MoneyWiz 3 : Personal Finance App Reviews

The interface feels sluggish and doesn’t look very nice (more differentiable/colored icons for the different categories for example would make it easier to see how much was spent on what). Worst of all, the app keeps stopping to work properly. I am again unable to refresh my accounts for the last couple of days without getting any errors that would help me solve the problem.

This is a wonderful accounts management app. It does a great job and looks amazing!

Love the simplicty and ability to download banking transactions. SImple layout and can easily track all your finance needs!

Thanks a lot guys! Great job!

manca il rapporto tra entrate e uscite… miss the ratio between income and expenditure...

I have been using this app for a few months now, I bought the app for my phone and the version for my computer. Now they want me to subscribe to continuing entering transactions. That’s right, I have already paid for the app why shoud I pay again? I am completly desapointed by this, and will not give you any more of my money. I would be more than happy to pay for extra features or special reports seriously, but charge me more to enter transaction? Then, what’s the point of buyng the app? STAY AWAY AND SPEND YOUR MONEY WISELY. I AM GOING BACK TO HOME BUDGET. THOSE GUYS SEEM TO BE HONEST. HERE’S MY UPDATE: (June 2016) The situation with MoneyWiz just got WORSE. Now after paying for the software they want you to upgrade to a premium subscription, and if you don’t, your previous features got either eliminated or extremly limited. Please seek another financial app, because when it comes to finance the folks at MoneyWiz have no clue what they’re doing.

I found this app to be extraordinarily intuitive and fast. I found it after searching for quality, free budgetary software and started using it immediately. The one thing I dislike is that this is the limited, free version, although it has nearly all of the features of the full version, except for unlimited transactions (as far as I’m aware).

So Far its stable and does what I need. First version was iffy to rely on but this seems to be solid.

I have spent countless days, hours, and dollars searching for an adequate money management software. I’ve been through Mint, which has far too many adds and a clunky interface; YANB, which has the egregious flaw of not syncing with your online banking details; EveryDollar, which synced sporadically and has a poor desktop interface; and a few, more obscure others. I was becoming more and more sure that there were simply no decent money management apps on OS X. In my searching, I finally came across MoneyBiz. This app is simply phenomenal. It has everything such an app should have. It syncs with many banks flawlessly and quickly (through financial institutions Yodlee and SaltEdge), has a beautiful, easily navigable, informative interface. It provides you with analytics regarding your spending behaviors, from standard things such as categorized pie charts, to the much more sophisticated (utility bill forecasting? That’s freaking awesome.) It provides you will a bill calendar that sends you reminder notifications.I could keep going on about the incredible features of this app, but I would encourage anyone to simple go to the developers website and read about the features there. I can’t recommend this app enough. 5 stars.

This app is wonderful! I have been looking for an app to keep tracking of my spending but that wasn’t too complicating. This app is very user friendly and does everything that I need! I highly recommend this app!

Money Wiz just lost a customer. I love Money Wiz, but use it only for manual transactions. I PAID for Money Wiz. When I went to upgrade to Money Wiz 2, there was no warning — certainly not in any obvious place — that if I upgraded, I could only enter 100 manual transacitons … PERIOD. EVER. How stupid. Instead, they want to charge me $50 per year — just to enter more than 100 manual transactions. No. I’ll go elsewhere. Too bad. I was perfectly happy with Money Wiz. Not anymore.

I like this product and they did a good job on it. It functions nicely, but it freezes a lot in my Mac. When it freezes, you’ll have to force quit and restart it. THis happens regularly with me. The options in it are good, but i suggest allowing users to be able to see on transactions within any personalized forlder. For instance, if you create a folder for just your credit cards, you will still have to click on each credit to see transactions. you won’t be able to see transactions of all credit cards in here.

I have been looking for an app to keep track on my expenditures which is at the same time not so complicated. This is just the one for me. It has been designed by giving importance to every small details.

This app works perfect for me! It’s so clear and simple to track all my expenses, and takes the place of Excel! I would definitely recommend this app to anyone currently using Excel and wanting something different and better(!) on your mac

My older version (1.5.x) of MoneyWiz had been great but then started saying I needed to buy it (I already paid for it) or use demo mode. It showed no updates available and then I saw this version 2. Downloaded it thinking it was an upgrade. Once installed it showed none of my data. I reopened the old version and all of a sudden that showed no data! Tech support was very prompt and definitely helped as best they could, (they even examined my database files and found nothing,) but it seems my data got wiped out when I installed version 2. So now I need to try to re-enter all of my business expenses and income for 2015 so I can pay my taxes. I loved this app until this happened. I had given them 5 stars in the past, but due to these issues I need to drop it to 2 stars now. I now know to completely export and manually backup my data if I’m going to keep using this. (sadly it doesn’t seem my TimeMachine backups have the MoneyWiz database files either.)

I have been using this app for a few months now, I bought the app for my phone and the version for my computer. Now they want me to subscribe to continuing entering transactions. That’s right, I have already paid for the app why shoud I pay again? I am completly desapointed by this, and will not give you any more of my money. I would be more than happy to pay for extra features or special reports seriously, but charge me more to enter transaction? Then, what’s the point of buyng the app? STAY AWAY AND SPEND YOUR MONEY WISELY. I AM GOING BACK TO HOME BUDGET. THOSE GUYS SEEM TO BE HONEST.

I’ve deleted this from my Mac.

They are some sneaky folks regarding how they hooked me into a $50 annual subscription service. Several years ago I wanted a simple way to manage my checkbook on my desktop and move on from manual checkbook registers and paid for MoneyWiz. I don’t remember the initial cost but it wasn’t that much. A year later suddenly my scheduled payment calendar started messing up, with transactions no longer automatically posting. Then the calendar started displaying weird characters. Long story short, at no cost, customer support had me move to a newer version of MoneyWiz to resolve the issue. Around this time I decided to purchase MoneyWiz 2, the IOS version for my iPhone/iPad. This was the first time I saw that I could not add anymore transactions to my IOS devices without purchasing an annual subscription. I was annoyed but could still manage MoneyWiz on my desktop and as long as my IOS devices displayed the correct info, I chalked it up to experience and moved on. A week ago, in preparation for payday, I selected the desktop icon and suddenly a question mark showed up in it and no access to my MoneyWiz account. When I notified customer service, they stated that Apple no longer accepts the MoneyWiz icon I was using on my desktop and that it needed to remove it. I was give instructions to delete it, go back into the App store, reload it and access my SYNCbits account to repopulate the register. Sounded easy except suddenly my login info was not correct, including the very simple answers to my security questions. Contacted customer support and they had me disconnect SYNCbits from my iPad IOS ( it still correctly displayed my register info) and then reset my account. They then provided instructions for me to reconnect my iPad to SYNCbits and and using the destop version, login to the SYNCbits account and all the info that was on my iPad would upload to my desktop version which suddenly displayed the MoneyWiz 2 icon. All info uploaded correctly but remember the IOS version would not allow me to add transactions without the annual subscription? Well now the same with the desktop version...for $49.99 I paid for the annual subscription and regained full functionality again. Yes, I paid the ransom and all was suddenly good. Nefarious advertising? It seems so. So why four stars? The program works as designed, I can now add transactions using my IOS devices and the customer service contacts were extremely responsive and courteous. I just wish MoneyWiz was a bit more honest, I mean forthright, about what the endgame was when I initially purchased MoneyWiz.

I find this app to be very helpful in managing my personal expenses. It allowes for all sorts of account types, including the cash you carry.

If you are a person needing to corroborate your transactions from your bank, this is a great alternative, dynamic and useful for basic accounting. Great app…Thanks!