Platforms: iPhone, iPad, iPod Touch, Apple iPhone OS
Categories: Finance
Upload date: 5 Jun 13
Developer: SilverWiz
License: Commercial
Price: 4.99 $
Downloads: 123
MoneyWiz - Personal Finance is a sophisticated, feature-rich, yet extremely easy to use personal finance manager, that allows you to manage your accounts, budgets, scheduled & recurring transactions. Featuring OFX/QIF import, interactive reports, data sync, multi-currency support and 100+ more features, SilverWiz is the most comprehensive personal finance solution out there.
EASE OF USE
Sophisticated design, intuitive interface and smart in-app help that guides you through the app, as you go, makes using SilverWiz a breeze.
All of our customers say they've never seen a product that easy to setup and use, and that feature-rich in the same time.
ACCOUNTS
SilverWiz currently supports 4 types of accounts: Savings, Checking, Credit/Debit Card and Cash account.
Accounts also provide:
• Ability to create, edit, delete and duplicate transactions
• Ability to enter income, expense and transfer transactions
• Reconcile an account
• Smart auto-completion when creating transactions
• Ability to assign payees to transactions
• Support for split payments
• Attach images to transactions
• Advanced searching, sorting and filtering of transactions
BUDGETS
Budgets help you track expenses in specific areas like food, entertainment, groceries , etc.
You can manage multiple budgets, from the following types:
• Recurring budgets, with any recurrence period you want
• One-time budgets, to help you plan events (like this dream trip to Hawaii for example)
Budgets also provide:
• Real-time statistics for spent vs. remaining money
• Alerts when a budget becomes low or exceeded
SCHEDULED & RECURRING
Plan your future expenses and incomes with scheduled and recurring transactions. Use them for your repeatable incomes and expenses. Some of the features are:
• Financial forecast for any date in the future
• Create transactions in the future (scheduled)
• Create transactions that repeat at some period (recurring)
• Browse transactions either in a list or in a calendar view
• Push notifications will alert you when a transaction becomes due
INTERACTIVE REPORTS
Reports will show where, when and how much you spend and get. Why interactive? Just try them out and you'll see...
SilverWiz currently has 6 graphical interactive reports:
• Account balance over time
• Budget balance over time
• Compare budgets
• Expenses breakdown by category
• Incomes breakdown by category
• Payees breakdown.
There's also a real time indication of your current Net Worth.
SYNC EVERYTHING!
Sync Everything! is our free cloud service, that allows you to keep your SilverWiz data synced and accurate on multiple devices. It's totally automatic once you enable it, and it's also a great way to keep all of your data backed up.
OFX/QIF Import
Our OFX and QIF files import allows you to import your bank statements into SilverWiz. All you have to do is login with a browser to your online banking, download the statements and give them to SilverWiz. You can also import your transactions history, categories and payees from other personal finance software.
MULTI CURRENCY
Multi-currency support is in the core of SilverWiz. You can create accounts, budgets and transactions into any world currency. You can even create foreign currency transactions into your local currency accounts, and SilverWiz will do the calculations for you. With auto-updated exchange rates, and the built-in currency converter, you will never have troubles working with different currencies.
SECURITY
Keeping your data private and secure is of upmost importance to us. That's why SilverWiz is one of the most secure personal finance managers out there.
PERSONAL CARE
Whether you have a question about SilverWiz or seek an advice how to better organize your finances, we're there for you. All our customers receive personal, fast and honest support from us.
What's New in This Release:
· Update 1.3.7 improves the iOS 6 support.
What's New in This Release:
· Stability improvements
What's New in 1.3.5:
· New Feature: End date of scheduled transactions
· New Feature: Skip for scheduled transactions
· New Feature: Import of transfer transactions with OFX and QIF
· New Feature: Auto-categorisation when importing with QIF and OFX
· Fixed running balance when transactions have same date and time
· Trends report now includes transfers from and to the selected accounts
· Fixed forecast report
· Fixed renaming of transfers
· Fixed scheduled transactions with amount less than 1
· Fixed sub-categories linking during import
· 60+ minor fixes and improvements
· Improvements to all translations
What's New in 1.3.5:
· CSV import
· Sync will no longer make MoneyWiz unresponsive while downloading large updates
· Proper support for decimals in all world currencies (for example, for JPY there will be no decimal part, for Arabic countries there will be 3 digits after the decimal part etc...)
· Payees will no longer be case sensitive. Existing payees that have the same name with just different upper/smaller case letters will be automatically merged.
· Sync on background (i.e. while MoneyWiz is on the background)
· ON/OFF toggles will now work with tapping (not just sliding as it used to be)
· The native network activity indicator (in the black top bar, where the hour is shown) will show when sync is in progress
· Improvements and bug fixes for the calculator and currency convertor
· Improved ability to work with paired wireless keyboard
· Improved OFX import
· Improved CSV export
· You can configure currencies to show symbols instead of currency codes...i.e. show $ instead of USD. /Configuration via Settings -> Currencies/
· Show running balance in the Forecast and Account Balance reports, if running balance is enabled
· QIF import will now recognise transactions split into several categories and create them properly
· Fixed glimpse of data when PIN is enabled
· Improved translations
· Ability to filter scheduled transactions by account, if you type in the account name into the search field
· Payees will no longer be case sensitive
· 90+ fixes and minor improvements
What's New in 1.3.3:
· Preparation of the database to work with MoneyWiz for Mac
· Added Traditional Chinese translation
· Improvements of the translations in all languages
· More than 30 bug fixes. Crash fixes. Major performance improvement for Statistics and Categories reports generation.
