better as a new transaction button. One suggestion: if this could automatically populate Apple Pay receipts when I hit new transaction, that would be spectacular (and I would start using Apple Pay constantly rather than just sometimes)..Version: 3.4.1
✓ Happy! Concerned, then thank full !!!I used a reliable but far less advanced finance App. After reviewing and trying this App for about a month now, I have to say I’m impressed hand happy with the performance, reliability and extremely useful reports, budgeting and bill tracking. I would love to see a “project” category. This App crashed and “I lost all my data”, but I’m very thankful to the App team developers who helped me recover all my data in just 2 days. The desktop app is just like the one on my iPhone, so the learning curve is easier, simple and the App is still impressing me..Version: 3.1.1
✓ Streamlined our personal finance accountingThe combination of bank feed, auto categorisation (even if it only works about half time) and cloud-based sync to all our iOS devices has dramatically reduced the amount of time and improved convenience over our previous Quicken solution. Some of the accounting concepts are unusual (I will never understand why I can't just use a negative sign to reverse an income or expense amount), but I can get the information that I need easily..Version: 2.5.12
✓ My most loved appOf all my apps, this one provides the best of the functionality that I need. I had been a Quicken user for many years. Now I hardly ever start up my laptop. This does everything I needed from Quicken. I’ve also been very happy with their support team. I’ve gotten the answers I needed in a very timely manner..Version: 3.1.0
✓ A positive upgradeI have been using various versions of MW over the years following the demise of Microsoft Money on my laptop. I love the ability of being able to keep track of my accounts across my iPad and iPhone. Whilst the latest migration to MW3 (non premium) had a few glitches, the support team, as they have been over the years, were brilliant. Would have given 5 stars if not for the glitches and perhaps I just need to be realistic that there will always be the odd bump in the road..Version: 3.4.1
✓ Love the syncing- saves so much timeI have been using MoneyWiz for a couple of years and upgraded to Premium recently. So happy with the support on changing over. Means I can ditch Windows and do everything on Apple..Version: 2.5.12
✓ Best financial tracking app I’ve ever usedFor years I looked for a replacement for Quicken and QuickBooks because (1) I didn’t trust Intuit with my data, (2) I was looking for an app that supported peer to peer syncing between my devices so that I could always rely on having all my account information with me and the ability to enter new transactions anytime, and (3) I wanted something that could track my US and UK accounts equally as well (plus travel to Sweden, France and Spain too so lots of foreign translations) with currency conversion built in. I found this and more. The app is incredibly polished and easy to use. It’s literally my favorite app! The team at MoneyWiz are incredibly responsive answering all my questions so far within a couple hours..Version: 3.6.3
✓ A pretty good attemptI’ve been searching for an app to replace Pocket Money, which sadly faltered after its creator passed away. This is a pretty good attempt. I really like the ability to schedule transactions and do forecasts; once you get all your regular direct debits and standing orders in place it’s easy to see how much you are going to have left before pay day. The one function that Pocket Money had that I miss is the ability to put both income and expenses in the same transaction. So when I get paid I need a separate one with all my tax and NI and other bits which get deducted at source. This is a bit messy for me as it makes my accounts look like they’ve received the money when they haven’t. Yes, I could just do the net amount but I like to keep track of the deductions. Have to say customer service is great. I identified an issue with a function and after explaining in several emails they fixed it in the latest release..Version: 3.5.1
✓ No longer the bestSix months ago I would have recommended this app without hesitation. However, something went wrong and despite many emails claiming that it will be fixed by the end of the week, month or other determinate period nothing happens. As I said at the beginning of my review it used to be good and now it isn’t. It is a particular problem for us as we had come to rely totally on this soft ware. SUCH A SHAME, YET AGAIN WE SEE A GOOD APP GO BAD. Very sad..Version: 3.6.3
