Average Ratings 1 Rating
Average Ratings 0 Ratings
Description
Consolidate all your financial accounts in one convenient location, allowing you to monitor your balances instantly, understand your spending patterns, and receive intelligent insights on savings potential for both individuals and families. Expand your financial oversight by managing joint accounts, checking accounts, credit cards, investments, ISAs, savings, and more—all within a single comprehensive money dashboard. Gain a thorough categorized analysis of your income, expenses, and investments, ensuring you stay ahead of unexpected subscriptions. Enhance your financial habits with AI-driven alerts that inform you about changes in your spending and optimal times to save additional funds. Whether you're planning for a new baby, welcoming a pet, or purchasing a home with your partner, rest easy knowing your finances are optimized for you and your family’s needs. For far too long, effective money management tools have been predominantly available to the affluent. That’s why we created Lumio, with the conviction that personalized financial strategies should be accessible to everyone, no matter their financial situation. By providing these resources, we empower individuals from all walks of life to achieve their financial goals.
Description
MoneyWiz stands out from typical finance applications by offering a rich array of features tailored for advanced users while remaining user-friendly for novices. Rather than dictating how to handle your finances, it provides the flexibility to manage your money in a way that suits your individual preferences! Capable of functioning offline, it seamlessly syncs your data once you're back online. With robust 256-bit military-grade encryption ensuring the security of both data transfer and storage, your information is safe and sound! Whether you wish to import data from another financial app, link directly to your bank accounts, or take a manual approach, MoneyWiz accommodates all your needs! By helping you track your spending, it makes it easy to hit your savings targets. Additionally, MoneyWiz features budgets based on income and expenses, with the smart ability to automatically categorize and tag new transactions. You can adjust your budgets effortlessly by reallocating funds as needed, and the integrated budget progress view provides a clear comparison of your current status against your goals, making financial management more transparent. Ultimately, MoneyWiz empowers you to take control of your financial journey with confidence and ease!
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$4.80 per month
Free Trial
No
Free Version
Yes
Pricing Details
$4.99 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Lumio
Founded
2017
Country
United Kingdom
Website
www.lumio-app.com
Vendor Details
Company Name
MoneyWiz
Country
United States
Website
www.wiz.money/
Product Features
Budgeting
"What If" Scenarios
No
Asset Planning
No
Balance Sheet
No
Capital Asset Planning
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Project Budgeting
No
Run Rate Tracking
No
Version Control
No