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MoneyWiz

wiz.money

From $2.50/mo Free trial macOSiOS
Visit wiz.money
Spec score 8.7 #20 of 181 in Personal Finance Software

Spec sheet

Purpose
MoneyWiz is a personal finance app for managing accounts, budgets, bills, investments, and other financial activity.Read 4 Oct 2026 · wiz.money
Free plan
YesRead 19 Sep 2026 · wiz.money
Integrations
The privacy policy identifies Plaid, Yodlee, and Salt Edge as online banking providers and says MoneyWiz does not store online banking credentials.Read 4 Oct 2026 · wiz.money
Mobile apps
iosRead 19 Sep 2026 · wiz.money
Privacy
The privacy policy says MoneyWiz stores aggregated financial data locally and that SYNCbits uploads encrypted data for syncing between a user's devices.Read 4 Oct 2026 · wiz.money
Support
The pricing page includes email and chat support with Standard and priority email and chat support with Premium.Read 4 Oct 2026 · wiz.money
Account sync
bothRead 19 Sep 2026 · wiz.money
Bank syncing
The site says MoneyWiz connects to over 40,000 banks in more than 50 countries through four data providers and can categorize transactions, detect transfers and refunds, and reconcile automatically.Read 4 Oct 2026 · wiz.money
Bill tracking
YesRead 19 Sep 2026 · wiz.money
Bills and forecasts
The app tracks recurring and one-time expenses and income in a calendar and can forecast from a selected future date.Read 4 Oct 2026 · wiz.money
Budgeting tools
YesRead 19 Sep 2026 · wiz.money
Budgets
MoneyWiz supports income- and expense-based budgets with transaction detection, rebalancing, and progress views.Read 4 Oct 2026 · wiz.money
Data retention and location
The policy says SYNCbits servers are in the United States and inactive accounts with no data changes for a year are deleted.Read 4 Oct 2026 · wiz.money
Device limit
The maker says each subscription supports up to 15 devices and up to two MoneyWiz Cloud accounts.Read 4 Oct 2026 · wiz.money
Import
The maker says MoneyWiz imports financial data from CSV, QIF, OFX, QFX, and MT940 files.Read 4 Oct 2026 · wiz.money
Maker and company
The maker identifies the company as SILVERWIZ LLC and says the product is made in California; LinkedIn lists the company as founded in 2010 and headquartered in San Francisco, California.Read 4 Oct 2026 · linkedin.com
Net-worth tracking
YesRead 19 Sep 2026 · wiz.money
Offline use
MoneyWiz works offline and syncs automatically when online, with the maker stating that data transfers and storage use 256-bit encryption.Read 4 Oct 2026 · wiz.money
Report export
YesRead 19 Sep 2026 · wiz.money
Reports
MoneyWiz offers more than 30 reports, including net worth, cash flow, and profit and loss, which can be exported to CSV or PDF.Read 4 Oct 2026 · wiz.money
Trial and demo
The maker offers computer-generated demo data and a one-week trial after account signup.Read 4 Oct 2026 · wiz.money

Plans and prices

Standard $29.99 a year billed annually Cloud sync between devices · Free updates with new features · Email and chat support Read 19 Sep 2026 · wiz.money
Premium $59.99 a year billed annually Bank sync with over 40,000 banks · Cloud sync between devices · Free updates with new features · Priority email and chat support Read 19 Sep 2026 · wiz.money
PREMIUM $5.99 a month $5.99/month Bank sync with over 40,000 banks · Cloud sync between devices · Free updates with new features · Priority support over email & chat · Up to 15 devices and two MoneyWiz Cloud accounts Read 4 Oct 2026 · wiz.money
STANDARD $29.99 a year $29.99/year Cloud sync between devices · Free updates with new features · Support over email & chat · Up to 15 devices and two MoneyWiz Cloud accounts Read 4 Oct 2026 · wiz.money
PREMIUM $59.99 a year $59.99/year Bank sync with over 40,000 banks · Cloud sync between devices · Free updates with new features · Priority support over email & chat · Up to 15 devices and two MoneyWiz Cloud accounts Read 4 Oct 2026 · wiz.money

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