← Browse apps

MoneyWiz 2026 Personal Finance

by SILVERWIZ LLC

Manage accounts, budgets and scheduled transactions, then export reports.

iOSMacFree with paid upgrades
Visit official website

What it does

Manage accounts, budgets and scheduled transactions, then export reports. Manual tracking is available free, while subscriptions enable cloud or bank syncing.

Pricing: is MoneyWiz 2026 Personal Finance free?

US App Store download: Free (USD), checked 2026-09-23. Includes free functionality with optional paid features or plans. Feature availability depends on the tier.

Screenshots

Developer-provided iOS screenshots.

MoneyWiz account list with balances and investments
MoneyWiz account list with balances and investments
MoneyWiz categorized monthly transaction history
MoneyWiz categorized monthly transaction history
MoneyWiz investment portfolio and performance chart
MoneyWiz investment portfolio and performance chart
MoneyWiz new-expense entry form
MoneyWiz new-expense entry form

Features

Connected bank transactions

Premium can download transactions from supported banks, detect transfers or refunds, categorize activity, and notify on new entries.

Developer’s App Store feature description (iOS)

Manual accounts and imports

Track accounts manually or import OFX, QIF, CSV, and MT940 files when direct connection is not desired.

Developer’s App Store feature description (iOS)

Investment and crypto tracking

Track stocks, options, bonds, pre-IPO holdings, cryptocurrency, and foreign-exchange investments.

Developer’s App Store feature description (iOS)

Budgets, goals, and bills

Create grouped budgets, follow real-time progress, schedule bills, and view a calendar forecast from planned payments.

Developer’s App Store feature description (iOS)

Custom reports and export

Build and save more than 30 reports, organize them into groups, and export PDF or CSV output.

Developer’s App Store feature description (iOS)

Sources & verification

Last verified: 23 September 2026. Features not listed here may be unverified.

Are you the developer? Claim this listing →