✓ Very useful AppI have used MoneyWiz for several years now and have just upgraded to version 3. On the whole I like the new look but there are a couple of things I don't like. 1. In scheduled transactions I preferred the way version 2 had the calendar and transactions on the same page and find the way these are now split onto multiple pages less clear. I do like the forecast in the accounts though. 2. The balance at the top of an account includes cleared and pending transactions unless you hide the pending transactions completely. I would prefer to see the transactions but toggle the balance..Version: 3.5.8
✓ Great but could used a few tweaks.The biggest gripe I have is that the budgets won’t accept minus amounts. I’d like to be able to have it track expenses AND income in the budget area but it can’t. Hopefully they’ll add this feature in the future and I’ll up my rating to 5 stars. Everything else works wonderfully..Version: 3.0.4
✓ Excellent AppI’ve used Moneywiz for several years and recently updated to the latest version. The app is easy to use, enables me to manage my finances with ease and syncs nicely across multiple devices. I find the reports really useful, these allow me to forecast my finances months in advance, ensuring no surprises. I would recommend this app to everyone, I certainly couldn’t manage without it. I would also like to praise the developers, who are always quick to answer questions and help when needed..Version: 3.4.0
✓ Trust earned from day 1.Being a user since they first launched years ago, I can say nothing but top notch dedicated developers that deeply cares about their customers. Whenever I had an bug or issue, a simple email gets speedy and personal responses. Them still working hard at it throughout its ups and downs for this long shows how they’re passionately in the game for the long haul. The app has all the features one would ever want for a budgeting app that caters to every nuanced preferences of every user, and the list is definitely long. Syncing is robust, and user interface is clean and easy to understand. They care so much for customers that they even offer both standard 1-time purchase as well as monthly subscription options..Version: 3.4.1
✓ MoneyWizA good solid program for running home accounts or business and alternative to Microsoft money plus every couple of months some new features are added Does online accounts as well.Version: 3.4.1
✓ Still the best personal finance app...butI am not crazy about the new mobile app layout but I still love it on my PC. Since I use my PC to balance my accounts I can live with the new layout. This is the best app I have found for keeping track of all my finances in one place. MoneyWiz is very easy to use. I can even quickly enter a transaction on my Apple Watch to keep my accounts up to date. I love that I can schedule my bills to auto pay for the ones that are paid through automatic withdrawal. I also love that all my devices sync so my husband can check our finances at any time. There isn’t a better support team! They always respond in a timely manner and work hard to resolve any issues..Version: 3.2.1
✓ ElizabethFantastic program. Having worked as a book keeper for many years, I like my personal finances organised like my work finances. Money Wiz gives me insight into my finances and the flexibility of multiple report templates with easy customisation. Highly recommended..Version: 3.6.1
✓ Good app for tracking finances***This is an edited version of my original review where I asked for a way to enable a simplified transaction layout. It turns out there is an option to enable a simplified layout in Settings > Transaction Layout.*** My wife and I have used MoneyWiz for quite some time. Syncing works well and allows us to easily keep tabs of joint accounts on multiple devices. Syncing does require a subscription, but the cost is very reasonable given the the rock solid reliability. The interface on the new version has seen some welcome improvements and improves readability and usability. This is a well executed and reliable app for tracking finances. Highly recommended..Version: 3.1.1
✓ I bought 2 do I need to pay for 3?Should I to pay again? Thx.Version: 3.7.2
✓ One of my oldest appsJust upgraded from MoneyWiz 2! Still a great app!! Not a fan of subscriptions at all, glad I could buy this as a one off!! Hopefully that will always be an option!!.Version: 3.8.2
✓ Excellent app for managing personal financesI've been using Moneywiz 3 for a couple of months now — mostly the macOS version. Before that I used Moneywell but support seems to have dried up there and lack of sync to an iOS version had become a bit of a pain. Moneywiz syncs perfectly through iCloud for me. Tech Support seems very helpful and prepared to get involved with non-trivial issues..Version: 3.1.5
