MoneyWiz

MoneyWiz is a personal finance and accounting software brand developed by SILVERWIZ LLC. Its app combines the accessibility of personal finance tools with features for detailed money management, serving beginners and experienced users alike. Available across desktop and mobile, MoneyWiz helps individuals and small-business users organize accounts, balances and transactions in one place.

Users can connect to more than 40,000 banks in over 50 countries through four data providers, or track finances manually. Bank syncing can automatically categorize transactions, identify transfers and refunds, and reconcile accounts. The software also supports importing financial records from formats including CSV, QIF, OFX, QFX and MT940, along with receipt attachments and customizable transaction fields.

MoneyWiz provides income- and expense-based budgets, recurring and one-time bill tracking, calendar forecasts, and more than 30 financial reports. Reports can be exported, shared or printed. The service works offline and syncs automatically when online, with encrypted data transfer and storage. MoneyWiz 2025 adds new features and support for current Apple platforms and Apple Wallet.