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MoneyWiz 3 - Personal Finance

MoneyWiz 3 - Personal Finance

SILVERWIZ LLC

Powerful book-keeping, simplified. Sync with banks and between devices.

4.1 Ratings 3K+ Reviews 50K+ Downloads

About MoneyWiz 3 - Personal Finance

Powerful book-keeping, simplified. Sync with banks and between devices.
see more about MoneyWiz 3 - Personal Finance

Ratings & Reviews

4.1
3.1K+ Ratings
  1. 5
    65+%
  2. 4
    14+%
  3. 3
    5+%
  4. 2
    4+%
  5. 1
    13+%
  • Great financial management program! Sep 16, 2018

    By jntblack
    I’ve been using MoneyWiz for years. It’s a great way to keep all your accounts and transactions organized and balanced and your bills paid on time. I’m not a fan of the programs that connect directly to online bank and credit card accounts; I prefer to manage my accounts with a program but actually pay everything through my banking system directly. This makes MoneyWiz 2 my pick over MoneyWiz 3. I did accidentally load MoneyWiz 3 on my new Mac and ended up locking up my data. A quick e-mail to their support team restored my data for use with MoneyWiz 2 in a very short time (less than an hour). Their support team is responsive and pleasant to work with. One of the best features of MoneyWiz for me is, it keeps data current on all my devices. So if I’m at a restaurant, I can quickly and easily add that transaction directly from my phone to the program, eliminating the need to keep receipts until I’m back home at my computer. I can even pay my bills from my phone if I need to, which is great when I do so much business travel. I’ve never had a problem with data integrity; the system handles everything with complete accuracy and even provides reporting I need at year’s end to complete my tax return. I’d highly recommend this program to anyone looking to organize and simplify their personal finances. A big thank you to their team for a great product with great support!
    more
  • Aug 30, 2020

    By Stephen Harris
    Fantastic app, very much a life saver for me as I can now see my finances in one place but please, please add a landscape mode for tablets. Having to hold it in portrait mode is a bit, especially on a large tablet. Fix this and its 5 stars from me.
    more
  • Love it! Jan 6, 2019

    By Sidiji
    I love this app! I needed a budget/tracking app that could handle importing info that would generate reports I could understand and this app does that! It’s superior to the other one I use in that it can recognize which account my import is coming from and I don’t have to chose that acct to import my info into it - it’s the first of these types of apps I’ve used (and I’ve used multiple) that does that! I love it syncs to my iPad and they have a newer version MoneyWiz3 that seems even better — I liked the layout of it and the fact I could use it on my windows computer and sync back to my iPhone and iPad — I stopped using that because I didn’t want to pay again for its full functionality and I saw you could email and have it reverted back to 2. The team responded swiftly as switched me back with ease without issue or complaint which makes me appreciate them even more! Install this app — you won’t regret it!!!
    more
  • Just what I was looking for Dec 4, 2018

    By mahinamama
    For years I’d used quicken to track my finances but when they stop supporting Apple products I had to switch. I tried many different products until I found MoneyWiz. I started with their first version and I’m now on #2. It’s easy to use and I like the way my information is displayed. Best of all I can use it on all my devices and my Mac, so I can access my finances wherever I am. Changes update immediately on all devices. I have had a few issues now and again and the support has been great. I get a response very quickly and receive the right information to resolve the problem right away. I have been using MoneyWiz for several years and I highly recommend this product.
    more
  • Dependable! Jul 30, 2018

    By tinatopak
    I have been a customer since the first version and I have come to depend on this app for overseeing the multiple accounts that I have. The app is quite flexible in allowing me to configure it so that I can generate reports that fit my needs. When I recently updated the app on my Mac, I didn’t know that it would upgrade my Syncbits data thus preventing me from accessing my version 2 data on my phone. The customer support quickly reverted my account’s data after I sent them an email. I am thankful for the assistance.
    more
  • Nov 19, 2020

    By Jamie Higgins
    Doesn't sync, sync cycle of doom. Goes over and over trying to synchronise. Never synchronises. Shame really! Works on my iPhone, MacBook, ipad, windows PC. Just not android.
    more
  • Kids are writing this program Mar 15, 2020

