I’d highly recommend this program to anyone looking to organize and simplify their personal finances. I’ve never had a problem with data integrity the system handles everything with complete accuracy and even provides reporting I need at year’s end to complete my tax return. I can even pay my bills from my phone if I need to, which is great when I do so much business travel. So if I’m at a restaurant, I can quickly and easily add that transaction directly from my phone to the program, eliminating the need to keep receipts until I’m back home at my computer. One of the best features of MoneyWiz for me is, it keeps data current on all my devices. Their support team is responsive and pleasant to work with. This Mac app is a product of SILVERWIZ LTD. The most recent installer that can be downloaded is 26 MB in size. The application lies within Business Tools, more precisely Finances. We cannot confirm if there is a free download of this app available. A quick e-mail to their support team restored my data for use with MoneyWiz 2 in a very short time (less than an hour). Download of MoneyWiz 2 2.3.11 for Mac was on the developers website when we last checked. I did accidentally load MoneyWiz 3 on my new Mac and ended up locking up my data. transaction screen, with the image already attached.Also in this update - the ability to set custom icons for investment holdings + bug fixes. This makes MoneyWiz 2 my pick over MoneyWiz 3. SilverWiz has released version 2.5 of MoneyWiz, the personal finance app that received good notices in our roundup in early 2016 (see Your Favorite Mac Personal Finance Apps, 29 February 2016). After 2 months of work we’ve designed a brand new Apple Watch app which we can improve on from here. I’m not a fan of the programs that connect directly to online bank and credit card accounts I prefer to manage my accounts with a program but actually pay everything through my banking system directly. It’s a great way to keep all your accounts and transactions organized and balanced and your bills paid on time. This means that you’ll only get duplicates as a result of this feature if there’s no match between Scheduled transaction details and Online Banking transaction – in that case, we suggest you disable this feature and skip the Scheduled transaction manually when it becomes due.I’ve been using MoneyWiz for years. ![]() Later when the transaction comes from Online Banking, MoneyWiz will check for duplicates before posting the online transaction using the same method which the Scheduled transaction used to check if the transaction was posted already. Automatically sync data across multiple devices Instant cash-flow forecast Budget monitoring & alerts Scheduled payment reminders. If it does not find any, it’ll execute the Scheduled transaction in order to make your balance correct. If it finds one, it’ll update it with fields from the Scheduled transaction (if necessary) and then skip the Scheduled transaction for the next period. If you enable this option when a Scheduled transaction becomes due, MoneyWiz will check if this transaction already exists (by looking for a transaction with exactly the same amount and a date within 3 days range, either way – to account for weekends). What you do not want, however, is duplicate transactions appearing in your Account register (the one from Scheduled transaction and the one from Online Banking). Auto-Skip (available in accounts connected to Online Banking): even with transactions being downloaded to your accounts automatically, it’s still good idea to create Scheduled transactions so that they can improve forecasting calculations.
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