Facebook_pixel
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%
  • 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
  • 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
  • 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
  • Aug 9, 2020

    By Lalit Aggarwal
    I have been using for over 4 years but recently witnessed many problems on subscripton, then syncing and now not same balance on all devices. same entries but different balances. Guess would be easier to keep on excel
    more
  • Oct 15, 2020

    By Chen ZHANG
    Always need to take huge effort to maintain the transactions in Windows app, but Sync to Android always has discripencies, even with the "force sync" solution. Cannot sync with Alipay and Wechat pay (Wechat now has a mini program to sync automatically wechat pay's transactions, and can sync transactions by uploading the screenshot from alipay and other bank mobile apps) Need an App easy to see the overview and analysis, but not take huge time to do the transactions. This app abandoned.
    more
  • Oct 3, 2020

    By Jan Robertson
    This app was working well across phone, mac book and desktop, but recently the app hasn't worked at all. It won't open and there is no update that I can see. On Android 10, Samsung Galaxy S9+
    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 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
  • May 3, 2020

    By S EE
    After a week I finally got it set up on my Samsung Edge 7 and my Samsung S two... With no assistance of value from money-wiz whatsoever... I never got the application to link under the money-wiz Cloud application... And now it is blocking me from getting on the Internet with their site having dominance over the entire application... Do not download this application!!!!!
    more

No reviews available

  • 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
  • Fantastic app Aug 10, 2018

    By BigBurrito3848
    I have used this app for over 5 years and it is absolutely the best and user friendly app there is. I’ve tried others but this app beats them all. Hey, I’ve had no short checks in all that time, beats a paper check register. There has been a lot of negativity regarding the latest version 3, but they mainly comes from not checking out the upgrade before downloading. 3 has more features and flexibility that has a yearly subscription, but hang tight in December ‘18 there will be a free version.
    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
  • Great app..!! Must have 👍 Aug 9, 2015

    By Mhisan
    I usually don't write reviews. But felt this app deserves praise. I was previously unable to control, plan my income and expenses, but this app has been a godsend to me. Read a lot of reviews and tested out a lot of other apps before trying it out. Don't know about the online banking part but I like to manually input and reconcile my transactions anyway. And it works like a charm. It's not as simple as the other apps but I like that it has all the advanced features that others don't have. This is a must for those who like to drill down and analyze their spending and income like me. Only problem is right now from dashboard the transactions which are pending in the widget cannot be edited directly, you have to again go to accounts to locate the transaction to edit it which takes a bit of time. Also once you attach an image to a transaction cannot export it later. Would also like to be able to attach files from Dropbox, box, Google drive etc. to the transactions as this will allow larger files to be attached saving space in the database as well. Hope this happens in the near future. If the widget thing is fixed will give it 5 stars all the way.
    more
  • Aug 9, 2020

    By Lalit Aggarwal
    I have been using for over 4 years but recently witnessed many problems on subscripton, then syncing and now not same balance on all devices. same entries but different balances. Guess would be easier to keep on excel
    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
  • 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
  • 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
  • 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
  • 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
  • Mar 2, 2019

    By Pablo Estévez
    Nothing works. It looks really good but bank sync doesn't work properly nor sync between devices. When bank synching I doesn't recognise transferss between accounts but categorize them as incomes and expenses on both accounts. What a mess... I'm spending more time tracking the apps errors than if I were accounting with a piece of paper and a pen. Adding manually new expenses is also very unconfortable. Such a disappointment... I wish I had my money back.
    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
  • Oct 15, 2020

    By Chen ZHANG
    Always need to take huge effort to maintain the transactions in Windows app, but Sync to Android always has discripencies, even with the "force sync" solution. Cannot sync with Alipay and Wechat pay (Wechat now has a mini program to sync automatically wechat pay's transactions, and can sync transactions by uploading the screenshot from alipay and other bank mobile apps) Need an App easy to see the overview and analysis, but not take huge time to do the transactions. This app abandoned.
    more
  • Oct 3, 2020

    By Jan Robertson
    This app was working well across phone, mac book and desktop, but recently the app hasn't worked at all. It won't open and there is no update that I can see. On Android 10, Samsung Galaxy S9+
    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 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
  • May 3, 2020

    By S EE
    After a week I finally got it set up on my Samsung Edge 7 and my Samsung S two... With no assistance of value from money-wiz whatsoever... I never got the application to link under the money-wiz Cloud application... And now it is blocking me from getting on the Internet with their site having dominance over the entire application... Do not download this application!!!!!
    more

What’s Groovy

What’s Subpar

Loading...

Ask