MoneyWiz 2026 Personal Finance
- 48 of 100 · reviews
- 4.6of 5 · store
- 2,115ratings on the App Store
- 455reviews read
An editorial reading of the saved reviews
The 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.
Screenshots
What people use it 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.
What reviews praise
- 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.
What reviews complain about
- 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.
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