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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
View Details
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Description | MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. The tool offers users customizations in terms of colors and logos for each category. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. Users can also set up reminders for payments and card bills. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. The tool also enables users to set up budgets and goals to meet personal finance goals. Read more | Monarch Money is a platform used to track accounts and analyze your investments to achieve your goals. The software offers tools to up-to-date view of your assets, liabilities, and spending. Collaborate with teams to identify trends and setup budgets to monitor your track with goals. It supports Mobile Android and iOS. Individuals, Small companies make use of the software. Read more |
Pricing Options |
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SW Score & Breakdown |
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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Total Features |
13 Features
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13 Features
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Common Features for All |
Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Alerts
Bills Management
Budgeting
Expense Groups
Financial Dashboard
Investment Monitoring
Loan Management
Multi-Currency
Payment Gateway
Property Management
Reports
Spend Tracker
Spending Limit
Tax Reports
Transaction History
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Rating Distribution |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Premium $4.17 $4.99 per month Standard $19.99 $19.99 per year MoneyWiz 3 (Pay once) Others MoneyWiz 3 (subscriber) Others |
Monarch $7.50 $9.99 per month |
View Detailed Pricing
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View Detailed Pricing
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Screenshots |
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Videos |
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+ 2 More
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Company Details | Located in: San Francisco, California | Located in: San Francisco, CA |
Contact Details |
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Social Media Handles |
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