What's New in 1.3.2:
· This update fixes the migration crash issue on iOS 5.1 devices.
Like it? Share with your friends!
If you got an error while installing Themes, Software or Games, please, read FAQ.
Supported operating systems:
Apple iOS 10.x (iPad), Apple iOS 10.x (iPhone), Apple iOS 11.x (iPad), Apple iOS 12.x (iPad), Apple iOS 12.x (iPhone), Apple iOS 4.0.x (iPhone), Apple iOS 4.0.x (iPod Touch), Apple iOS 4.2.x (iPad), Apple iOS 4.2.x (iPhone), Apple iOS 4.2.x (iPod Touch), Apple iOS 4.3.x (iPad), Apple iOS 4.3.x (iPhone), Apple iOS 4.3.x (iPod Touch), Apple iOS 5.0 (iPad), Apple iOS 5.0 (iPhone), Apple iOS 5.0 (iPod Touch), Apple iOS 6.0 (iPad), Apple iOS 6.0 (iPhone), Apple iOS 6.0 (iPod Touch), Apple iOS 7.0 (iPad), Apple iOS 7.0 (iPhone), Apple iOS 7.0 (iPod Touch), Apple iOS 8.x (iPad), Apple iOS 8.x (iPhone), Apple iOS 8.x (iPod Touch), Apple iOS 9.x (iPad), Apple iOS 9.x (iPhone), Apple iOS 9.x (iPod Touch)
Similar Software:
My O2 My O2 for iPhone is an app designed to help make viewing the amount customers spend on their phones even easier
WebExpenses for iPhone/iPad WebExpenses for iPhone/iPad - WebExpenses is an expense management software for iPhone, iPad and iPod touch. It allows WebExpenses users to keep track of their expenses while on the go
Budget Planner Sync Budget Planner Sync - Extreme Budget Planner is a 12-in-1 easy to use budget tool
My Expenses Pro My Expenses Pro - Bills are constantly coming and money is tight especially during these hard economic times. That is why it is so important to keep track of our everyday expenses. We have created this great new application that will let you keep track of your bills in a convenient, quick and organized way so that you always have this information at hand for your convenience
Plendi (iPhone) Plendi (iPhone) - Plendi beats receipts.
Just take a photo of your receipt and we take care of the rest!
Use the Plendi mobile application to capture and send receipts to your Plendi account at plendi.com
No Data Entry - Snap and Forget
We do it all. Real people key the date, vendor, currency and total for each transaction
CoinKeeper for iPhone CoinKeeper for iPhone - CoinKeeper is a comprehensive budget management app for iPhone. It allows you to easily keep track of your expenses and see where your money goes. In addition, the program can remind you about upcoming bills and recurring transactions, set financial goals, and more
CarStat CarStat - No more little white book! Keep track of money spent on your cars from fuel to service items. CarStat can keep track of all your vehicles. Every time money is spent on your car, record it. CarStat can then provide information on miles per gallon, miles traveled, total cost of ownership, and other useful information
iSupermarket Expenses iSupermarket Expenses - iSupermarket Expenses is an easy to use application to keep track of your supermarket finances.
· Add/Edit or remove supermarket expenses.
· Available Categories: Meat, poultry, pork, fish, fruits, vegetables, non alcoholic/alcoholic beverages, personal care, house keeping and other
Extreme Budget Planner Extreme Budget Planner is a 12-in-1 easy to use budget tool. It is packed with a Balance Forecast system, Multiple Account handler, Bill Reminders with push notifications, Beautiful Charts, Tip Calculator, Loan Calculator, Mortgage calculator, Discount calculator, Sales Tax calculator, Multiple Budget Cycles, Filterable Data reports, Export capabilities, and much more
Energy Saver (Bulbs) Energy Saver (Bulbs) - If you ever wondered how much money you would save by replacing all your normal bulbs with energy saving bulbs this application is just made for you.
Enter all bulbs you have and you will get a easy to read report explaining how much money you would have to invest and how much money you will save per day, year or in ten years
Other Software by developer «SilverWiz»:
MoneyWiz MoneyWiz - SilverWiz is a sophisticated, feature-rich, yet extremely easy to use personal finance manager, that allows you to manage your accounts, budgets, scheduled & recurring transactions. Featuring OFX/QIF import, interactive reports, data sync, multi-currency support and 100+ more features, SilverWiz is the most comprehensive personal finance solution out there
MoneyWiz - Personal Finance for iPad MoneyWiz - Personal Finance for iPad - SilverWiz for iPad is a sophisticated, feature-rich, yet extremely easy to use personal finance manager, that allows you to manage your accounts, budgets, scheduled & recurring transactions
SilverWiz for iPad SilverWiz for iPad - SilverWiz for iPad is a sophisticated, feature-rich, yet extremely easy to use personal finance manager, that allows you to manage your accounts, budgets, scheduled & recurring transactions
