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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
- 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
- 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
- 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
- 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
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Key Features of MoneyWiz
Key Features:
Key Specification
| Other Categories: | Personal Finance Software Financial CRM Software Financial Risk Management Software Financial Close Software Personal Finance Software For Free Personal Finance Software For PC Financial Analysis Software Loan Origination Software Staffing Software Financial wellness software Loan Management software |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses MoneyWiz
SMEs
Company Details
| Company Name: | MoneyWiz |
|---|---|
| Headquarter: | San Francisco, California United States |
| Social Media: |
Most Popular Software
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MoneyWiz Video/Screenshots
User Reviews
Frequently Asked Questions (FAQs)
The user group of MoneyWiz are as follows :
- SMEs
MoneyWiz has 4 plans,
- Premium USD 4.99 /Month
- Standard USD 19.99 /Year
- MoneyWiz 3 (Pay once) USD 0.00
- MoneyWiz 3 (subscriber) USD 0.00
MoneyWiz is not allowing Free Trial.
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 : Yearly,Monthly
MoneyWiz is Online Software.
No
MoneyWiz offers Online (Ticket) support.
MoneyWiz provides Help Guides,Video Guides,Blogs for the software training.