✓ Well...UPDATE: They did respond to my emails and were great helping me! Thank you! I liked using this app! It was great until I decided to purchase the month to month subscription. Soon after I did the system logged me off and I couldn’t log back in. I kept getting “invalid credentials” and when I tried to reset the password I got “you entered the wrong information.” Mind you all the information was correct! I tried contacting the developers and no answer. I’d really like my $4.99 back. I realized that using it without a subscription was better..Version: 3.7.5
✓ Time SaverI’ve been using MoneyWiz for a few years now. 1. Syncs with our banks & credit cards. 2. Syncs with both of our phones so each of us knows what our balance is. 3. Syncs with the iPad, Laptop, iMac as well, so regardless of device being used, you can look up information. 4. Updates our stock prices. Weaknesses: 1. Mortgage “module” isn’t flexible enough, so I’m unable to use it for any of our properties. 2. My credit card company recently stopped allowing the intermediary, SaltEdge, to sync information, so now I have to manually enter that information. I find the support Team to be excellent and responsive. They are continuing to make the product better..Version: 3.5.1
✓ One of a KindI have been a MoneyWiz user since 2012. I recently upgraded from MoneyWiz 2 to MoneyWiz 3. Amazing! This app is fully featured across all platforms (i.e. does not require the use of a computer) with features to delight the basic to most advanced users. It is also backed by a fantastic support team. If you are looking for a powerful way to take control of your finances, look no further!.Version: 3.2.1
✓ GreatI’ve tried several finance apps and this is by far the best. Some of those apps had a few good things each about them but this app has it all. The layout is fantastic, easy to use, customizable categories, budgets, accounts. It can be easy and basic or it can be super in depth and customized. Online bank syncing works way better than all the others. Really prompt costumer service. This sounds like an ad but I’m just very impressed with it..Version: 3.6.1
✓ Very powerfulI simply love this product! As easy to use as MS Money, with the power of connecting and to all your Apple devices so your are always in sync with your finances. A must for anyone who wants to understand money and plan for the future..Version: 3.2.0
✓ Vraiment facile à utiliser!J’aime beaucoup MoneyWiz pour sa facilité d’utilisation et la possibilité de choisir différents langues. Lorsque nous avons besoin de renseignements, la réponse est rapide et complète. Recommande pour sa comptabilité personnelle!.Version: 3.3.4
✓ Works perfectly for my needsI used a different app for a few years. It was easy and it allowed me and my wife to sync transactions. For us, syncing transactions is mandatory. My wife, a finance executive, has explicit requirements for money tracking software. I almost started writing our own app to meet her needs when she found MoneyWiz. Good: - Syncing transactions works great. - I like that it recognizes the amount field and shows a number pad. - When you enter the payee the keyboard enter key becomes ‘next’, another excellent feature when I noticed. OK: - The interface is not quite what I expect on an Apple device, but it is functional. Recommendations: - Move the ok/checkbox to a lower corner rather than upper right. - When in the payee field, keep the next button above the keyboard like when entering the amount OR - When in the Amount field place a next button below backspace. - When you press next to the category, use autocomplete rather than immediately going to the list view. If I want the full list, I will press the > otherwise I like to see the transaction to decide where it should go..Version: 2.7.6
✓ Getting confused!Hi - I’ve been with money wiz from the start, since when it was free! I’ve supported them as the prices go up and up - but now it’s getting confusing! I’ve just been contacted by my bank as I was charged £39:99 by a company called FastSRPing - which my back recognised as fraudulent - and they blocked my Credit Card. After an hour of calls to sort out I saw an email from MoneyWiz saying they had changed me £39:99 from a 3rd party company???? Why are you not telling people this will happen and why are you using a company recognised by banks as fraudulent? If I had been informed before the money was taken would have saved me a lot of stress and hassle! Secondly I’m getting emails with the MoneyWiz 2020 logo? I’m on v3... should I now be in the new product?? Didn’t even know about it until I got the email! Disgruntled long time user..Version: 3.7.9
