MoneyWiz

Name: MoneyWiz
Price: 9.99 USD
Rating: 87 (194 reviews)

via Setapp

Plan budget and organize bills

This app + 230 others in one suite.

Free for 7 days, then $9.99/month.

MoneyWiz

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Your app will arrive with Setapp, a suite of apps for solving everyday tasks on Mac and iPhone.
Explore for 7 days free, then $9.99/mo.

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MoneyWiz via Setapp

Plan budget and organize bills

See all your banking accounts, credit cards, cash, investments and crypto currencies in one place. Sync with banks and exchanges.

Browse, search, filter and reconcile transactions by account, group or all accounts. Enter transactions manually, import from bank statements or auto sync with Online Banking.

Learn more about your money with 50 reports and forecasts. Export to CSV & PDF and print any report.

Automatically sync all your data between all your devices. + over 400 features (multi-currency support, custom categories, tags and more)

MoneyWiz is one of the best budget apps. It’s not just a bill organizer, but a robust personal finance software. Track everything from accounts and groceries to rents and loans. Reports in MoneyWiz sync instantly across all your devices and worldwide online banking allows for a quick check of your stats. MoneyWiz is a simple and extremely well-designed budget software.

version 3.8.10

macOS 10.13 required

MoneyWiz features

Bill reminder

Being an independent adult means you have to deal with your bills. That is never fun. But MoneyWiz can help you with the scariest part: missing a bill. You can schedule every payment and see timely alerts about each right when you need it. Paying bills will never feel overwhelming again.

Budget planner

Budget planning feels better with automations. Set up any number of budgets for anything you have planned and MoneyWiz will monitor your spendings. It will assign each transaction to the right budget on your list. No more digging through your checks to figure out what’s what.

Spending forecasts

Need to know how much will you spend this month? How much disposable money will you have for a summer vacation? Do all your accounts have sufficient amounts to pay your bills? MoneyWiz can easily answer any of these questions. Plan all your spendings and feel confident at all times.

Bill payment organizer

The trouble with bills and other due payments is that they are too many. You have to keep in mind every monthly, weekly, and yearly item. That’s fairly impossible if you don’t have a bill organizer to stack all of them together in one list. In MoneyWiz you can view all your payments in a calendar, just a click away.

Banking software

If your bank uses at least some kind of online banking system, you can join it with MoneyWiz and every transaction will be displayed in the app as soon as it happens. Using a personal finance app for banking is a major time saver, especially when you can draw reports directly from your accounts.

Easy entry

Keeping track of transactions is also quite simple. All the entry fields can be quickly customized and adjusted to your needs. There is a single gesture to save a new transaction. All this makes transaction entry as fast as it can be, leaving you no excuse to skip it “because it takes too much time”.

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