Money management application
1/5
MoneyWiz is a financial services program that can sync your bank statements across multiple devices. It can manage your bank accounts, stocks, budgets and accounts using machine learning features and behavior prediction algorithms. You will be able to see your overall financial status on multiple devices; you can use MoneyWiz on Windows devices running Windows 8 or 10, as well as MacOS, Android and iOS devices. This will allow you to control your accounts anywhere, anytime. Its most notable feature is to create graphs and charts based on your budget or income sources, giving you an idea of your financial capabilities or spending gaps.
Functions
At startup, you can choose from two account modes: automatic sync and manual transaction. MoneyWiz automated accounts connect to your online banking accounts. Manual transactions collect data from CSV, QIF, OFX, QFX and MT940 files. You can also select account types in manual account mode. You can choose from seven accounts: current, credit, savings, credit, cash, investment and Forex/Crypto. They will monitor not only your debit and credit accounts, but also your illiquid assets.
If you have an investment and Forex account, MoneyWiz will display 3 charts: investments, holdings and trades. Each chart gives a detailed report of your stocks and transactions. Below the investment chart, you will see detailed information about your shares. This includes the cash in your portfolio, the market value of your securities, and the difference between the current price and the starting price of your portfolio.
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You can change parts of your account, such as the account name, opening balance, connect or disconnect from online banking, etc. The quickest way to view editing options is to double-click the account name. What you can’t edit are account types. For example, you cannot convert your savings into cash. Instead, simply transfer the amount from your savings to cash.
Comprehensive finance software
MoneyWiz has many features to help you manage your finances. It can be used by users with different financial capabilities; users who depend on paychecks can use it to manage their income and expenses, and those with multiple income-generating assets can see how their investments are performing at any given time.