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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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!

Description

OpenBudget seamlessly links your banking and investment accounts with AI assistants like Claude and ChatGPT via MCP, allowing you to pose genuine questions regarding your finances and receive accurate answers. Once the connection is established, all transactions and holdings are synchronized automatically, enabling you to inquire about your spending habits, net worth, dividend income, or potential capital gains tax liabilities before selling assets, with Claude providing responses directly from your actual accounts rather than relying on estimates. This connection is strictly read-only, meaning OpenBudget can access your data but is unable to transfer funds, execute trades, or modify any details in your accounts. Additionally, it integrates with any AI client you currently utilize, ensuring you’re not confined to a single application to benefit from its features. This flexibility empowers users to make informed financial decisions while maintaining full control over their accounts.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ChatGPT No 
Claude No 
Cursor No 
Hermes 4 No 
Model Context Protocol (MCP) No 

Integrations

ChatGPT Yes 
Claude Yes 
Cursor Yes 
Hermes 4 Yes 
Model Context Protocol (MCP) Yes 

Pricing Details

$4.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$5/month
Free Trial Yes 
Free Version 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 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 Yes 
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

MoneyWiz

Country

United States

Website

www.wiz.money/

Vendor Details

Company Name

OpenBudget

Founded

2025

Country

United States

Website

www.openbudget.sh/

Product Features

Product Features

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