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Average Ratings 5 Ratings

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support

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

Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumen No 
BankTree No 
Bethpage Federal Credit Union No 
Checksoft Home & Business No 
Faithful Steward No 
HomeBank No 
Instant Check No 
Lead Commerce No 
MuniBilling No 
Neat No 
Ninth Wave No 
Polonious No 
QuickBooks Online Advanced No 
Sitehound No 
WebSelfStorage No 
Yooz No 
ezCheckPrinting No 

Integrations

Acumen Yes 
BankTree Yes 
Bethpage Federal Credit Union Yes 
Checksoft Home & Business Yes 
Faithful Steward Yes 
HomeBank Yes 
Instant Check Yes 
Lead Commerce Yes 
MuniBilling Yes 
Neat Yes 
Ninth Wave Yes 
Polonious Yes 
QuickBooks Online Advanced Yes 
Sitehound Yes 
WebSelfStorage Yes 
Yooz Yes 
ezCheckPrinting Yes 

Pricing Details

$4.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$29.99 per year
Different plans and versions available depending on what you need
Free Trial No 
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 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 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

Quicken

Country

United States

Website

www.quicken.com

Product Features

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

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