✓ I give MoneyWiz 👍🏼👍🏼I’ve found the MoneyWiz App by far superior to their leading competitors. Quick-fast transaction navigation, easy pairing with other devices. If you experience an issue, tech support response are within minutes. Not 24 to 48 hours like some competitors. That said, I’m patiently waiting for your check printing edition..Version: 3.7.9
✓ Net Worth Forecast is not working correctlyThis is an excellent App. I have found a bug though. When I run a Net Worth projecto report it only picks up some transactions. Misses lots.Version: 2.3.2
✓ Great App, it just worksBeen using MoneyWiz for more than 3 years. It just works for me. Support (rarely needed) is prompt and of high quality..Version: 3.4.0
✓ Great app and supportFor the most part I like the changes from MoneyWiz 2. However, in the checking register I don’t feel like each transaction put on a separate bubble with wasted space between on the iPhone. Was just fine in MoneyWiz 2 and took up less screen space. This is not an issue on iPad or Mac in 3. MoneyWiz 3 seems to fix some of my reports where the graphics just did not quite look right. They seem to fix this and now the plants look more reasonable. It’s as if some accounts weren’t being added in before. Also colors are ok eye candy but can be distracting. Icons should be made as small as possible, especially on the phone. That’s it. Best choice out there is so would buy again and their support is phenomenal..Version: 3.4.1
✓ Fantastic upgrade to MoneyWiz 3Having been a user of Moneywiz 2 for the past couple of years (previously used Microsoft Money) I was keen to upgrade to the latest version. I am not disappointed, this is definitely one of my favourite apps on my iPhone and iPad..Version: 3.3.3
✓ Great product with outstanding customer serviceI’ve been a MoneyWiz user for about 5 years and have always been impressed by the quality of the product, frequent feature additions, communication from the development team and customer service. Very often a response will come within an hour or two and unlike many other products, they are highly skilled and usually able to solve problems quickly..Version: 3.5.2
✓ AmaZing appLove it.Version: 3.5.8
✓ Great Banking app for computer and on the goI love this app. It’s great app for managing your money at home on the computer and on the go. I love that all features are available on the mobile app unlike other banking apps I’ve tried. Also love the new layout not hard to catch on to the changes. Keep up the good work. Great tech support too!!.Version: 3.1.1
✓ FantasticI think MoneyWiz is far and away the best banking and finance app. I've been using it for years and, unlike some apps, the updates only ever make it better. Best of all, when there are issues the customer service is amazing - much the best I have ever encountered. Swift responses and tireless efforts to resolve an issue..Version: 3.8.1
✓ 🔥🔥🔥🔥Fire app, fam..Version: 2.6.3
✓ Personal FinanceGood piece of kit once you get used to it. Used it for nearly three years. My only issue is the reconciliation system does not follow through from previous reconciliations. All you need to do is input a start and end figure from a statement. Doesn’t retain the end figure from previous statements. Other than that it works for me. One year on and absolutely signed up to it. Quite happy to pay the annual subscription. Support is excellent and issues resolved with expediency..Version: 3.2.1
✓ Solid app, excellent supportLove the app (I also use the macOS desktop version). Love the ease of use and the features in the premium subscription service. Tried other other personal finance software, and MoneyWiz is by far the best. The sync between devices is seamless. I’d love to see some cosmetic changes (such as color-coding, improved icon library, and easier transaction splitting) but completely satisfied with the core software. MoneyWiz is not immune to occasional minor issues, but those have been cleared up by their dedicated support people. The most frequent cause of issues is out of MoneyWiz’s control: the online banking sync services Yodlee and Salt Edge. But MoneyWiz handles dealing with them, so as a MoneyWiz customer, I only have to talk to MoneyWiz..Version: 3.5.2
✓ Works great!!Had a little trouble adding one account, but figured it out fairly easily. Wanted to ditch Quicken and go completely mobile on iPad/iPhone. Tried Mint first and hated it! This app works great once you play with it and learn how it does things. The latest update made it even better and more user friendly!!.Version: 3.1.0
