MoneyWiz 2026

Name: MoneyWiz 2026
Rating: 81 (491 reviews)

Budget and manage bills

Platform

Mac, iOS

macOS

14.0 or later

Size

147.4 MB

Version

2026.28.3

Languages

English, German, Chinese... (22)

Overview

Make your personal money management easy with MoneyWiz 2026. This helper app makes it easy to track your spending and income, create budgets, and stay on top of your bills. The app allows you to take a deep dive into the way you manage your money, track your accounts and payments, and helps analyze your finances with handy reports.

Log spending and income
Create and manage budgets
Track past and upcoming bills
Analyze trends with 30+ report types

MoneyWiz 2026 features

Manage your budget

Log your spending into MoneyWiz 2026 and track your net worth, balances, and transactions. Create income or expense-based budgets to help plan and manage your finances. Move money between budgets for easy adjustments, view budget progress, and more.

Track bills

Keep track of your recurring expenses and make forecasts of future spending with dedicated tools in MoneyWiz 2026. Browse your past bills or click on a date in the future to get an instant forecast.

View spending reports

Tracking your income and spending for effective budgeting only truly works if you regularly take a look back at your results. MoneyWiz 2026 offers more than 30 types of reports for you to analyze your finances. Study them on your own or export as CSV or PDF to discuss with your financial advisor, accountant, or partner.

Import data

If you’ve been tracking your finances with other tools or want to add information from your banking app, import the data into MoneyWiz 2026 from these formats: CSV, QIF, OFX, QFX, MT940. The app will skip duplicates and try to automatically link categories and payees.

Customize your input

Customize MoneyWiz 2026 to your needs to skip fields you don’t want to input data in and view just the essentials of your transactions. Use the app’s extensive customization options to get the best money tracking experience for your personal finance needs!

Ratings and reviews

81%

491 user ratings

Jack Horner
Jun 2, 2026
Initially it worked fine - now i repeatedly have to reconnect my bank feeds, and even after sync’ing it shows the wrong amounts.
Callum
May 4, 2026
Can’t login on macOS Tahoe 26.4.1, returns a generic error message: “This account has been locked for security reasons.” Immediately checked on another device, my account is not locked. Login works fine on iOS devices with Face ID, no idea why the app can’t use Touch ID on a Macbook.
Andrew White
Apr 8, 2026
I stopped using this app because major actions like adding an account, importing a CSV, or similar would require me to quit the app and restart it before the changes would show up.
Grzegorz
Apr 4, 2026
The way this app requires users to log in to iCloud and enter their password makes it unsuitable for serious use! Not only does it store sensitive data, but it also requires users to enter their iCloud password at a time when secure login methods that don’t require password disclosure have been available for years. It’s practically a phishing scam.