MoneyWiz
Personal accounting and money management app for iOS and macOS
MoneyWiz is a personal finance and accounting app for iOS and macOS, developed by SILVERWIZ LLC. It brings accounts, balances, transactions, budgets, bills, and reports into one place, with cloud sync across devices and offline use. It connects to banks through four data providers, automatically categorizes transactions, detects transfers and refunds, and reconciles. Data can also be imported from CSV, QIF, OFX, QFX, and MT940 files, or entered manually.
Core features include income- and expense-based budgets with progress tracking, recurring and one-time bills with a calendar and forecast, and over 30 reports (such as Net Worth, Cashflow, and Profit & Loss) exportable to CSV or PDF. Accounts can be grouped and color-coded, with custom transaction fields and receipt attachments. It runs on iPhone, iPad, and Mac, with Apple Wallet support and Sign in with Apple.
MoneyWiz is aimed at individuals managing personal finances as well as small-business bookkeeping. A one-week trial is available after signing up, along with demo data. Subscriptions are offered in Standard and Premium editions, on annual or monthly terms; Premium adds bank sync and priority support. Each subscription covers supported devices, up to 15 devices with up to two MoneyWiz Cloud accounts.
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