MoneyWiz 2 - Personal Finance
with cross-platform sync
$19.99
2.9.4for iPhone
Age Rating
MoneyWiz 2 - Personal Finance Screenshots
About MoneyWiz 2 - Personal Finance
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, Investment/Brokerage, Cash 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/
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, Investment/Brokerage, Cash 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/
Show More
What's New in the Latest Version 2.9.4
Last updated on Jun 18, 2019
Old Versions
* Bug fixes
Show More
Version History
2.9.4
Jun 18, 2019
* Bug fixes
2.9.3
Mar 26, 2019
Bug fixes
2.9.2
Mar 11, 2019
With this update we're fixing over 50 bugs reported in the past few months.
Also, MoneyWiz 3 is now available with lots of new features and new design (both Premium & Standard). Please visit our website https://wiz.money for more information on how to migrate to MoneyWiz 3. We'll continue supporting MoneyWiz 2 though, so there is no obligation to upgrade.
Also, MoneyWiz 3 is now available with lots of new features and new design (both Premium & Standard). Please visit our website https://wiz.money for more information on how to migrate to MoneyWiz 3. We'll continue supporting MoneyWiz 2 though, so there is no obligation to upgrade.
2.9.1
Dec 18, 2018
Minor bug fixes
2.9.0
Dec 15, 2018
- fixed issue with saving stock price in OB accounts when stock price is not available on Yahoo
- fixed issue where converting transaction to transfer changes the amount
- changed the number of decimals for these currencies: AFN, BYR, LAK, MZN, TJS, TMT, UGX and VND
- fixed crash on SYNCbits sign up just after confirming the privacy policy
- solved bug with missing currency on report chart info popup
- solved issue with stock prices in ZAc (1/100 of ZAR) currency
- added search field in Generate report screen for the Categories field
- solved bug on Mac where it doesn't work well with Mojave Dark mode
- fixed UI issue with updating the balance on Mac
- fixed issue where converting transaction to transfer changes the amount
- changed the number of decimals for these currencies: AFN, BYR, LAK, MZN, TJS, TMT, UGX and VND
- fixed crash on SYNCbits sign up just after confirming the privacy policy
- solved bug with missing currency on report chart info popup
- solved issue with stock prices in ZAc (1/100 of ZAR) currency
- added search field in Generate report screen for the Categories field
- solved bug on Mac where it doesn't work well with Mojave Dark mode
- fixed UI issue with updating the balance on Mac
2.8.1
Jun 30, 2018
- fixed issue with reconciled column in table view being disabled by default
- fixed issue where pressing space while searching categories, payees or tags inserts 2 spaces
- handling for SaltEdge transactions in currency different than the account's currency
- fixed issue where pressing space while searching categories, payees or tags inserts 2 spaces
- handling for SaltEdge transactions in currency different than the account's currency
2.8.0
Jun 21, 2018
* Bug fixes & stability improvements
* GDPR compliance
* New icon so that the macOS icon of MoneyWiz is the same as the iOS icon, for easier distinguishing between MoneyWiz 2 and MoneyWiz 3 across all platforms
MoneyWiz 3 for Premium subscribers is now released. If you want to migrate to MoneyWiz 3 and take advantage of the latest features, check it out on our website at https://wiz.money
* GDPR compliance
* New icon so that the macOS icon of MoneyWiz is the same as the iOS icon, for easier distinguishing between MoneyWiz 2 and MoneyWiz 3 across all platforms