✓ Brilliant - Love it!!I’ve been searching for an App to do this for a long time. This app is perfect for keeping household spending and budgeting under control. I’ve also purchased the subscription so that I can use the app an my phone and it will sync to all my devices which is great for ‘on the go’ use. I’ve had one or two very minor issues, as I was getting used to it- but the support team are very quick to respond, very knowledgeable and have very quickly resolved my queries. I literally cannot find fault with this App - 10/10 MoneyWiz!!.Version: 3.4.1
✓ One of the best appsI have had money wiz for years. Have tried other apps to keep track of my money. Being an accountant this is the best app that I have used. Plus the support people will get back to you in the same day. I have not seen that much with other apps. If keeping track of your money, checking balance and budget this is the app you must have..Version: 3.5.1
✓ Excellent app, amazing supportI have been using MoneyWiz3 for 6 months - moving from the Australian version of Quicken. Excellent functionality across 3 apple devices, including online connection to transaction accounts. Smart categorization ( it learns). Still lots of functionality to explore. I have used their support twice and amazing response. Acknowledge the issue, advice on what infor they need, and the issue is turned around promptly. Which make me think they are serious and will continue to develop and support the product..Version: 3.5.1
✓ Great financial appLove this app especially with the latest update. Excellent customer service support. Developers work hard to get this app better. A few places that it could improve but all in all, it’s a great financial app..Version: 3.1.0
✓ Horribly ConfusingWhat happen to the best checkbook and business checkbook app I’ve ever used? The latest update is terrible, it’s hard to navigate with the overly large fonts and clunky way the registers are setup up are a nightmare to navigate. It literally took me two hours to balance my checkbook because I couldn’t figure out what I was even looking at. It’s almost impossible to navigate back and fourth to each of my accounts, the colors also don’t help and you can’t even tell what’s posted verse pending. Turn down the colors take it back to a checkbook register not a arcade game, and make the font not so big, and either make the category avatars smaller or go away, then you might have something. I don’t want to switch but I may have to. *update* While their customer service is phenomenal the app is still lacking but it’s getting there. After the initial shock of the massive change that left allot to be desired but it’s wearing on me, the only massive issue left that I find extremely annoying is when you clear a charge it drops you down to the clear section. It needs to stay up top with your pending charges, she. Your done you can scroll down, Fix that and things will be looking up. Keep up the good work guys..Version: 3.2.0
✓ Best Money App EverI have used Money Wiz 1, Money Wiz 2 and Money Wiz 3 over the years and I could not recommend it higher. It is so easy to use and is a lifesaver for me. I have recommended Money Wiz to so many friends and family members and I have seen this app transform their lives and help them on the way to financial freedom..Version: 3.7.9
✓ Sargent sausages says oh yeah !Good app I have synced between computer and phone. It’s better than me using excel spreadsheet like it’s the 90’s.Version: 3.5.1
✓ Minor Learning Curves With Update But Exceptional Customer ServiceI actually preferred their old version, but appreciate the addition of SyncBits. I’ve had a few minor issues during my learning curve, but the folks at MoneyWiz promptly responded to my assistance requests, and led me through the issue. They have by far the best customer service of any app I have. I was using the Mac OS version last night and it was fantastic compared to the iPhone version. I especially liked that in the Mac version, under Scheduled and Calendar, if I touched a day with a transaction, those transactions appeared. That ability is absent in the iPhone version and results in time being wasted tracking down those transactions. Great app, and I enjoy using it..Version: 3.2.1
✓ Just what I was looking for!!My wife and I have used Mint for years but it was never the right fit. Mint can’t do multiple currencies which is an essential for us since we have a Canadian bank account and a US account. And, to be honest, I’ve always hated the UI of Mint. It’s drab and jumbled to me. MoneyWiz is just what I was looking for! Beautiful UI, easy to understand, and all the tools that I need right at my fingertips. The UI is customizable so that you can set it up to what suits your needs. I’ve had a few questions while getting used to the app and customer service has been great every time. Long and short of this review is that if you’ve had trouble with other financial/ budgeting apps you should give MoneyWiz a try. I find it more usable than some of the most popular financial apps out there. The developers should be very proud!.Version: 3.8.5
