MoneyWiz
The facts below are what the maker publishes about MoneyWiz, checked and dated. Our editors have not written about it yet.
Plans and prices
From MoneyWiz's own pricing page, checked 4 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| PREMIUM | $5.99 a month | Bank sync with over 40,000 banks · Cloud sync between devices · Free updates with new features · Priority support over email & chat · Up to 15 devices and two MoneyWiz Cloud accounts · $5.99/month |
| STANDARD | $29.99 a year | Cloud sync between devices · Free updates with new features · Support over email & chat · Up to 15 devices and two MoneyWiz Cloud accounts · $29.99/year |
| PREMIUM | $59.99 a year | Bank sync with over 40,000 banks · Cloud sync between devices · Free updates with new features · Priority support over email & chat · Up to 15 devices and two MoneyWiz Cloud accounts · $59.99/year |
The facts
Each one read from MoneyWiz's own pages, with the date it was checked.
What it does
- Account sync
- bothchecked 19 Sep 2026
- Bank syncing
- The site says MoneyWiz connects to over 40,000 banks in more than 50 countries through four data providers and can categorize transactions, detect transfers and refunds, and reconcile automatically.checked 4 Oct 2026
- Bills and forecasts
- The app tracks recurring and one-time expenses and income in a calendar and can forecast from a selected future date.checked 4 Oct 2026
- Bill tracking
- Yeschecked 19 Sep 2026
- Budgeting tools
- Yeschecked 19 Sep 2026
- Budgets
- MoneyWiz supports income- and expense-based budgets with transaction detection, rebalancing, and progress views.checked 4 Oct 2026
- Data retention and location
- The policy says SYNCbits servers are in the United States and inactive accounts with no data changes for a year are deleted.checked 4 Oct 2026
- Import
- The maker says MoneyWiz imports financial data from CSV, QIF, OFX, QFX, and MT940 files.checked 4 Oct 2026
- Integrations
- The privacy policy identifies Plaid, Yodlee, and Salt Edge as online banking providers and says MoneyWiz does not store online banking credentials.checked 4 Oct 2026
- Net-worth tracking
- Yeschecked 19 Sep 2026
- Offline use
- MoneyWiz works offline and syncs automatically when online, with the maker stating that data transfers and storage use 256-bit encryption.checked 4 Oct 2026
- Privacy
- The privacy policy says MoneyWiz stores aggregated financial data locally and that SYNCbits uploads encrypted data for syncing between a user's devices.checked 4 Oct 2026
- Purpose
- MoneyWiz is a personal finance app for managing accounts, budgets, bills, investments, and other financial activity.checked 4 Oct 2026
- Report export
- Yeschecked 19 Sep 2026
- Reports
- MoneyWiz offers more than 30 reports, including net worth, cash flow, and profit and loss, which can be exported to CSV or PDF.checked 4 Oct 2026
- Support
- The pricing page includes email and chat support with Standard and priority email and chat support with Premium.checked 4 Oct 2026
Where it runs
- Device limit
- The maker says each subscription supports up to 15 devices and up to two MoneyWiz Cloud accounts.checked 4 Oct 2026
- Mobile apps
- ioschecked 19 Sep 2026
Money
- Free plan
- Yeschecked 19 Sep 2026
- Trial and demo
- The maker offers computer-generated demo data and a one-week trial after account signup.checked 4 Oct 2026
The company
- Maker and company
- The maker identifies the company as SILVERWIZ LLC and says the product is made in California; LinkedIn lists the company as founded in 2010 and headquartered in San Francisco, California.checked 4 Oct 2026
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