MoneyWiz 3 for Premium subscribers is now released. If you want to migrate to MoneyWiz 3 and take advantage of the latest features, check it out on our website at https://wiz.money
2.7.6
Jan 24, 2018
Bug fixes
2.7.5
Jan 19, 2018
- fixed a number of crashes
- fixed german localization
- fixed issue with duplicated last month on bar chart reports
- fixed german localization
- fixed issue with duplicated last month on bar chart reports
2.7.1
Dec 15, 2017
* Fixed several crashes
* Fixed issue with disconnecting OB account on Mac
* Improved duplicates recognition with SaltEdge transactions
* Fixed crash on Mac 10.8.5
* Fixed issue with disconnecting OB account on Mac
* Improved duplicates recognition with SaltEdge transactions
* Fixed crash on Mac 10.8.5
2.7.0
Dec 5, 2017
- Fixed issue with empty transparent windows in mission control
- When stock is available on Yahoo, but historical data is not, MoneyWiz now allows manual price updates
- Fixed issue where auto-skip changes the sign of the transaction
- Fixed issue where manual price updates on stocks are set with wrong time
- Added Belarusian translation (by Viktar Mishyn)
- Fixed bug when budget transfer in past period remains after deleting one of the budgets
- Fixed issue with BYR currency
- Record number from SaltEdge transactions will be stored in the memo
- Fixed bug with selecting accounts with keyboard on Mac
- When stock symbol is not available on Yahoo, MoneyWiz will store the price from Yodlee automatically
- Fixed issue where MoneyWiz skips importing SaltEdge transactions that are similar to existing transfers
- Added handling for duplicate transactions with SaltEdge banks, where the bank changes the description of the transactions.
- Fixed crash with updating stock prices from Yodlee and Yahoo at the same time
- Increased speed of Yodlee connections, it's now 4 times faster
- When stock is available on Yahoo, but historical data is not, MoneyWiz now allows manual price updates
- Fixed issue where auto-skip changes the sign of the transaction
- Fixed issue where manual price updates on stocks are set with wrong time
- Added Belarusian translation (by Viktar Mishyn)
- Fixed bug when budget transfer in past period remains after deleting one of the budgets
- Fixed issue with BYR currency
- Record number from SaltEdge transactions will be stored in the memo
- Fixed bug with selecting accounts with keyboard on Mac
- When stock symbol is not available on Yahoo, MoneyWiz will store the price from Yodlee automatically
- Fixed issue where MoneyWiz skips importing SaltEdge transactions that are similar to existing transfers
- Added handling for duplicate transactions with SaltEdge banks, where the bank changes the description of the transactions.
- Fixed crash with updating stock prices from Yodlee and Yahoo at the same time
- Increased speed of Yodlee connections, it's now 4 times faster
2.6.11
Nov 3, 2017
Bug fixes
2.6.10
Nov 2, 2017
This update changes the currency exchange rates platform that we use. If you had any issues with multi-currency accounts, this update will fix them. We apologize for any inconvenience caused, the issue is the result of Yahoo Finance ceasing to support their currency exchange rate API.
For any issues please email us at hello@wiz.money
For any issues please email us at hello@wiz.money
2.6.9
Nov 1, 2017
This update fixes a bug that could've resulted in duplicate transactions from some users of the Online Banking feature via SaltEdge.
