MoneyWiz 2026 Personal Finance
authentic ratingThe most feature-complete tool in the category: budgets, accounts, forecasts, reports, CSV/QIF import, and multi-platform support. But Plaid sync is unreliable for many banks, and several updates have caused complete data loss or incorrect balances.
48real score
4.57store star
2,115ratings
About the rating
Long-term users describe specific problems with specific versions and specific banks. There are detailed comparisons to Quicken, iBank, and MoneyDance. these are not bot texts. Sync complaints match across independent reviewers.
Strengths
What users love
- Tabular transaction view with bulk editing. like Quicken. Cross-device sync via a proprietary server has worked for many users for years. Detailed reports and budgets with manual entry available without bank connection.
Weak spots
What users hate
- Bank connections via Plaid break for extended periods. Amounts do not match statements. Several updates deleted entered data with no recovery option. A high onboarding threshold during setup.
Who it is for
Users migrating from Quicken or iBank who are willing to invest time in complex initial setup in exchange for a complete financial picture across all devices.
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