Beschrijving
Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz 2021. MoneyWiz is the only personal finance app that can help you manage every aspect of your finances.
AT A GLANCE
+ Tracking for bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto;
+ Automatic download of new transactions through direct connections to your banks;
+ Cloud backup and automatic sync across your iPhones, iPads and Macs;
+ Advanced import features, so you can quickly move your data from other apps;
+ Military grade data security with 256bit end-to-end encryption;
+ Extensive tutorials and built-in support chat with a real humans!
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Check our extensive features today!
CONNECTED BANK ACCOUNTS
+ 40,000 banks in 55 countries via 4 data providers
+ Automatic detection of Transfers and Refunds
+ Automatic categorization with AI and learning
+ Get notifications for every new transaction
MANUAL ACCOUNTS
+ Track manually if connected bank accounts is not for you
+ Complete control over your transaction entry form
+ Post transactions in connected accounts too
+ Import OFX, QIF, CSV and MT940
ALL ACCOUNTS
+ Group accounts any way you want
+ Bulk edit
+ Reconcile against bank statements
+ Custom account icons
+ Multi-currency support with automatic refresh of currency rates
+ Archive old accounts
INVESTMENTS
+ Support for all your stock market investments, including stocks, options, bonds and more
+ Unmatched support for Crypto and Forex investments for a personal finance app
+ Handling for investments pre-IPO and pre-ICO
BUDGETS & GOALS
+ Versatile budgeting tools for various styles, including envelope budgeting
+ Group budgets anyway you want
+ Real time progress indicators
BILLS & SUBSCRIPTIONS
+ Get alerted when it's time to pay or get paid
+ Never forget a payment again
+ Tap on the calendar for instant Forecast based on your scheduled payments
REPORTS
+ Analyze your money with 30+ reports
+ Save reports for easy access in the future
+ Group reports any way you want
+ Export reports to PDF, CSV or print them
WEEKLY IMPROVEMENTS
Check out our version history and road map.
We deliver new improvements weekly, based on your feedback.
SUBSCRIPTION
We do not impose a limit on the number of accounts, budgets, regular or scheduled transactions you can create in MoneyWiz for free. However, you will need a subscription to enable certain features:
+ Premium subscription ($4.99/month or $49.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
+ Standard subscription ($19.99/year) enables multi-device sync with a MoneyWiz Cloud account
Your subscriptions will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings.
LINKS
Roadmap: https://wiz.money/roadmap
Privacy Policy: https://wiz.money/privacy/
Terms of Use: https://wiz.money/toc
Wat is nieuw in versie 2021.36.2
* New Settings menu - "List of Transactions". Configure the appearance & behavior of the list of transactions.
* Ability to include transfers transactions in the calculation you see for balance/total income/total expense per period, in each account. You can enable/disable this in Settings / List of Transactions.
* Ability to filter transactions by individual status - cleared, pending, upcoming. For instance if you only want to see pending transactions - now you can. Just go to any account and tap the filters button in the search bar
* Removed Settings button from the bottom navigation bar and moved it to the top bar.
* In the list of Accounts you will now see a new small info widget - "Today". This will show you how much your net worth changed today, including all types of transactions and investments price movements.
* In the list of Budgets you will now see a new small info widget - "Daily allowance" which will show you your total daily allowed spending for all budgets combined.
* Ability to enable/disable "Pre/post market updates" for investment accounts. This feature is only available for USD based investment accounts for customers on the Premium subscription. Customers on the Standard subscription or the free version will not be able to enable pre/post market hours price updates.
* BillShark integration, available for US based customers. MoneyWiz will compare your scheduled transactions's payees against a locally stored list of supported merchants and if it finds a match it will offer you the option to negotiate that bill down, via BillShark. We don't share any information with BillShark unless you decide to use their bill negotiation service via MoneyWiz. If you decide to use it, we will only share the payee name and your email.
* When you edit a pending transaction that came from online banking, the transaction will now remain pending even after your edit.
* Added 2 new periods for the investment accounts charts - 2Y and 5Y.
* In the accounts section, tap & hold (on Mac - right click) on the net worth at top, to show/hide your net worth and the mini info cards (liabilities, cash and today's net worth change)
* Push notifications should now lead to the appropriate place in MoneyWiz
* Minor visual improvements to both MoneyWiz and its widgets
* Bug fixes
If you enjoy MoneyWiz and the frequent updates, please consider leaving a review on the AppStore.
For any feedback, please email us at hello@wiz.money
Thank you!
