MoneyWiz 2 - Personal Finance

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!!!

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.

I’ve been using MoneyWiz for years. It’s a great way to keep all your accounts and transactions organized and balanced and your bills paid on time. I’m not a fan of the programs that connect directly to online bank and credit card accounts; I prefer to manage my accounts with a program but actually pay everything through my banking system directly. This makes MoneyWiz 2 my pick over MoneyWiz 3. I did accidentally load MoneyWiz 3 on my new Mac and ended up locking up my data. A quick e-mail to their support team restored my data for use with MoneyWiz 2 in a very short time (less than an hour). Their support team is responsive and pleasant to work with. One of the best features of MoneyWiz for me is, it keeps data current on all my devices. So if I’m at a restaurant, I can quickly and easily add that transaction directly from my phone to the program, eliminating the need to keep receipts until I’m back home at my computer. I can even pay my bills from my phone if I need to, which is great when I do so much business travel. I’ve never had a problem with data integrity; the system handles everything with complete accuracy and even provides reporting I need at year’s end to complete my tax return. I’d highly recommend this program to anyone looking to organize and simplify their personal finances. A big thank you to their team for a great product with great support!