![]() ![]() Speaking to them over email, I asked them about this and they explained that they actually had 4 designers working on 6 different designs. The reason for all this is that the MoneyWiz developers decided to use the same UI for the Mac version as they had for the iPad. Introducing MoneyWiz for MacĪs I mentioned at the top of the article, MoneyWiz for Mac is strikingly similar to the iPad version - so much so that if I took a screenshot of the Mac app and displayed it on an iPad, you might actually believe it is an iPad app. If you think about splitting the personal finance apps into “casual/simple” and “professional/powerful”, you’ll find MoneyWiz somewhere in between at the moment, but it is (by the intention of the developers) heading toward the powerful landscape, but with a design that is forgiving to those who are looking for something simple. But keep that in mind if you are coming from Quicken or a similarly advanced finance app, because if you were using some of Quicken’s more advanced features, MoneyWiz will be a little more restrictive to you. It certainly isn’t a very advanced finance or budget app, but for most people it should have everything they need - and that is exactly where I fall. I went into great detail with my MoneyWiz for iPad review and for the most part, what I said there is still relevant and with the Mac version too. It’s an app that lets you take care of your personal finance situation and has features to not only track expenses and incomes for all your accounts, but also set and track budgets, set up scheduled payments and then review everything in various reports. In many ways, the Mac app is identical to the iPad app, so this won’t be an in-depth review of the Mac app - rather it’ll be an overview of the MoneyWiz app and then some discussion on specifically the Mac App as well as the ‘Reports’ and the Sync service.įor those of you who are new to MoneyWiz, let me quickly give you the rundown of what the app does in general (this is pretty much applicable to all three versions of MoneyWiz). Today I’m back to have a look at the recently launched Mac version of MoneyWiz. This includes the cash in your portfolio, the market value of your securities, and the difference between your portfolio’s current and beginning price.I reviewed MoneyWiz for iPad back in late February and found it to be a really great personal finance app for the iPad. Beneath the Investment chart, you will see detailed information about your equities. Each chart gives an extensive report of your stocks and transactions. Should you have an Investment and Forex account, MoneyWiz will display 3 charts: Investment, Holdings, and Trades. These will not only track your debit and credit accounts but also your non-liquid assets. You can choose from seven accounts: Checking, Credit, Savings, Loan, Cash, Investment, and Forex/Crypto. You can also select account types through manual account mode. Manual transactions collect data from CSV, QIF, OFX, QFX, and MT940 files. Automated MoneyWiz accounts connect with your online banking accounts. ![]() FeaturesĪt launch, you can choose between two account modes: automatic sync and manual transaction. It’s most notable function is creating graphs and charts based on your budget or sources of income, giving you insight on financial opportunities or gaps in expenses. This will allow you to monitor your accounts anywhere, anytime. 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. It can manage your bank accounts, stocks, budgets and bills with machine learning functions and behavior prediction algorithms. MoneyWiz is a financial services program that can sync your bank statements on multiple devices. ![]()
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