2.6.7
Oct 28, 2017
* Fixed migration issue on old macOS versions (10.10 and older)
* Fixed Touch ID double authentication on start on High Sierra (10.13)
* Fixed category name issue when parent category has same name as child category
* Fixed various budget issues
* Transaction in reports will now show the account name and currency
* Fixed crash with creating a group during import from online banking
* Fixed Touch ID double authentication on start on High Sierra (10.13)
* Fixed category name issue when parent category has same name as child category
* Fixed various budget issues
* Transaction in reports will now show the account name and currency
* Fixed crash with creating a group during import from online banking
2.6.6
Oct 18, 2017
Bug fixes
2.6.5
Oct 17, 2017
[Features]
* Optimized for macOS 10.13
* Ability to disable TouchID use on macOS but still use PIN protection
* Ability to manually set cost basis of investment holdings
* Ability to manually set the price of a security (in case it's not supported for auto update of the price, such as some mutual funds)
* Performance improvements
* Fixed a visual issue with the subscriptions screen on iPad
* Made investment G/L calculations to take dividends, fees etc. into account
* Implemented a check to avoid duplicating transactions when a scheduled transaction executes in an online banking account
* We've implemented a feature that we call "The ultimate OB data consistency check". This feature will use advanced logic to determine when Yodlee or SaltEdge is not providing us with accurate data, and MoneyWiz will try to mitigate it on its own or inform of you if that happens and it's unable to handle it automatically
* MoneyWiz loading time decreased by around 25%
[Improvements]
* Fixed an issue where adding multiple transactions one after another may result in the transactions showing up in random order but not the order in which you entered them
* Fixed an issue where a manually deleted online banking transaction would re-appear after a new sync
* Disabled the reminder to review MoneyWiz
* Various fixes related to handling MFA accounts via Yodlee
* Fixed a crash that happened if you deleted the category of a split transaction monitored by 2 or more budgets
* Fixed an issue where with creating a transaction of 0 value in a budget
* Fixed a bug where some groups may not appear in the list of accounts & groups
* Fixed a crash when generating a custom report
* Fixed a an issue where performing a gesture on a transaction via the Dashboard would result in a crash
* Fixed a crash related to restoring a subscription via the Subscriptions screen
* Fixed an issue where budget may not properly calculate if Rollover is used
* Fixed an UI issue where some accounts' names may get truncated
* Fixed an issue related to working with transactions where the transaction is posted in account in one currency but monitored in a budget in a different currency
* Fixed an issue with SaltEdge online banking where MoneyWiz would incorrectly ask you to re-enter your credentials
* Fixed an issue where an alert for wrong balance may appear twice
* Fixed a crash when clicking on stock's Details button
* Fixed a visual glitch where investment portfolios would not show up at times
* Fixed a visual issue where the account & amount fields were not visible when editing a transaction in a currency different from the account's currency
* Fixed a rounding issue with investment accounts
* Fixed an issue where some investment assets may not get auto updates of their price
* Fixed an issue with decimal button missing from the keyboard when inputing JPY transactions
* Fixed a bug that may have caused crashes for some customers when changing a category of a transaction
* Fixed an issue where for some UK based customers with investment accounts, the amount won't properly calculate as MoneyWiz did not consider pence vs pound difference between different brokerage firms
* Fixed an issue where the account list may show up empty when creating a budget
* Fixed an issue where for some Yodlee customers it was impossible to select the login type (where applicable)
* Fixed a crash related to saving specific reports
* Fixed a bug where some transactions won't import from online banking after they were converted to transfers (affecting only SaltEdge linked accounts)
* Fixed an issue with Yodlee where some login fields would be so long that they would be cut out of the screen
* Fixed an issue with the Cashflow report where it included pending transactions when it shouldn't have
* Fixed a crash for some TouchID users
* Fixed an issue where MoneyWiz may not start translated in your local language
* Various other crash fixes, bug fixes and stability improvements
* Optimized for macOS 10.13
* Ability to disable TouchID use on macOS but still use PIN protection
* Ability to manually set cost basis of investment holdings
* Ability to manually set the price of a security (in case it's not supported for auto update of the price, such as some mutual funds)
* Performance improvements
* Fixed a visual issue with the subscriptions screen on iPad
* Made investment G/L calculations to take dividends, fees etc. into account
* Implemented a check to avoid duplicating transactions when a scheduled transaction executes in an online banking account
* We've implemented a feature that we call "The ultimate OB data consistency check". This feature will use advanced logic to determine when Yodlee or SaltEdge is not providing us with accurate data, and MoneyWiz will try to mitigate it on its own or inform of you if that happens and it's unable to handle it automatically
* MoneyWiz loading time decreased by around 25%
[Improvements]
