MoneyWiz 2 - Personal Finance Manager

Price : $4.99

Description

Simplify your financial life with MoneyWiz.
Have all your accounts, budgets and bills in one place! With powerful reports, worldwide online banking and instant sync between all your devices! That’s MoneyWiz - the world’s most powerful and beautiful finance software.


MoneyWiz has been featured by Forbes, MacWorld, The Telegraph, The Independent, Mashable, TUAW, Cult of Mac and more.


HOW CAN MONEYWIZ HELP YOU?

● ALL IN ONE PLACE : Have all your finance data in one place, for a unique overview and easy management!

● GET OUT OF DEBT : We’ve built MoneyWiz in a way that makes it easy to see the complete picture of your finances, yet be able to narrow down where they can be optimized so you can get out of your debt!

● NEVER FORGET A BILL AGAIN : Forgetting to pay a bill can cost you. MoneyWiz will make sure that never happens again. Set up all your bills to get reminders and forecasting.

● PROPER FORECASTING : Have you wondered how much more you have to pay until the next paycheck, or which accounts may not have sufficient funds for your bills? MoneyWiz will tell you with a tap of a button!



FEATURES HIGHLIGHT

● ACCOUNTS: Have all your accounts in one place. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Choose from variety of accounts: Credit Card, Checking, Savings, Loan, Cash, Investment/Brokerage or Online Banking.

● BUDGETS: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Envelope budgeting is also available.

● BILLS: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap.

● WORLDWIDE ONLINE BANKING: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. MoneyWiz will even set the proper payee! (* optional service, requires subscription)

● TRANSACTIONS ENTRY: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. It makes transaction entry as fast as it can be!

● REPORTS: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money.

● DASHBOARD: The dashboard is the one place to get a quick overview of your finances. Fill it with multiple widgets which you can re-arrange and configure. See everything important in one screen.

● SETTINGS: Configure MoneyWiz to fit your needs. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more.

● PROTECTION: Protect your data with PIN. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. iOS version also offers TouchID integration for devices that support it.

● SYNC: Connect multiple devices with SYNCbits – the cloud sync that does everything automatically – from sync, to conflicts resolution. SYNCbits has banks level security and it’s completely free!

● IMPORT: Coming from another software? MoneyWiz can import it! Be it a CSV, QIF, OFX, QFX or MT940 file, MoneyWiz can handle it all.


SUBSCRIPTION & PRIVACY NOTICE

To connect to your bank, MoneyWiz requires the in-app Online Banking paid subscription. The subscription costs $4.99 per month, or $49.99 per year.
Your MoneyWiz Online Banking subscription 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 Service:
https://wiz.money/support/terms-of-service/

( More... )
MoneyWiz 2 - Personal Finance Manager

Price : $4.99

Infomation
Category:
Finance
Seller:
English, Bulgarian, Catalan, Czech, Dutch, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese,
Version:
2.6.0
Released:
2017-06-28
Shared:
2017-06-28
Size:
84.3 MB
Download:
36794
Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

What's New

The long awaited Investment Accounts are finally here! Thank you all for your feedback and patience. Let us tell you more about this update...

INVESTMENT ACCOUNTS
• If you want to connect your financial institution to MoneyWiz, so that MoneyWiz would download all existing holdings & trades as well as new trades, please do so by adding an Online Banking account and then search for your financial institution. Even if it didn't show up previously it now may appear in search results as we've added support for over 3,700 Investment Accounts institutions.
• If you want to manually manage your investment account and enter trades manually, just add a new Investment Account.
• MoneyWiz will automatically refresh your holdings values once per hour
• MoneyWiz can handle buy/sell/short/cover. You can also add expenses/incomes/transfers to investment accounts. If you're connected via Online Banking, MoneyWiz will automatically handle all transaction/trade types.
• Support for stocks, bonds, options, ETFs, precious metals and every other tradable commodity.
• Support for most stock markets in the world - just make sure to enter the proper holding symbol/ticker and MoneyWiz will handle it.
• Investment Accounts also introduce a brand new transaction view in MoneyWiz where you have a chart on top and a table below it. You can switch the table to show either trades (transactions) or holdings.
• MoneyWiz can handle all types of Investment/Brokerage accounts, including retirement accounts (IRA, 401k etc), self managed accounts etc.

WHAT ELSE?
• Newly downloaded transactions from Online Banking will now be marked with a "new" text in their transaction status flag (the red/green flag on the left hand side, that indicates whether the transaction is cleared or pending)
• Bug fixes, stability improvements, security improvements

IMPORTANT
Since Investment Accounts introduce a new database structure, you need to update MoneyWiz to version 2.6 on all your devices for SYNCbits to continue to work.

WHAT'S NEXT
Please share your thoughts about investment accounts. If you experience any issues, also let us know. The best way to reach us is at hello@wiz.money
Over the next couple of months we'll be releasing multiple updates with more bug fixes and stability improvements.

Thank you!

- Team MoneyWiz

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