✓ Great AppMy only problem with it being that when the program asked for a response to something I have the option boxes are empty and it it would be pure guesswork on my part to pick an empty box and lose everything in the process. Other than that semi-minor detail it ticks all the boxes for me..Version: 3.6.0
✓ Nice new UI, overall really good app, still missing OpenBankingReally good app. Let’s me keep track of most of my accounts in a comfortable way, plan effectively, see how much money should be left on accounts, see all transactions in one place and much more. Overall I really love it. Remaining big issue is lack of support for Open Banking. They had a lot of time to do that but it doesn’t look like they are interested. I’m sure MW will remain good option for people outside EU and not using scheduled transactions but at that point, paying for it stops making sense..Version: 3.1.5
✓ It’s probably best but not yet totally perfectI’ve been using MoneyWiz since 2013 and recently upgraded to MoneyWiz 3 to link to my bank accounts. It does all I need it for, including meeting my relatively simple business bookkeeping requirements. It does not however link to all bank accounts I have, which may be more to do with the banks than Moneywiz. For this reason 4 stars. When I’ve had problems linking their support and responses have been first rate. I have recommended it to friends and family and they have not been disappointed. It’s very good value for money for what it does..Version: 3.4.1
✓ Great Money AppThe best money tracking app that I have tried in the App Store.Version: 3.4.1
✓ New ratingSo, before I gave this app an okay review but now I wanted to give this app a million stars. If I didn't have this app, I would be completely broke and probably homeless because I'm awful at budgeting. They just updated their app and it's by far the best app I have ever used. I have used other apps before but nothing compares. BTW, just in case your wondering, yes, it is definitely worth it to go premium.Version: 3.1.0
✓ Excellent SupportAfter migrating to MoneyWiz due to the developers of my previously used application (Banktivity) not taking Open Banking changes seriously, I’ve absolutely no regrets. While there may be a couple of rough edges to the app (it’s not really got the UI/UX polish of an iOS focused app, and there are some minor issues with payee management), the support is exceptional. Looking forward to seeing how the app improves in the future..Version: 3.6.1
✓ Excellent Finance AppI had been looking for a Finance app to replace the old Microsoft Money program on my computer. I eventually tried Moneywiz and haven't looked back. Part of the attraction is the ease of use and the syncing between iPhone and iPad. The other attraction is the obvious enthusiasm and dedication of the developers. As I use it to record all my financial transactions I want to feel that it will develop and be around in years to come and, that is how I feel with this product. I subscribe to the Premium version as I believe by doing this I can support and encourage the developers and the future of the product. I reconcile accounts manually although I understand it can be done electronically. Entering transactions is easy and it is great to be able to enter them as they happen into my iPhone rather than saving up bits of paper to input using a computer. Reporting functionality is useful and it is easy to search for a particular historical transaction. I thoroughly recommend this app. Support is very good so when setting up or amending the chart of accounts and categories at the start, look at the comments on the website then ask questions..Version: 3.1.1
✓ Great App...could use a few improvementsThis is really a great app and worth the annual fee, really good details and reports. I love it. The biggest improvement I wish they could fix is the automatic categorizing for repeat transactions. For instance, WalMart, my app, after more than a year of use should be able to know that WalMart transactions is not in the category of debt payment, or taxes, or electric bill. My internet company, RTC, should know that this is a internet bill by now, not grocery or eating out. If these could be learned, and automatically categorize into the most recently used category this app would be 💯.Version: 3.7.4
😕 MoneyWiz 3 - Personal Finance Negative Reviews
