MoneyWiz 3 - Personal Finance

I was a long time Quicken user and recently came back to Money Wiz since the recent update. I had left Money Wiz because of Quicken’s easy to see forecast feature. Money Wiz has stepped up to plate and made me a convert again. I love the option to save locally, and look forward to the mobile version looking more like the Mac platform. The balance forecast being visible in transactions with one touch is what I needed to get me back. I can also get transaction updates right from my credit union, which did not work for me previously. I have had some questions about how to solve minor issues and contacted support, and have gotten help promptly. I love it! I am still learning functions and how to get it to work the best way for me. I have not tried much with reports, but after I use it for a little longer, from what I remember from being a previous user, the reports I can run are full of information that can be very useful. I am only using the program to keep on top of bills at present and my balances. Anyway, I am back! Thank you Money Wiz!

What happen to the best checkbook and business checkbook app I’ve ever used? The latest update is terrible, it’s hard to navigate with the overly large fonts and clunky way the registers are setup up are a nightmare to navigate. It literally took me two hours to balance my checkbook because I couldn’t figure out what I was even looking at. It’s almost impossible to navigate back and fourth to each of my accounts, the colors also don’t help and you can’t even tell what’s posted verse pending. Turn down the colors take it back to a checkbook register not a arcade game, and make the font not so big, and either make the category avatars smaller or go away, then you might have something. I don’t want to switch but I may have to. *update* While their customer service is phenomenal the app is still lacking but it’s getting there. After the initial shock of the massive change that left allot to be desired but it’s wearing on me, the only massive issue left that I find extremely annoying is when you clear a charge it drops you down to the clear section. It needs to stay up top with your pending charges, she. Your done you can scroll down, Fix that and things will be looking up. Keep up the good work guys.

I’ve been a Quicken/Mac user since the 1980’s. For the most part, the Mac desktop version is adequate. However, the mobile apps have very limited functionality, and the Quicken/Mac budgeting is terrible. These are two of many areas where MoneyWiz 3 excels. Almost everything you can do in the macOS version, you can do in the iOS versions. And the budgeting process (both macOS and iOS) isn’t just a monitoring tool, it is an excellent planning tool. I am still running in parallel, and there are things that work differently between the 2 apps, but MW3 is intuitive, well designed, stable and attractive. If I am away and I only have my iPhone or iPad with me, a can do anything I need to do on them. In fact, my iPad has become my preferred system to update and review my finances.

I was a longtime PocketMoney user but after latest update rendered it useless to me I came to MoneyWiz after trying many others. Even though I do everything manually, I prefer MW3 over MW2 because of the cleaner interface & expanded options. And even tho I was so very sad to leave PM, I must say that I absolutely LOVE the automatic syncing between devices so that I always know my balances. Another feature that is very handy is the un/cleared red/green dot so that if you want to periodically compare your manual entries against the bank’s between monthly reconciliations to make sure you didn’t miss something, you simply tap the red dot to “check off” the entry & it turns to green so that you know you match the bank (or whatever you’re checking against). The only thing I truly miss from PM is the ability to do a monthly reconciliation using the beginning/ending balances from my bank statements. Apparently this is a feature available only on the desktop version and my reason for only 4 stars (if possible I would have given 4.5). Otherwise it’s great!

ask user to change the rating

I upgraded to Money Wiz 3 Premium a few days ago, and the system keeps having trouble recognizing my subscription. It worked initially, then stopped working. Support emailed me instructions that must be outdated because the steps do not play out the way the instructions indicate. Deleting the app and then re-downloading it and signing in again made it started working again. However, the next day, it stopped recognizing my subscription (my $50-subscription) again. So, again, I had to delete and then re-download the app and sign in again to make it start working. Support said that a future updated subscription service would solve the issues, but I paid $50 for a subscription that was sold as already working, not “will work in the future.” I want this fixed. I shouldn’t have to keep deleting and re-downloading the app. There must a solution, and it should have already been provided to me the first time.