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Personal finance for Mac, iPad, iPhone and Apple Watch

Make room for
the life you want.

Connect accounts around the world. Track everyday spending and investments. Plan what comes next—with MoneyWiz on your Apple devices.

Free download · Explore with sample data before adding your own

Real app screens with sample data. Select a device to enlarge it.

See the app

See where you stand.
Then what’s next.

Real MoneyWiz screens with sample data. Pick a view to look inside.

01 / 05

The whole picture, finally.

Bring your checking, savings, credit cards and other accounts into one clear view. See what you have, what you owe and how it all adds up.

More about accounts

Why MoneyWiz

More of your finances.
Fewer separate tools.

Compare all features

Connect more of your life

Banks worldwide. Manual accounts, too.

Three bank-data providers and Apple Wallet support on iOS give you more ways to bring your money in. Keep manual accounts alongside connected ones, and bring your history from other software.

  • 3 bank-data providers
  • Apple Wallet on iOS
  • Manual accounts
  • File imports
Explore bank connections

Go beyond everyday banking

Investments beside everyday money.

Stocks, crypto and forex belong beside your spending and savings. Detailed reports, forecasting and UK HMRC reporting with Premium give you room to handle more of your financial life.

  • Stocks
  • Crypto
  • Forex
  • Forecasts
  • UK HMRC reporting
See investment tracking

Ask more of your money

Your finances, in conversation.

Explore your finances with the built-in AI assistant. Or, on Mac, connect a compatible AI app you already use through Mac AI Connections. Two ways to turn a question into a clearer next step.

  • WizAI
  • Mac AI Connections (MCP)
Meet WizAI

iPhone Duo

Closed, it’s your phone.
Open, it’s a workspace.

Fold it shut for a quick look at a report. Unfold it and MoneyWiz spreads out, with your sidebar on one side and the details on the other.

Real app screens with sample data.

Closed
Open

Financial forecast

Pick a day ahead.
See your forecast.

Press and hold a future date on the bills calendar. MoneyWiz starts from today’s balances, adds every scheduled bill, paycheck and transfer up to that day, and shows where each account will stand.

Scheduled items without an amount aren’t counted. Real app screens with sample data.

1. Hold a dateon the bills calendar
2. See the forecastfor every account

MoneyWiz on Apple Watch

A quick glance.
Then back to your day.

Check an account balance or see how a budget is doing, right on your wrist. For the bigger picture, pick up your iPhone, iPad or Mac.

Download for Mac, iPhone and iPad

Apple Watch works with MoneyWiz on iPhone. Sample data.

Account balances
Budget progress

Across your devices

Same records. Every screen.

iCloud sync keeps your MoneyWiz data across your Mac, iPhone and iPad. Share a database with someone you plan with, when you choose to.

Sync & sharing

Bring your history

Start fresh. Keep your records.

Move from another app with a supported CSV, QIF, OFX, QFX or MT940 export. Check one account before moving the rest.

How to switch

Before you start

Good questions.
Clear answers.

All questions

Does MoneyWiz work on Mac, iPhone and iPad?

Yes. MoneyWiz is available for Mac, iPhone and iPad. Visit the App Store for current device and operating-system requirements.

Do I need to connect my bank?

No. You can manage accounts manually or import financial files. Automatic bank connections are available with Premium for supported institutions.

Can I bring data from another finance app?

MoneyWiz supports CSV, QIF, OFX, QFX and MT940 imports. Export a supported file from your previous app, then follow the import guide. The information included depends on your source file.

Can I try it before subscribing?

You can explore MoneyWiz with demo data. The App Store and the app show the trial and subscription options available to you.

Your money.
The whole picture.

MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.

Read reviews on the App Store ↗

MoneyWiz screenshot

Turn your phone sideways for a larger view.