    By Crb1077
    Do you go to the ATM to check your balance knowing you just made purchases or wrote checks that haven’t cleared yet? Essentially that’s what these guy want you to do with their online banking. How dare you manually enter a purchase you just made! You’re supposed to pretend that purchase never happened until your bank posts it because a manually entered transaction confuses the fragile programming of this app and it won’t reconcile. I’ve used this app for years constantly being frustrated with all of the lil tricks I had to use to make it work. I recently (just 2 days) tried the online banking only to discover how seriously flawed the software is and how out of touch with reality the programmers are. It’s comical that 20 years ago in boot camp we were taught about the pitfalls of this type of financial record keeping but here we are in 2020 and it’s now perfectly acceptable by a software designer. It’s way pass time of finding a mature working app.
    more
  • Aug 20, 2020

    By Tatiana
    Great idea, awesome interface but absolutely poor synchronisation between devices. I'm using Mac and smartphone the same account but numbers never balance. I contact with support team they said it sync problem. I use it for last 5 years. I started from Money Wiz 2, never was problem at all. But now I have to spend lots of time for correct it. Really upset. Looking for a new app.
    more
  • Aug 29, 2020

    By Jay Jensen
    I thought this app would help me save money and budget, but I paid money so that I could sync between my phone and my wifes, but it doesn't work. So it ended up costing instead of saving.
    more
  • Mar 28, 2019

    By Sergii Potapov
    Even having a payed subscription, I just don't want to use it. Sync with banking accounts is simply terrible. I always need to re-sync, re-set up, re-login something to make my accounts updated. Sometimes I feel like a beta tester who should pay for usage of the app. However, support team is responsive and really tries to help. Meanwhile, an application requires more spending of time than it really saves.
    more

No reviews available

  • Great financial management program! Sep 16, 2018

    By jntblack
    I’ve been using MoneyWiz for years. It’s a great way to keep all your accounts and transactions organized and balanced and your bills paid on time. I’m not a fan of the programs that connect directly to online bank and credit card accounts; I prefer to manage my accounts with a program but actually pay everything through my banking system directly. This makes MoneyWiz 2 my pick over MoneyWiz 3. I did accidentally load MoneyWiz 3 on my new Mac and ended up locking up my data. A quick e-mail to their support team restored my data for use with MoneyWiz 2 in a very short time (less than an hour). Their support team is responsive and pleasant to work with. One of the best features of MoneyWiz for me is, it keeps data current on all my devices. So if I’m at a restaurant, I can quickly and easily add that transaction directly from my phone to the program, eliminating the need to keep receipts until I’m back home at my computer. I can even pay my bills from my phone if I need to, which is great when I do so much business travel. I’ve never had a problem with data integrity; the system handles everything with complete accuracy and even provides reporting I need at year’s end to complete my tax return. I’d highly recommend this program to anyone looking to organize and simplify their personal finances. A big thank you to their team for a great product with great support!
    more
  • Love it! Jan 6, 2019

    By Sidiji
    I love this app! I needed a budget/tracking app that could handle importing info that would generate reports I could understand and this app does that! It’s superior to the other one I use in that it can recognize which account my import is coming from and I don’t have to chose that acct to import my info into it - it’s the first of these types of apps I’ve used (and I’ve used multiple) that does that! I love it syncs to my iPad and they have a newer version MoneyWiz3 that seems even better — I liked the layout of it and the fact I could use it on my windows computer and sync back to my iPhone and iPad — I stopped using that because I didn’t want to pay again for its full functionality and I saw you could email and have it reverted back to 2. The team responded swiftly as switched me back with ease without issue or complaint which makes me appreciate them even more! Install this app — you won’t regret it!!!
    more
  • Just what I was looking for Dec 4, 2018

    By mahinamama
    For years I’d used quicken to track my finances but when they stop supporting Apple products I had to switch. I tried many different products until I found MoneyWiz. I started with their first version and I’m now on #2. It’s easy to use and I like the way my information is displayed. Best of all I can use it on all my devices and my Mac, so I can access my finances wherever I am. Changes update immediately on all devices. I have had a few issues now and again and the support has been great. I get a response very quickly and receive the right information to resolve the problem right away. I have been using MoneyWiz for several years and I highly recommend this product.
    more
  • Dependable! Jul 30, 2018

    By tinatopak
    I have been a customer since the first version and I have come to depend on this app for overseeing the multiple accounts that I have. The app is quite flexible in allowing me to configure it so that I can generate reports that fit my needs. When I recently updated the app on my Mac, I didn’t know that it would upgrade my Syncbits data thus preventing me from accessing my version 2 data on my phone. The customer support quickly reverted my account’s data after I sent them an email. I am thankful for the assistance.
    more
  • Excellent product and customer service Jun 28, 2018

