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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MoneyWiz logo
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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description 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. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. The tool also enables users to set up budgets and goals to meet personal finance goals. Read more iFinance is a finance management software that helps people to keep track of their income and spendings in a fast and convenient way. The software enables users to arrange transaction lists of all their financial resources, from debit account to credit card and cash, in order to monitor the spending habits of their own. It produces various charts and reports after analysing users’ finances and offers a detailed overview of their biggest spending areas as well. Another useful feature of the software is that it showcases the areas where there’s potential for savings and enables people to review their financial goals based on the particular metrics. iFinance is compatible with a variety of banking file formats like QIF, OFX, CSV or mt940 allowing users to import data and get a detailed overview of multiple transactions from a single place. Moreover, it keeps all the user devices up-to-date using iCloud or enhanced WiFi Sync feature. iFinance is available in a variety of popular languages spoken around the world, including English, German, French, Portuguese, Russian, Chinese and more. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $4.17.
  • Free Trial Not Available
  • Starts at $8.99.
SW Score & Breakdown

84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    71%

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    88%
  • Reviews
    60%
  • Momentum
    65%
  • Popularity
    67%

Features

Total Features
13 Features
8 Features
Common Features for All
    Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
    Bills Management Facility to add manage purchase bills and get reminded if bills are due
    Budgeting Prepares a plan to spend your money by balancing income and expenses.
    Expense Groups Allows to categorize or group the transactions with common attributes
    Financial Dashboard All in one dashboard that presents the financial performance.
    Investment Monitoring Monitors the performance of savings and investments
    Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
    Multi-Currency Enables payment and collection in multiple currencies.
    Payment Gateway Facilitates payments for bills, membership, donation, etc.
    Reports Comes with reporting capabilities and features custom pre-built reports
    Spend Tracker Tracks expense and spend patterns to make your finances manageable
    Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
    Transaction History Allows to verify or check all your historical transactions anytime
  • + 10 More - Show Less
    • Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task
      Bills Management Facility to add manage purchase bills and get reminded if bills are due
      Budgeting Prepares a plan to spend your money by balancing income and expenses.
      Expense Groups Allows to categorize or group the transactions with common attributes
      Financial Dashboard All in one dashboard that presents the financial performance.
      Investment Monitoring Monitors the performance of savings and investments
      Loan Management Keeps track all your debts, loans, interests and incorporate in your budget
      Multi-Currency Enables payment and collection in multiple currencies.
      Payment Gateway Facilitates payments for bills, membership, donation, etc.
      Reports Comes with reporting capabilities and features custom pre-built reports
      Spend Tracker Tracks expense and spend patterns to make your finances manageable
      Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report
      Transaction History Allows to verify or check all your historical transactions anytime
  • + 5 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Medium Business
    • Small Business
    • Individuals
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • Installed - Windows
    • Installed - Mac
    Modes of Support
    • Online
    • Online

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $4.17.
    • Free Trial Not Available
    • Starts at $8.99.
    Pricing Plans
    Monthly Plans Annual Plans

    Premium $4.17 $4.99 per month

    Standard $19.99 $19.99 per year

    MoneyWiz 3 (Pay once) Others

    MoneyWiz 3 (subscriber) Others

    iFinance 4 (Mac) $35.99 $35.99 One Time Payment

    iFinance 4 (iOS) $8.99 $8.99 One Time Payment

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots MoneyWiz 3.1 for Desktop (macOS and Windows)
    + 1 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 3 More

    Vendor information

    Company Details Located in: San Francisco, California Located in: Mainz, Germany
    Contact Details

    Not available

    https://wiz.money/

    +49 6131 4970 0

    https://www.syniumsoftware.com/ifinance

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