MoneyWiz
API—OSS—FREE—DOCS4/5
MO6.8#24 of 181
—Web—WindowsoutMac—Linux—AndroidoutiOS
Ranked in Personal Finance Software ·Free trial· paid from $2.50/mo
About
MoneyWiz is ranked #24 of 181 in personal finance software on Inferse. It runs on iOS, macOS. A free trial is offered. Paid plans start at $2.50/mo.
Compared on personal finance software
Facts
- Purpose
- MoneyWiz is a personal finance app for managing accounts, budgets, bills, investments, and other financial activity.wiz.money · 4 Oct 2026
- Bank syncing
- The site says MoneyWiz connects to over 40,000 banks in more than 50 countries through four data providers and can categorize transactions, detect transfers and refunds, and reconcile automatically.wiz.money · 4 Oct 2026
- Offline use
- MoneyWiz works offline and syncs automatically when online, with the maker stating that data transfers and storage use 256-bit encryption.wiz.money · 4 Oct 2026
- Budgets
- MoneyWiz supports income- and expense-based budgets with transaction detection, rebalancing, and progress views.wiz.money · 4 Oct 2026
- Bills and forecasts
- The app tracks recurring and one-time expenses and income in a calendar and can forecast from a selected future date.wiz.money · 4 Oct 2026
- Reports
- MoneyWiz offers more than 30 reports, including net worth, cash flow, and profit and loss, which can be exported to CSV or PDF.wiz.money · 4 Oct 2026
- Import
- The maker says MoneyWiz imports financial data from CSV, QIF, OFX, QFX, and MT940 files.wiz.money · 4 Oct 2026
- Trial and demo
- The maker offers computer-generated demo data and a one-week trial after account signup.wiz.money · 4 Oct 2026
- Integrations
- The privacy policy identifies Plaid, Yodlee, and Salt Edge as online banking providers and says MoneyWiz does not store online banking credentials.wiz.money · 4 Oct 2026
- Privacy
- The privacy policy says MoneyWiz stores aggregated financial data locally and that SYNCbits uploads encrypted data for syncing between a user's devices.wiz.money · 4 Oct 2026
- Data retention and location
- The policy says SYNCbits servers are in the United States and inactive accounts with no data changes for a year are deleted.wiz.money · 4 Oct 2026
- Support
- The pricing page includes email and chat support with Standard and priority email and chat support with Premium.wiz.money · 4 Oct 2026
- Device limit
- The maker says each subscription supports up to 15 devices and up to two MoneyWiz Cloud accounts.wiz.money · 4 Oct 2026
- Maker and company
- The maker identifies the company as SILVERWIZ LLC and says the product is made in California; LinkedIn lists the company as founded in 2010 and headquartered in San Francisco, California.linkedin.com · 4 Oct 2026
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Where it ranks on Inferse
- Best Personal Finance Software in 2026#24 of 181
Sources
- wiz.money· checked 4 Oct 2026
- wiz.money/support/privacy-policy· checked 4 Oct 2026
- wiz.money/pricing· checked 4 Oct 2026
- linkedin.com/company/silverwiz· checked 4 Oct 2026