MoneyWiz 2025 Personal Finance 4+

Former iBank/Banktivity user of 10 years here. I recently had my banktivity software crash on me and become unusable and my software was outdated and obsolete. After reading all the poor reviews of Banktivities newest software I started looking for an alternative. At first glance of Moneywhiz 21 I was a little intimidated. It looked clean but complicated compared to what I was used to. Bankitivity used to pride itself on looking like Apples aesthetics. Thats what hooked me back in the day. I dowloaded the app and to my surprise it gives you the ability to try the app in demo mode before subscribing. I played with it for a week with a mockup of my account and budgets and man was I stoked about how simple and intuitive it is!! It also runs like a dream on my new iphone 13. Also when you open it on a Mac it looks identical to your phone. Layout, colors, etc. even the cloud sync is flawless. I remember Banktivity being so complicated and you never knew when a glitch would occur during sync and you'd have to wipe it out and start over. That happened several times back in the day. Get this app you wont regret it!!! Im actually excited about goals and budgets again! P.S. Im also a new Robinhood user and having your brokerage linked to Moneywhiz 21 is super slick. All of you finances all in one place.

Wow thank you so much for the compliments 🙏 Happy Thanksgiving! 🦃

I’ve been using MoneyWiz for years. I recently upgraded to MoneyWiz 3 so I could use it on my new PC, but was upset that the newer version separated my pending and cleared transactions. I found that to be confusing and emailed them to see if there was any way to integrate the two. They responded almost immediately that I could not do so in that version. They suggested that I get MoneyWiz 21, which is an annual subscription, but would allow me to integrate the two categories. Unfortunately, MoneyWiz 21 is only available in IOS, but I can use it on my phone and tablet, just not on my PC, and for me, that was the best choice. When I let them know that I wanted to switch, they immediately refunded my money and I went ahead and got MoneyWiz 21. So, their customer service is outstanding. I have never been able to keep track of my funds using a check register and I have found MoneyWiz to be totally reliable and I depend on it. I don’t use any of the fancier features like syncing with my bank. I don’t want to know what my bank thinks I have; I need to work off of what I will have when all my bills and pending transactions are paid! But if you are financially savvy (I’m not) there are tons of features that can help you track investments etc.

Thank you so much 😊

I love moneywiz 2020. My priorty was to use an app that downloads all my financial accounts and gives me a full picture of what i have and what is happening. There are a lot of services like this but none that function flawlessly. Quicken is slow and doesn't support all my bank accounts. Banktivity, personal capital, or Calrity Money also don't allow you to connec to all the banking and investment institutions--totally pointless for a financial app. Moneywiz offers three data aggregators, if one doesn't work for you, try the other. Finally, they have superb cutomer service. The response time to my emails and queries is so less than a few hours. sometimes within a few minutes. They care about the customer relationship. Be aware that there is no perfect financial app, because they all rely on another service to aggregate data from banking institutions. so their at the mercy of another provider, but they address any bugs or issues in connectivity immediately. i was able to get into al of my accounts (15 in cluding robinhood and webull) in a day or two. I tried all available apps and services, and this is the best hands down.

Thank you 🙏