* Fixed an issue where adding multiple transactions one after another may result in the transactions showing up in random order but not the order in which you entered them
* Fixed an issue where a manually deleted online banking transaction would re-appear after a new sync
* Disabled the reminder to review MoneyWiz
* Various fixes related to handling MFA accounts via Yodlee
* Fixed a crash that happened if you deleted the category of a split transaction monitored by 2 or more budgets
* Fixed an issue where with creating a transaction of 0 value in a budget
* Fixed a bug where some groups may not appear in the list of accounts & groups
* Fixed a crash when generating a custom report
* Fixed a an issue where performing a gesture on a transaction via the Dashboard would result in a crash
* Fixed a crash related to restoring a subscription via the Subscriptions screen
* Fixed an issue where budget may not properly calculate if Rollover is used
* Fixed an UI issue where some accounts' names may get truncated
* Fixed an issue related to working with transactions where the transaction is posted in account in one currency but monitored in a budget in a different currency
* Fixed an issue with SaltEdge online banking where MoneyWiz would incorrectly ask you to re-enter your credentials
* Fixed an issue where an alert for wrong balance may appear twice
* Fixed a crash when clicking on stock's Details button
* Fixed a visual glitch where investment portfolios would not show up at times
* Fixed a visual issue where the account & amount fields were not visible when editing a transaction in a currency different from the account's currency
* Fixed a rounding issue with investment accounts
* Fixed an issue where some investment assets may not get auto updates of their price
* Fixed an issue with decimal button missing from the keyboard when inputing JPY transactions
* Fixed a bug that may have caused crashes for some customers when changing a category of a transaction
* Fixed an issue where for some UK based customers with investment accounts, the amount won't properly calculate as MoneyWiz did not consider pence vs pound difference between different brokerage firms
* Fixed an issue where the account list may show up empty when creating a budget
* Fixed an issue where for some Yodlee customers it was impossible to select the login type (where applicable)
* Fixed a crash related to saving specific reports
* Fixed a bug where some transactions won't import from online banking after they were converted to transfers (affecting only SaltEdge linked accounts)
* Fixed an issue with Yodlee where some login fields would be so long that they would be cut out of the screen
* Fixed an issue with the Cashflow report where it included pending transactions when it shouldn't have
* Fixed a crash for some TouchID users
* Fixed an issue where MoneyWiz may not start translated in your local language
* Various other crash fixes, bug fixes and stability improvements
2.6.3
Jul 10, 2017
* Various UI improvements related to investment accounts and their transactions
* Fixed a bug where some people would see 8 zeroes after the decimal separator, when they should not
* Fixed an issue with disappearing PIN keyboard
* Fixed an issue related to displaying proper information when working with unknown tickers
* Fixed an issue where a budget could not be created if automatic decimal entry was enabled
* Stock details will now open up the Yahoo Finance website instead of Google Finance
* Fixed several issues and a crash related to entering decimal signs
* Fixed an issue where the calendar won’t show up when selecting a date for a buy/sell transaction
* Fixed an issue where trying to buy MoneyWiz will open up a blank page
* Made it possible to disable Touch ID on MoneyWiz for Mac
* Various UI improvements
* Various localizations improvements
* Fixed a bug where the report chart view sometimes crops the report end date
* Various sync related issues have been resolved
* Performance improvements related to searching transactions
* Fixed a bug where the selected account gets deselected on a sync cycle
* Fixed a bug where the statistics report filter by accounts was not taken into account
* Online banking will now download transactions with timestamps when the bank provides them (previously they would only download with date, without time)
* Fixed a bug related to de-sync
* Fixed a bug where some people would see 8 zeroes after the decimal separator, when they should not
* Fixed an issue with disappearing PIN keyboard
* Fixed an issue related to displaying proper information when working with unknown tickers
* Fixed an issue where a budget could not be created if automatic decimal entry was enabled
* Stock details will now open up the Yahoo Finance website instead of Google Finance
* Fixed several issues and a crash related to entering decimal signs
* Fixed an issue where the calendar won’t show up when selecting a date for a buy/sell transaction
* Fixed an issue where trying to buy MoneyWiz will open up a blank page
* Made it possible to disable Touch ID on MoneyWiz for Mac
* Various UI improvements
* Various localizations improvements
* Fixed a bug where the report chart view sometimes crops the report end date
* Various sync related issues have been resolved
* Performance improvements related to searching transactions
* Fixed a bug where the selected account gets deselected on a sync cycle
* Fixed a bug where the statistics report filter by accounts was not taken into account
* Online banking will now download transactions with timestamps when the bank provides them (previously they would only download with date, without time)
* Fixed a bug related to de-sync
2.6.0
Jun 28, 2017
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
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
2.5.12
Feb 21, 2017
Bug fixes.
