- One finance app for all of your devices, with multi-device sync and bank sync. Manage all of your accounts, budgets and bills in one place with MoneyWiz. SilverWiz Ltd., creator of the personal finance software, MoneyWiz for iPhone, iPad and Mac announces update 1.4. MoneyWiz is a complete personal finance. Moneywiz App For Windows.
- MoneyWiz is a powerful software to make a financially better personal and business decisions. There are equations and functions seem to be basic to some people, but they may be sophisticated or strange to others, and it's not meant to focus on certain group of users. Please use what are useful, and disregard what is irrelevant to you.
Skip to Content Features. Powerful personal finance with sync. See what’s new in MoneyWiz 2020.
Product 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.
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?
Moneywiz V1 4 0 – Personal Finance Solutions
? 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. Sqlpro studio 1 0 156 – powerful database manager roles. 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 for automatic downloading of transactions, 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.
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.
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Https www xmind net xmind2020. Depending on who you ask, personal finance is either boring, confusing, or absolutely essential. The older you get, the more you realize those in the last camp were right all along. Managing your personal finances can seem intimidating, but it’s an absolutely essential skill to develop, especially once you start thinking how to prepare for retirement.
Track all of your personal finances in one place
MoneyWiz takes some of the pain out of watching your pocketbook with a suite of innovative features. Team behind the app has been cooking a giant upgrade for some time now and it’s finally out. It’s more than exciting because they have introduced a whole set of features that weren’t present in the previous version. Let’s get an overview of what’s in the app and what’s new.
First and foremost — support for cryptocurrencies. With this move, MoneyWiz becomes the firs personal finance app with all your crypto-trade. Not just bitcoin, all currencies and altcoins are included, together with trades from major exchanges and wallets to keep you posted. Then, the MoneyWiz team did a light makeover of the old interface and introduced a sleeker and smoother design.
Your transactions can now have multiple components, like expense, income, and transfer, all in one. You’ll also be glad to find FOREX support if you’re into trading. You also won’t have to wait for your bank accounts to sync upon launch because MoneyWiz now has background sync and everything that happened to your accounts while you were away is already updated when you open the app.
The latest version of MoneyWiz finance app lets you:
- Sync with your bank accounts to keep balances up to date
- Keep accounts in all currencies, including crypto and alcoins
- View FOREX trades
- Bulk editing of accounts (import/export)
- Log transactions and set budgets
- Predict expenses and savings
- Schedule recurring payments.
The time you invest up front into customizing the app will pay dividends later on when you’re avoiding overdraft fees, saving consistently, and enjoying the app’s automated visualizations. There are a few tips to get you started.
Bring all your financial accounts together
MoneyWiz tracks as many individual accounts as you’d like. It supports tracks cash, credit cards, and savings accounts
- To create a new account click the “+” button in the bottom-left corner and then Add Account.
- Choose from the list of options the app provides, which include digitally syncing with an online account through your bank or PayPal, uploading an account history from a file, or creating one manually.
- Fill out the relevant information on the Basic and Extended tabs.
- Click Create when you’re ready.
Personal budgeting and planning for the future
Budgets let you record how much you plan to spend on different kinds of expenses each month and then track your spending habits so you can see whether you keep to your spending goals.
- To create a budget, click the “+” button and select Add Budget.
- Customize the focus and spending limit of your budget in the pop-up menu.
- Click Create to add it to your dashboard.
Scheduling payments
It can be easy to forget about recurring payments like electrical bills or gym memberships, but the app gives you the option to schedule your dues so they don’t fall through the cracks. The same feature also lets you schedule your paychecks and other regular income.
- To schedule a transaction, click the Scheduled tab and click the “+” button in the bottom-right corner.
- Choose the type of transaction, then use the pop-up menu to enter the specifics.
- The Frequency option lets you set recurring transactions on a daily, weekly, monthly, or yearly basis.
Analyze your finances in detail
In the Reports tab, the app automatically records and forecasts your balance based on posted and scheduled transactions. This information can help inform your budgeting process as you plan for the future. It can also generate different types of reports upon request based on the information you’ve logged. These can help break down your budget by expenses, cash flow, and net worth, helping you evaluate your financial health over the long term.
With MoneyWiz in Setapp, you’ll have a clear and responsive picture of where your money is going, how much of it you’re moving, and when it trades hands. It’s an indispensable tool for people looking to take control of their finances for good.
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