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MoneyWiz

MoneyWiz logo

MoneyWiz

$5.99/month or $29.99/year
7 day trial
72% feature coverage
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Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz.
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Platforms:

macOS, iOS

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App Details

Pricing Plans

Standard

$29.99/year

Premium

$5.99/month

$59.99/year

Feature Summary

Account Management

Account Aggregation
Manual Account Creation
Multiple Daily Refreshes

Transaction Management

Edit Transactions
Automatic Rules
Split Transactions

Budgeting & Planning

Budgeting Tools
Rollover Budgeting
Recurring Transactions

Analysis & Reporting

Net Worth Tracking
Financial Reports
Trend Analysis

Investment Features

Investment Portfolio Totals
Individual Investment Transactions
Cryptocurrency Support

Security & Privacy

Two-Factor Authentication
SOC2 Certified