2.5.10
Feb 2, 2017
Bug fixes & security improvements.
2.5.7
Jan 16, 2017
This update fixes several bugs.
2.5.4
Jan 11, 2017
Happy New Year! :)
This update fixes over 30 reported bugs and improves the performance.
We're also actively working on our new Investment Accounts feature and we hope to ship it to you sometime in February.
For any questions, issues or general feedback, please e-mail our support team at hello@moneywizapp.com
This update fixes over 30 reported bugs and improves the performance.
We're also actively working on our new Investment Accounts feature and we hope to ship it to you sometime in February.
For any questions, issues or general feedback, please e-mail our support team at hello@moneywizapp.com
2.5.3
Dec 13, 2016
This update brings compatibility for MacBook Pro with Touch Bar systems and fixes several bugs.
[Touch ID support]
If you have a Touch ID enabled Mac, and MoneyWiz has a PIN code enabled, then you can use Touch ID to log into MoneyWiz.
[Touch Bar support]
We've created a beautiful and functional Touch Bar integration.
* Accounts - you will see the list of accounts and their balances on your Touch Bar.
* Budgets - you will see the list of Budgets and their balances on your Touch Bar.
* In table view (spreadsheet like view for transactions), selecting a transaction shows up transaction option buttons such as Edit, Delete, Duplicate, Set Cleared, Set Pending.
* In transaction entry - when you focus on the Payee, Description or Tag field, all previously used payees, descriptions or tags will be displayed in the Touch Bar so you can easily select one. Typing in the field will also filter out any records that don't match what you've typed.
More functionality coming soon.
We're also working on bringing Investment Accounts to MoneyWiz in early 2017!
The MoneyWiz team would like to wish you happy holidays! :) If you like MoneyWiz please take a moment to rate us on the App Store. Thank you!
[Touch ID support]
If you have a Touch ID enabled Mac, and MoneyWiz has a PIN code enabled, then you can use Touch ID to log into MoneyWiz.
[Touch Bar support]
We've created a beautiful and functional Touch Bar integration.
* Accounts - you will see the list of accounts and their balances on your Touch Bar.
* Budgets - you will see the list of Budgets and their balances on your Touch Bar.
* In table view (spreadsheet like view for transactions), selecting a transaction shows up transaction option buttons such as Edit, Delete, Duplicate, Set Cleared, Set Pending.
* In transaction entry - when you focus on the Payee, Description or Tag field, all previously used payees, descriptions or tags will be displayed in the Touch Bar so you can easily select one. Typing in the field will also filter out any records that don't match what you've typed.
More functionality coming soon.
We're also working on bringing Investment Accounts to MoneyWiz in early 2017!
The MoneyWiz team would like to wish you happy holidays! :) If you like MoneyWiz please take a moment to rate us on the App Store. Thank you!
2.5.2
Nov 9, 2016
This update fixes some bugs and improves stability.
2.5.1
Oct 29, 2016
This update fixes several bugs. Among them is a bug related to budgets & reports showing unusual amounts and wrong transaction signs for some users.
MoneyWiz 2 - Personal Finance FAQ
Click here to learn how to download MoneyWiz 2 - Personal Finance in restricted country or region.
Check the following list to see the minimum requirements of MoneyWiz 2 - Personal Finance.
iPhone
MoneyWiz 2 - Personal Finance supports Belarusian, Bulgarian, Catalan, Chinese, Czech, Dutch, English, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Turkish, Ukrainian