    By Albouchard
    I have been using Money Wiz for a couple of years now and balancing a checkbook couldn’t be easier! I broke the product briefly when upgrading to v3 without reading the warnings about which account types the upgrade was suitable for, but thanks to excellent customer service they had me back to v2 in no time! V3 appeared to be an excellent product as well, just Premium version wasn’t the suitable version for me. Looking forward to the standard upgrade later this year!
    more
  • Aug 30, 2020

    By Stephen Harris
    Fantastic app, very much a life saver for me as I can now see my finances in one place but please, please add a landscape mode for tablets. Having to hold it in portrait mode is a bit, especially on a large tablet. Fix this and its 5 stars from me.
    more
  • Oct 9, 2018

    By A Google user
    I have been using this app for the better part of two years. My favorite part was that it was cloud based multiuser, and you don't have to directly connect it with your bank. I only gave it 3 stars because we have always had issues with the balance on the desktop version not matching, which is okay, just don't use the desktop version. Now, we keep running into issues with account settings and which accounts auto reconcile. It doesn't matter how many times we uncheck auto reconcile (multiple times a day) it reverts back, which creates a nightmare for reconcile and keeping an accurate balance across all devices.
    more
  • Great app Dec 28, 2019

    By dr.ad
    Versatile app which allows for scheduling transactions and clearing manually. Data syncs between iPad and iPhone instantly. There is also an app for the Apple Watch, however it hangs on the category page and I have never been able to use it. If the watch app functioned, it would be an A+! If you don’t need the watch app, then you’ll likely be quite satisfied.
    more
  • Need some options Dec 3, 2018

    By Stollz88
    Can I have a option that allows me put my bills every last Thursday of the month?
    more
  • App crashes after updating to 14.2 Nov 6, 2020

    By Deese64
    Hello, after updating to 14.2 the app now crashes after performing any sort of transaction.
    more
  • Sep 5, 2020

    By A Google user
    Great budgeting functions flexiblities and category options. Very poor connectivity sync abilities with banks. Sync delays and budget tracking becomes inaccurate and time comsuming. Even manuel forced sync process take ages. Support is responsive but same bugs keep reoccouring
    more
  • May 28, 2019

    By Birgit Lexa
    After using MoneyWiz2 for years, I switched to this version for the online banking connection, which definitely saves a lot of time. The app generally does it's job well especially with scheduled transactions, but there are several issues I have with it. Severe problem: The online banking accounts almost never show the correct balance. I am using it on Android, Mac and Windows, and sometimes there is a different (and incorrect) balance everywhere. Frustrating usability: On all of the three platforms, the UX does not feel quite right or conforming to platform specific patterns. For example: You need a right click where you expect a left click, the number pad reacts differently than the platform specific one, and sometimes it just feels like an iOS app was ported by 3 different teams that don't talk to each other onto the other platforms. Potential for improvement: Compared to the excel sheet I used before, it is confusing and difficult to get the information I need out of the reports options. I would appreciate a couple more settings or filters to better narrow down the information you need (or maybe some extensive examples to learn how to actually use the available reports).
    more
  • Apr 14, 2019

    By Mike Assid
    MW3 doesn't represent a huge upgrade over MW2 if you don't use the Internet banking functions (I don't), but the interface is somewhat more attractive. It'll feel familiar if you've used MW2, even if some of the pieces and parts have been rearranged. It took me a few days to "make friends" with it. Syncbits still works well - important, since I use MW3 on iOS, Android and Win10 devices. Could we please re-enable landscape/tablet mode in Android?!
    more
  • Nov 14, 2018

    By A Google user
    Been using it for a while with subscription. Syncbits is great, and being able to download automatically from the bank saves a bunch of time. Sadly, it still doesn't have the ability to capture transactions with incomes/expenses, and that was promised a good while ago and that's seriously disappointing. And I just found out the mobile version doesn't allow landscape mode anymore, so I can't really use it in my tablet with a kickstand keyboard, what's up with that??
    more
  • Incorrect balances Dec 17, 2019

    By More Than Les
    Every once in a while my checking account balance shows up incorrect for no apparent reason all my entries are correct and the only way to fix it is adjust my balance. Don’t really understand what happens I have went back and check all my entries and can’t find any mistakes it’s just somehow incorrectly does the math????
    more
  • Mar 28, 2019

