MoneyWiz
MoneyWiz: A broad Apple-focused finance app with free entry and paid bank synchronization. Ranked #21 of 181 in Personal Finance Software by our editors (7.2/10); pricing: Free plan · 7-day trial; best for high-coverage bank syncing on Apple devices.
At a glance
- Editor score7.2 / 10
- PricingFree plan · 7-day trial
- Best forHigh-coverage bank syncing on Apple devices
- Free planYes
- Paid from$29.99/yr
- Net-worth trackingYes
- Facts checked19 Sep 2026
Where it wins
- Connects to over 40,000 banks for automatic synchronization
- Combines budgets, bills, goals, investments, and net-worth tracking
- Supports imports, reports, exports, and cloud sync across devices
Where it doesn't
- Paid bank synchronization starts at $29.99 per year
- Platform support is limited to iOS and macOS
- Advanced bank syncing is reserved for Premium
Our verdict on MoneyWiz
MoneyWiz is personal finance software for individuals managing bank accounts, loans, savings, investments, budgets, bills, and subscriptions. It combines automatic bank connections with manual account and transaction entry, making it suitable for people who want one place to organize both synced and manually recorded finances. Its Apple focus covers iPhone, iPad, and Mac, with cloud synchronization available across supported devices.
The feature set is broad for a personal finance product. Users can create budgets and savings goals, including envelope budgets, track recurring and one-time bills with calendar forecasting, and monitor net worth and investments. Financial data can be imported from CSV, QIF, OFX, QFX, and MT940 files. Reports support CSV and PDF export, while Apple Wallet is listed as an integration. This range suits users who need more than basic expense tracking, particularly those combining everyday budgeting with longer-term financial views.
MoneyWiz uses a freemium model with a free plan and a 7-day free trial. Standard costs $29.99 per year and adds cloud sync, free updates with new features, and email and chat support. Premium costs $59.99 per year or $5.99 per month and adds bank synchronization with over 40,000 banks, along with cloud sync, updates, and priority email and chat support. Choose MoneyWiz if you use Apple devices and want extensive account coverage alongside budgeting, bills, investments, and reporting. It is less suitable for people who need platforms beyond iOS and macOS or want bank synchronization without a paid plan.
Your product? Our editors can test MoneyWiz in depth and publish a review, labelled as paid · from $149/mo →
MoneyWiz pricing
All 2 MoneyWiz plans and prices →
MoneyWiz fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $29.99/yr |
| Budgeting tools | Yes |
| Bill tracking | Yes |
| Net-worth tracking | Yes |
| Account sync | Both |
| Report export | Yes |
| Mobile apps | Ios |
| Free trial | 7 days |
| Deployment | Mobile, Desktop |
| Platforms | iOS, macOS |
| Integrations | 2 integrations: 40,000+ bank connections, Apple Wallet |
| Pricing | Free plan · 7-day trial (source) |
| Website | wiz.money |
| Facts checked | 19 Sep 2026 |
MoneyWiz integrations
MoneyWiz lists 2 integrations on its own site.
- 40,000+ bank connections
- Apple Wallet
Alternatives to MoneyWiz
- QuickenA mature all-around finance suite with broad tracking, reporting, and account-update tools.9.3
- SoFiA broad free toolkit for budgeting, account tracking, credit monitoring, and financial guidance.9.2
- GnuCashA capable free desktop ledger for detailed accounting, budgeting, and investments.9.1
See all MoneyWiz alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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