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On the recordRead 4 Oct 202621 facts
MoneyWiz
Plans and prices
PREMIUM
$5.99a month
Bank sync with over 40,000 banks · Cloud sync between devices · Free updates with new features · Priority support over email & chat
Read 4 Oct 2026 · wiz.money
PREMIUM
$59.99a year
Bank sync with over 40,000 banks · Cloud sync between devices · Free updates with new features · Priority support over email & chat
Read 4 Oct 2026 · wiz.money
STANDARD
$29.99a year
Cloud sync between devices · Free updates with new features · Support over email & chat · Up to 15 devices and two MoneyWiz Cloud accounts
Read 4 Oct 2026 · wiz.money
On the record
- Account sync
- bothwiz.money · read 19 Sep 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 · read 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 · read 4 Oct 2026
- Bill tracking
- Yeswiz.money · read 19 Sep 2026
- Budgeting tools
- Yeswiz.money · read 19 Sep 2026
- Budgets
- MoneyWiz supports income- and expense-based budgets with transaction detection, rebalancing, and progress views.wiz.money · read 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 · read 4 Oct 2026
- Device limit
- The maker says each subscription supports up to 15 devices and up to two MoneyWiz Cloud accounts.wiz.money · read 4 Oct 2026
- Import
- The maker says MoneyWiz imports financial data from CSV, QIF, OFX, QFX, and MT940 files.wiz.money · read 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 · read 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 · read 4 Oct 2026
- Mobile apps
- ioswiz.money · read 19 Sep 2026
- Net-worth tracking
- Yeswiz.money · read 19 Sep 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 · read 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 · read 4 Oct 2026
- Purpose
- MoneyWiz is a personal finance app for managing accounts, budgets, bills, investments, and other financial activity.wiz.money · read 4 Oct 2026
- Report export
- Yeswiz.money · read 19 Sep 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 · read 4 Oct 2026
