MoneyWiz
7.4#54 in personal finance softwareFrom $29.99 a yeariOSmacOS
VisitMoneyWiz vs SoFi
What both publish
| Fact | MoneyWiz | SoFi |
|---|---|---|
| Account sync | both | both |
| Bill tracking | Yes | Yes |
| Budgeting tools | Yes | Yes |
| Free plan | Yes | Yes |
| Integrations | The privacy policy identifies Plaid, Yodlee, and Salt Edge as online banking providers and says MoneyWiz does not store online banking credentials. | SoFi Relay can connect external accounts, and SoFi banking supports transfers to payment apps and friends or businesses. |
| Mobile apps | ios | both |
| Net-worth tracking | Yes | Yes |
| Report export | Yes | Yes |
| Support | The pricing page includes email and chat support with Standard and priority email and chat support with Premium. | SoFi lists phone, email, live chat, and social-media support channels, with U.S. customer support at 855-456-7634. |
MoneyWiz plans
- PREMIUM$5.99 a month
- STANDARD$29.99 a year
- PREMIUM$59.99 a year
SoFi plans
- SoFi Coach / RelayPriced on request
- SoFi Coach / Relay—
- SoFi Checking and SavingsFree
- SoFi Plus$10 a month
- SoFi CoachFree
Pick MoneyWiz if…
You want what its maker publishes above — check its page for the details.
Pick SoFi if…
SoFi suits people looking for banking, investing, and financial tracking tools in one platform. SoFi Coach is available at no charge to members who use its banking, borrowing, or investing services.