MoneyWiz 2022 - 个人财务

MoneyWiz 2022 - 个人财务

Account, Funds, and Bill Tracker

Creator
SILVERWIZ LLC
平台
iOS
财务商务APP

MoneyWiz 是一款专业个人财务管理应用,支持管理日常账户、贷款、投资及加密货币。通过直接连接全球数万家银行,自动同步交易并智能分类;具备256位端到端加密保障数据安全,支持跨设备云同步与多格式数据导入。提供预算规划、账单提醒、30多种财务分析及货币汇率实时刷新功能,助力用户全方位掌控财务状况,实现井井有条的个人理财管理。

COMMUNITY PERKSMergeek 社区专属福利
独家限免 NEW每天发现一份惊喜
PRODUCT SCREENS / 10

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Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz. MoneyWiz is the only personal finance app that can help you manage every aspect of your finances.
AT A GLANCE
+ Tracking for bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto;
+ Automatic download of new transactions through direct connections to your banks;
+ Cloud backup and automatic sync across your iPhones, iPads and Macs;
+ Advanced import features, so you can quickly move your data from other apps;
+ Military grade data security with 256bit end-to-end encryption;
+ Extensive tutorials and built-in support chat with a real humans!

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Check our extensive features today!

CONNECTED BANK ACCOUNTS
+ 40,000 banks in 55 countries via 3 data providers
+ Apple Wallet integration (via iOS)
+ Automatic detection of Transfers and Refunds
+ Automatic categorization with AI and learning
+ Get notifications for every new transaction
MANUAL ACCOUNTS
+ Track manually if connected bank accounts is not for you
+ Complete control over your transaction entry form
+ Post transactions in connected accounts too
+ Import OFX, QIF, CSV and MT940
ALL ACCOUNTS
+ Group accounts any way you want
+ Bulk edit
+ Reconcile against bank statements
+ Custom account icons
+ Multi-currency support with automatic refresh of currency rates
+ Archive old accounts
INVESTMENTS
+ Support for all your stock market investments, including stocks, options, bonds and more
+ Unmatched support for Crypto and Forex investments for a personal finance app
+ Handling for investments pre-IPO and pre-ICO
BUDGETS & GOALS
+ Versatile budgeting tools for various styles, including envelope budgeting
+ Group budgets anyway you want
+ Real time progress indicators
BILLS & SUBSCRIPTIONS
+ Get alerted when it's time to pay or get paid
+ Never forget a payment again
+ Tap on the calendar for instant Forecast based on your scheduled payments
REPORTS
+ Analyz…

版本

2026.42.1

* Optimized for iPhone Duo, folded and unfolded.
* New on Mac: connect Claude, Codex, ChatGPT, Cursor, or any other MCP-compatible app in Preferences so it can read your open MoneyWiz database, with one-click setup.
* Add transactions from Shortcuts, with optional category and tag pickers, including subcategories.
* Rebuilt bank reconciliation: matches transactions one to one even when posting is delayed, lets you fix several at once, and labels local-only entries more clearly.
* Redesigned P&L reports.
* New option to keep syncing with older versions of MoneyWiz, for devices that can't update (MoneyWiz Cloud only)
* Optional monospaced font for amounts in the transactions list, on by default.
* Faster forecast reports.
* Fixes for reconciliation filters after Bulk Edit, calendar transfer dates, Shortcuts balance refresh, imported payee names, Watch categories, and split scheduled payments.

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