Have all your accounts, transactions, budgets and bills in one place. See forecasts & reports. Import easily from other software. Real sync between devices. This is MoneyWiz!


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Requires Mac OS X 10.6 or later

FEATURES HIGHLIGHT


  • MANAGE EVERYTHING FINANCE RELATED IN ONE APP
  • MONEYWIZ IS SUITABLE FOR BOTH - POWER AND CASUAL USERS OF PERSONAL FINANCE SOFTWARE
  • AUTOMATICALLY SYNC DATA ACROSS MULTIPLE DEVICES
  • SEE CASH-FLOW FORECAST IN AN INSTANT
  • ENJOY VARIETY OF REPORTS IN FULL SCREEN
  • STAY ON BUDGET WITH AUTOMATIC BUDGETS MONITORING & ALERTS
  • SET UP RECURRING AND SCHEDULED PAYMENTS
  • GET REMINDED FOR DUE PAYMENTS
  • IMPORT EASILY FROM QUICKEN, MS MONEY, IBANK OR OTHER SOFTWARE
  • IMPORT BANK STATEMENTS (OFX, QIF, CSV, QFX)
  • MULTI-CURRENCY SUPPORT AND OVER 20 TRANSLATIONS
  • PIN PROTECTION
  • 300+ FEATURES


REAL SYNC


Syncing between multiple devices is totally automatic and hassle-free!
And if you've got MoneyWiz for iPad, iPhone or Android you can sync with them too.


What is SYNCbits?

  • SYNCbits is our syncing technology, that allows us to quickly and automatically update all your devices when you make a change on one of them
  • SYNCbits works offline. When your device becomes online, it will just send and receive all of the updated data.
  • By not using some 3rd party solution, we can guarantee a level of security that nobody else can.
  • SYNCbits is FREE!

Why sync?

  • Sync is like a real-time backup. In case something goes wrong, you can easily restore all your data by simply logging into your personal sync account.
  • Keeping MoneyWiz installed on multiple devices is a pleasure. All your data will automatically syncrhonize to all devices whenever you add, delete or edit something.
  • You can use MoneyWiz with your spouse. When you create a transaction for example, your spouse will automatically receive it on his/her device.



ALL ACCOUNTS & TRANSACTIONS IN ONE PLACE


We've created the "fancy view" for casual browsing of transactions.
If you need to bulk edit or quickly reconcile multiple transactions, just switch to the "expert view", which shows everything in a spreadsheet-like view.

Fancy View

Expert View

Accounts Management

  • Create Cash, Credit, Checking or Savings accounts
  • Create accounts in any currency
  • Hide accounts you rarely use
  • Quickly access hidden accounts
  • Quickly check your NetWorth in the list of accounts
  • Reconcile your accounts
  • Enable Checkbook Register per account
  • Re-order your accounts by simply dragging them with your mouse where you want them
  • View each account's balance with or without the pending transactions. Switching is as easy as one click on the balance box.
  • Enable/disable the running balance column for accounts
  • Set whether transactions in each account should clear automatically or manually
  • Import data from other financial software or your bank statements. MoneyWiz supports OFX, QIF, CSV and QFX files.

Working with Transactions

  • Register expenses & incomes or transfer money between accounts
  • Create transactions in a beautiful screen that dims the background, allowing you to focus on the entry process
  • Edit multiple transactions at once
  • Make split payments in multiple accounts or categories
  • Create transactions in any currency. MoneyWiz will calculate the transaction value in the currency of your account.
  • Use smart auto-completes of your recent transactions, to speed up the entry process
  • Easily duplicate an existing transaction
  • Attach a receipt to any transaction as easy as dragging the receipt onto the transaction
  • Convert transactions into scheduled payments
  • Make full or partial refunds
  • See the list of transactions as a fancy list or as a spreadsheet-like table
  • Sort, filter and search transactions in one account or all



SMART BUDGETS THAT HELP YOU STAY AWAY FROM DEBT



  • Set budgets and pay down your debt or just stay on track with your spendings.
  • Make custom budgets based on categories, time and accounts
  • Create recurring budgets (for food for example) or one-time budgets (for your summer holiday for example)
  • Have your expenses automatically assigned to the correct budget. No need to do this manually!
  • Get alerts for low and exhausted budget
  • See budget progress, daily allowance and remaining days
  • View the list of transactions that make up each budget
  • MoneyWiz is smart enough to convert foreign currency transactions into the budget's currency
  • Quickly access information about total budgeted amount, total spent and remaining
  • Generate various reports to see how your budgets perform over time, or how they compare between each other
  • Re-order budgets by simply dragging them with your mouse


NEVER MISS BILL PAYMENTS AGAIN


See all your bills in a calendar. Select a day to see the scheduled payments for that day.
Click & hold on any day in the future, to see instant financial forecast for this day.

Calendar View

Instant Forecast

Plan Ahead

  • Plan expenses, incomes and transfers
  • Create recurring transactions, like bills and salary
  • Create installment plans by setting when a recurring transaction should end
  • Create no-recurring scheduled payments
  • See a calendar of your bills
  • Browse your scheduled transactions in a list under the calendar
  • Search and filter scheduled transactions

Be Aware

  • Receive alerts before a bill is due
  • Quickly access forecast for any day on the calendar. Just tap & hold on the desired day and the forecast will show up.
  • Setup scheduled indicators at the bottom of the screen, which give you instant information about your expected expenses this week, this month, next month or other period. You can even set the scheduled indicator to show you the amount you're overdue.
  • Jump to any date to see what's planned for that date



COMPREHENSIVE REPORTS


When you go to the Reports screen, you'll see 3 pre-generated reports for your convenience.
Scroll down to pick a report you wish to customize and view.
You can even see the reports in full screen.

Reports Screen

Fullscreen View

Comprehensive Reports

  • Chose from a great variety of reporting tools – NetWorth, Payees, Account balance, Trends, Forecast, Compare budgets, Categories, Statistics, Budget balance
  • Enjoy beautiful interactive charts will show you everything you need to know about your money.
  • See transactions that form a report

Neat Features

  • Quickly access pre-generated reports
  • View reports in full screen
  • Export any report into PDF or CSV for your accountant
  • Save reports settings into MoneyWiz for quick access