I love the option to save locally, and look forward to the mobile version looking more like the Mac platform. Money Wiz has stepped up to plate and made me a convert again. I had left Money Wiz because of Quicken’s easy to see forecast feature. I was a long time Quicken user and recently came back to Money Wiz since the recent update. Recent and previous user star star star star starĬindyMKuehn's Review of Moneywiz 3 Reviewed on 8/28/19 1:50 PM One suggestion: if this could automatically populate Apple Pay receipts when I hit new transaction, that would be spectacular (and I would start using Apple Pay constantly rather than just sometimes). The + sign in the upper right of the iPhone accounts screen would work better as a new transaction button. I now check each time to make sure I’m in the right screen. I also spent a few days entering all my new transactions as recurring without realizing it. Even if I could just turn off the sorting option when clearing I would be content. I agree with a few other people on the sorting - when moving something out of pending, I want my view to stay up top with the other pending items, since I’m usually balancing those when I mark something as cleared.
The new version took a bit of adjustment, but I’ve grown accustomed to it.Ī couple of quirks that make this more of a 4.5 for me (I rounded up): RGH & LGH's Review of Moneywiz 3 Reviewed on 8/28/19 1:50 PMīeen with MoneyWiz since version 1, and still enjoying it greatly. Still a Great App star star star star star But, suffice to say, MoneyWiz is worth it. I could list a few more things I like about MoneyWiz, like the tagging transaction feature, auto entering certain data based on past activity etc. You can schedule all future transactions whether recurring or not, even those that will be automatically paid and/or automatically downloaded.
MONEYWIZ 2 VS MONEYWIZ 3 MANUAL
You can create as many other manual accounts, as/if you wish, and group them as/if you wish, for a complete picture of your financial net worth.Ĩ. It’s not all just connecting checking, investment and credit card accounts for automatic downloads.
MONEYWIZ 2 VS MONEYWIZ 3 PDF
You can attach a photo or pdf file to each transaction.ħ. Everything, whether imported manually or downloaded automatically can be edited with additional information, if necessary.Ħ. Fortunately, there’s very detailed instruction articles in their website.ĥ. But, it’s important to understand how MoneyWiz handles imported transactions, and the limitations. Importing historical transactions is slick and intuitive.
During my MoneyWiz testing, support has been outstanding! I don’t have to wait days to get a response, most times it’s less than a day.Ĥ. What happens on one happens on the other, within a minute?ģ. It supports and Sync’s seamlessly with the Windows desktop MoneyWiz app. I don’t even have to initiate the download.Ģ. It connects to all my financial accounts and downloads all activity automatically. MoneyWiz3 is, by far, the best I’ve tested. Why? Because I’ve tried and tested more than I care to admit. When it comes to personal finance software/apps, I’m a hard sell. LTC (loves to cook)'s Review of Moneywiz 3 Reviewed on 8/28/19 1:50 PM
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