Manage your finances with MoneyWiz for iPad [Giveaway]

MoneyWiz is a finance manager for the iPad. It just received a big update which includes French and Spanish translations, a Net Worth feature, financial forecasts, smart auto-completers, and the ability to manage Payees.

I am terrible when it comes to managing my finances and I keep telling myself that I'm going to get disciplined with it. When I do, I will likely use MoneyWiz to help. The UI is amazing - it's packed with so many features, yet doesn't feel cluttered.

MoneyWiz is a sophisticated personal finance manager for the iPad. It's the one app that has it all: scheduled & recurring transactions, budgets, accounts, reports, sync, payees, custom categories, smart in-app help, multi-currency support and 100+ more features.

  • Unmatched ease of use
  • Advanced Accounting, Budgeting and Planning
  • Syncs all your data with our free cloud service - Sync Everything! ®
  • Interactive reports, Net Worth and Financial Forecasting

Update includes:

  • Ability to configure credit accounts to show either available balance or used credit (all existing users- you can modify it for existing credit accounts too)
  • Financial forecast/projection for any date in the future, based on your account’s current balance and scheduled expenses & incomes - just go to the calendar, in Scheduled, and tap & hold on any date in the future, and the projection will appear
  • Net Worth - scroll up the list of accounts, and you'll see your Net Worth (it's hidden above the first account in the list). Net Worth is also visible in Reports (on the bottom of the screen)
  • Ability to manage Payees (via Settings), and assign Payee to a transaction (with auto-complete and auto-create)
  • The transaction's description field now supports auto-completion
  • New report added - Report by Payees
  • Ability to filter transactions by predefined periods (like- Show me transactions from the last 30 days etc…)
  • Polish currency added (PLN - Polish zloty)
  • All transactions, now have a decimal part (even integers, have .00 at the end)
  • Online Help is now available via Settings -> About & Help
  • MasterCard Debit payment card was added to the list of cards (which you see on the second step of creating an account). The list was also re-arranged with the most popular cards being on top.
  • Spanish and French translation of the entire app
  • Accounts order & Budgets order in Settings are now merged into one section
  • Added more in-app help tips, that appear during use
  • Many UI tweaks
  • Critical bug fixes


The good folks at SilverWiz have given us 5 promo codes to giveaway to our awesome readers! For chance to win, let us know how many accounts you'd like to manage with MoneyWiz. Between checking, savings, and credit cards, I have five.

MoneyWiz is available on the iPad for $4.99.

[App Store link]

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Leanna Lofte

Former app and photography editor at iMore, Leanna has since moved on to other endeavors. Mother, wife, mathamagician, even though she no longer writes for iMore you can still follow her on Twitter @llofte.

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Reader comments

Manage your finances with MoneyWiz for iPad [Giveaway]


Nice looking App. I would use it to manage my finances across the board. From monitoring my checking, savings, and credit union accounts, to scheduling credit card payments along with my student loan payment.

I would use it for 8 credit cards 2 debit cards 3 checking accounts one savings account and a brokerage account. I need this !!!!
That doesn't even include my business accounts. Help me please

Wow, right now I am managing 2 checking accounts (personal and joint), 3 savings accounts (personal, joint, and investments), and 5 credit cards (I know that's too many but hey it's free money!). That doesn't include any other accounts like my 401K or Flex.

Nice looking app. I would like to try to monitor a checking, money market, credit union, 3 credit cards, 401(k), and a few mutual fund (a regular investment and a few IRAs) accounts. Can it do all that?

I think I have at least 20 different accounts to track and am always on the hunt for a better financial app for iOS!

I've been looking for a good money management app in the last week or so. I have 6 accounts to try and manage. I hope to get that knocked down to just two by paying off 4 credit cards in the next 6 months or so!

I need this LOL we have at least 10 accounts that I need to track. We are helping my wifes mother get a handle on her finances too so maybe I should another 5 to the total

I've only got a couple of accounts to use with this, but budgeting is the only thing that's ever allowed me to be able to afford luxuries like an iPad! I'd love to go full circle and manage the budget there!

I have two checking and two savings accounts. Looks like a nice app. My offshore bank accounts resulting from my "importing and exporting" business shall remain nameless and secret, for now.

Between my wife and I, we'd use the thing to track approximately 32 accounts. (Stuff like electricity bill included) Currently we just use small notepadesque documents that we copy from device to device as needed.

Nice looking interface! I would use it across the board to handle the finances for our family. Between my hubby and I we have 3 joint and 2 individual accounts, 2 credit cards (so happy the other 3 have been paid off), 2 student loans and a truckload of recurring household bills. So a minimum of 9, max of 15 or so? It would be so awesome to have everything in one place!

We have about 5 accounts. It would be awesome to move our budget to a more complete solution instead of using Excel.

Nice looking App. I would use it to monitor my finances across the board. Including checking, savings, and credit union accounts along with monitoring credit card and student loan payments. Would also use for budgeting purposes.

We have 14 accounts....banks, utility, shares etc...
Currently using BOA portfolio management site....moneywiz looks cool...and happy to try out and provide comparison with traditional banking apps...

I have 39 accounts I manager on my iPhone and iPad. Right now I currently use and their iPhone app and frankly I'm completely fed up with it. It's slow at loading and updating and it never syncs properly. I'm reading to pull the skin off of my head in frustration (can't pull my hair out because I'm already bald). Would love to win to win one of the giveaway's for the MoneyWiz iPad app. Looks like a great GUI!

Six accounts. I've opened up my own small home computer business and God knows I could use something with this to work with my SquareUp account(s)!

Wow this looks like a wonderful app. I manage the househodl finances so that means my wife and mine. That equals 5 credit cards, 3 bank accounts and numerous bills. The free trial will allow me to pay some of those bills :)

I have a business that would be able to utilize this app. I could use this to manage the finances while on the go. This app is great.

I need this for 5 business and 4 personal accounts. It would be nice to have everything in one place!

I have probably over 15 accounts. If I win a promo code I could actually know for sure and keep myself out of trouble!

I'd love to try this out. I'd use it to manage 4-5 personal accounts and possibly a business account.

That looks like a really useful app. My wife runs a non-profit bakery and needs something like that to track everything.

I have 5 accounts. Did you know that SilverWiz is coming out with an app for Mac soon that will sync with the iPad app? That will be awesome!

This would enable me to manage finances and enhance the quality of life since being handicapped by illness.

I'm from the Philippines and am especially loving the multi-currency support as I have about 10 accounts including Peso and USD currency each.
Lovin' the forecast feature as well! I've tried a bunch of other finance apps and found none that has this feature! Can't wait for the QIF import/export update next so then I can integrate with Quicken in a breeze!
Keep it up...

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