    By Sergii Potapov
    Even having a payed subscription, I just don't want to use it. Sync with banking accounts is simply terrible. I always need to re-sync, re-set up, re-login something to make my accounts updated. Sometimes I feel like a beta tester who should pay for usage of the app. However, support team is responsive and really tries to help. Meanwhile, an application requires more spending of time than it really saves.
    more
  • Got syncing problems Feb 2, 2018

    By NSTYDT
    The iOS app doesn’t always synchronize when I adde or change something. Even though the “last updated” time is just now, the data is not the exactly same with the data on my MacBook . Since there is also an auto-backup failure on my MacBook, I am afraid of losing data someday. So seriously guys, please put more work on these data security problems rather than a fancy new version app.
    more
  • Cannot sync Mar 9, 2018

    By Bradshuu
    Good, but apparently you can only sync 1 time every 10 hours... I had a deposit that I am trying to see on the app, but it says I have to wait 10 hours for the next opportunity which is very inconvenient. While I like everything else about this app, when I am paying money every month, I shouldn’t be faced with this limitation. This may be the sole reason I cancel my subscription and leave...
    more
  • Split transaction Jul 12, 2019

    By Gallion Mike
    You can not assign amounts to the categories what good is it???? This feature needs improvement. I purchased both platforms thinking I could use this app to replace Quicken when you have rentals you need to be able to split the transaction and show the amounts to each category for tax time I should’ve used the free one first to try it
    more
  • Stoped working Nov 10, 2020

    By jh@TheBeach
    The app will not let me edit the balance in the upper right corner of the app, when I click on edit balance the app crashes!!! This needs fixed or the app becomes unstable and i would not recommend downloading this app until it’s fixed, also if not fixed soon i will go with a different app altogether.
    more
  • Nov 19, 2020

    By Jamie Higgins
    Doesn't sync, sync cycle of doom. Goes over and over trying to synchronise. Never synchronises. Shame really! Works on my iPhone, MacBook, ipad, windows PC. Just not android.
    more
  • Kids are writing this program Mar 15, 2020

    By Crb1077
    Do you go to the ATM to check your balance knowing you just made purchases or wrote checks that haven’t cleared yet? Essentially that’s what these guy want you to do with their online banking. How dare you manually enter a purchase you just made! You’re supposed to pretend that purchase never happened until your bank posts it because a manually entered transaction confuses the fragile programming of this app and it won’t reconcile. I’ve used this app for years constantly being frustrated with all of the lil tricks I had to use to make it work. I recently (just 2 days) tried the online banking only to discover how seriously flawed the software is and how out of touch with reality the programmers are. It’s comical that 20 years ago in boot camp we were taught about the pitfalls of this type of financial record keeping but here we are in 2020 and it’s now perfectly acceptable by a software designer. It’s way pass time of finding a mature working app.
    more
  • Aug 20, 2020

    By Tatiana
    Great idea, awesome interface but absolutely poor synchronisation between devices. I'm using Mac and smartphone the same account but numbers never balance. I contact with support team they said it sync problem. I use it for last 5 years. I started from Money Wiz 2, never was problem at all. But now I have to spend lots of time for correct it. Really upset. Looking for a new app.
    more
  • Aug 29, 2020

    By Jay Jensen
    I thought this app would help me save money and budget, but I paid money so that I could sync between my phone and my wifes, but it doesn't work. So it ended up costing instead of saving.
    more
  • Feb 22, 2019

    By Dana Linder
    With Quicken going subscription, I am looking for something that will sync between my computer and phone, or something that works well on the phone. So far, this seems like the only choice for syncing, but it's horrible. It imported my Quicken transactions perfectly, but had some figure in the balance that didn't tie to anything (even though the opening balance, and transactions were all correct). The windows version did better, so I exported the transactions and tried to import them on the phone. The free Windows version only exports CSV, and the phone version doesn't recognize that. So there's no way to really do a trial. The phone UI is pretty, but not in a good format, and not customizable. I want transaction in date order. It shows them in reverse date order. It doesn't allow true split transactions. For my salary, I either have to enter each item individually, or have it bundle all the deductions into one amount. That would make it impossible to get any totals for the individual items. For me, the sync is the only the only thing it may have going for it. It MAY sync well. I can't find out unless I buy, so I can't say anything about that one way or the other.
    more

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