Sync: Connect multiple devices with SYNCbits - the cloud sync that does everything automatically - from sync, to conflicts resolution. iOS version also offers TouchID integration for devices that support it. Set PIN timeout for maximum comfort and auto-erase on 10 times wrong PIN for maximum security. Enable currencies, manage categories, set layout of the transactions list, enable POS style amounts entry, configure bill reminders and so much more. Settings: Configure MoneyWiz to fit your needs. Fill it with multiple widgets which you can re-arrange and configure. Dashboard: The dashboard is the one place to get a quick overview of your finances. It makes transaction entry as fast as it can be! Reports: Tons of reports will give you a perspective on your spendings and earnings, that you never had before! MoneyWiz also allows you to build custom reports based on what you want to know about your money. MoneyWiz will even set the proper payee! (* optional service, requires subscription) Transactions Entry: Entering transactions has never been so powerful! Customize what fields you want to use, configure settings for each field, use the pull-down gesture to save a transaction. Worldwide Online Banking: Connect your online banking into MoneyWiz, and all transactions will be downloaded and categorized automatically. Bills: Never forget a bill again! Browse all your bills in list or on calendar, see projections for any period with a single tap. Budgets: Set up budgets and MoneyWiz will automatically monitor your transactions and assign them to the proper budgets. Choose from variety of accounts: credit card, checking, savings, loan, cash, or online banking. Arrange them in groups, give them icons and decide which accounts count towards your Net Worth. Features Accounts: Have all your accounts in one place.
#Moneywiz 2 mac plus#
This includes the cash in your portfolio, the market value of your securities, and the difference between your portfolio’s current and beginning price.MoneyWiz can simplify your financial life by keeping all your accounts, budgets and bills in one place, plus powerful reports, worldwide online banking, and instant sync between all your devices! That’s MoneyWiz - powerful and beautiful finance software. Beneath the Investment chart, you will see detailed information about your equities. Each chart gives an extensive report of your stocks and transactions. Should you have an Investment and Forex account, MoneyWiz will display 3 charts: Investment, Holdings, and Trades. These will not only track your debit and credit accounts but also your non-liquid assets. You can choose from seven accounts: Checking, Credit, Savings, Loan, Cash, Investment, and Forex/Crypto.
#Moneywiz 2 mac manual#
You can also select account types through manual account mode. Manual transactions collect data from CSV, QIF, OFX, QFX, and MT940 files. Automated MoneyWiz accounts connect with your online banking accounts. FeaturesĪt launch, you can choose between two account modes: automatic sync and manual transaction. It’s most notable function is creating graphs and charts based on your budget or sources of income, giving you insight on financial opportunities or gaps in expenses. This will allow you to monitor your accounts anywhere, anytime.
#Moneywiz 2 mac windows 8#
You will be able to see your overall financial status on multiple devices you can use MoneyWiz on Windows devices running Windows 8 or 10 as well as macOS, Android, and iOS devices. It can manage your bank accounts, stocks, budgets and bills with machine learning functions and behavior prediction algorithms.
MoneyWiz is a financial services program that can sync your bank statements on multiple devices.
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