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MoneyWiz 2023

Stay on top of your finances

The road to your financial goals starts with tracking and planning. MoneyWiz 2023 helps you log your income and expenses, create budgets, and stay on top of your bills. Try it if your current finance app doesn’t feel powerful enough.

Bring all your accounts together

Bank accounts, cash, loans, investments, crypto — MoneyWiz makes it easy to track everything in one place. The app’s robust bank sync means you don’t have to log everything manually.



Click the plus button under the account list and pick one of the options. You can connect to your bank, add an account manually, or export data from your previous finance app. 

Plan budgets for anything

Stay in control of your finances by creating both income and expense budgets. MoneyWiz 2023 automatically adds transactions based on the categories and tags you specify. The app notifies you once you’re low on a certain budget or exceed it.



To add a budget, go to the Budgets tab and click the plus button. Choose between the expense and income budget and fill out all the details. Keep it as simple or as comprehensive as you wish.

Know what to expect

Don’t let bills and subscriptions catch you by surprise. The calendar in MoneyWiz 2023 shows you exactly what to expect and when. Now you’ll always know how much money you’ll have after paying the bills.



For the calendar, jump to the Scheduled tab. Add your recurring expenses and incomes using the plus button. Now, you can click on any future date and see how much money you’ll have.

Analyze your money

Unlike many other apps, MoneyWiz 2023 lets you dive really deep into analyzing your finances. There are 30+ reports, each with its own customization options.



Go to the Reports tab and find the one that fits your needs. You can save favorite reports and organize them into groups to keep important data at hand.

Hope this how-to will help you solve tasks faster, and enjoy solving them, too! Check out more how-tos picked for you below.

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