MoneyWiz

MoneyWiz

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By MoneyWiz

Monthly,Yearly
Not Available
Platform:
Free Demo Get a Quote
MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills. MoneyWiz gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the

Pricing of MoneyWiz

Premium

USD 4.99

/Month

  • Bank sync with over 40
  • 000 banks
  • Cloud sync between devices
  • Free updates with new features
  • Priority support over email & chat
  • Bank sync with over 40
  • 000 banks
  • Cloud sync between devices
  • Free updates with new features
  • Priority support over email & chat

Standard

USD 19.99

/Year

  • Cloud sync between devices
  • Free updates with new features
  • Support over email & chat
  • Cloud sync between devices
  • Free updates with new features
  • Support over email & chat

MoneyWiz 3 (Pay once)

USD 0

  • Cloud sync between devices
  • Sold separately for each platform
  • Support over email & chat
  • Cloud sync between devices
  • Sold separately for each platform
  • Support over email & chat

MoneyWiz 3 (subscriber)

USD 0

  • Bank sync with over 40
  • 000 banks
  • Cloud sync between devices
  • One license unlocks all platforms
  • Priority support over email & chat
  • Bank sync with over 40
  • 000 banks
  • Cloud sync between devices
  • One license unlocks all platforms
  • Priority support over email & chat

Key Features of MoneyWiz

  • Loan Management
  • Multi-Currency
  • Investment Monitoring
  • Property Management
  • Transaction History
  • Tax Reports
  • Spending Limit
  • Spend Tracker
  • Financial Dashboard
  • Expense Groups
  • Budgeting
  • Bills Management
  • Payment Gateway
  • Reports
  • Alerts

Specification

categories
Other Categories:

Personal Finance Software, Personal Finance Software For PC

deployment
Deployment:

Cloud Hosted

Support
Customer Support:

Online (Ticket)

Customization
Customization:

No

languages
Languages Support:

English

Who uses MoneyWiz

SMEs
SMEs

Company Details

  • Company Name: MoneyWiz
  • Website: Visit Website
  • Headquarter:
    United States
    San Francisco, California United States
  • Social Media:

Description

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MoneyWiz Video

MoneyWiz Screenshots

FAQ's

The user group of MoneyWiz are as follows :

  • SMEs
  • SMEs

MoneyWiz has 4 plans,

  • Premium USD 4.99 /Month
  • Standard USD 19.99 /Year
  • MoneyWiz 3 (Pay once) USD 0
  • MoneyWiz 3 (subscriber) USD 0

The key featuers of MoneyWiz are as follows :

  • Loan Management
  • Multi-Currency
  • Investment Monitoring
  • Property Management
  • Transaction History
  • Tax Reports
  • Spending Limit
  • Spend Tracker
  • Financial Dashboard
  • Expense Groups
  • Budgeting
  • Bills Management
  • Payment Gateway
  • Reports
  • Alerts

MoneyWiz pricing model : Monthly,Yearly

MoneyWiz is Online Software.

No

MoneyWiz offers Online (Ticket) support.

MoneyWiz provides Help Guides,Blogs,Video Guides for the software training.