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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Wally consolidates all your financial accounts, allowing you to understand, manage, and enhance your overall financial health. The process of linking your accounts to Wally is secured with end-to-end encryption and adheres to PCI standards, ISO 27001 certifications, and GDPR regulations. You can select flexible budget periods to effectively manage your monthly expenditures or to save for designated objectives. By establishing budgets, you can monitor your daily expenses across various categories such as groceries, entertainment, and household costs. Connect your savings, checking, credit card, and loan accounts to gain immediate insights into your spending behavior and cash flow trends. The application provides a summary of your recent expenditures, budget status, and forthcoming transactions, ensuring you have a comprehensive understanding of your finances at all times. You can view all your past and upcoming transactions, which are automatically organized in your calendar for easy reference. Additionally, Wally allows you to set up reminders for bills and other payments while also letting you create shopping lists for efficient planning. With these features, Wally empowers you to take control of your financial journey like never before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$4.99 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

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 No 
Windows No 
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 No 
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

Wally

Website

www.wally.me/

Product Features

Product Features

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