![]() When in the payee field, keep the next button above the keyboard like when entering the amount Move the ok/checkbox to a lower corner rather than upper right. The interface is not quite what I expect on an Apple device, but it is functional. When you enter the payee the keyboard enter key becomes ‘next’, another excellent feature when I noticed. I like that it recognizes the amount field and shows a number pad. I almost started writing our own app to meet her needs when she found MoneyWiz. My wife, a finance executive, has explicit requirements for money tracking software. For us, syncing transactions is mandatory. It was easy and it allowed me and my wife to sync transactions. Apparently this is a feature available only on the desktop version and my reason for only 4 stars (if possible I would have given 4.5). The only thing I truly miss from PM is the ability to do a monthly reconciliation using the beginning/ending balances from my bank statements. And even tho I was so very sad to leave PM, I must say that I absolutely LOVE the automatic syncing between devices so that I always know my balances.Īnother feature that is very handy is the un/cleared red/green dot so that if you want to periodically compare your manual entries against the bank’s between monthly reconciliations to make sure you didn’t miss something, you simply tap the red dot to “check off” the entry & it turns to green so that you know you match the bank (or whatever you’re checking against). Even though I do everything manually, I prefer MW3 over MW2 because of the cleaner interface & expanded options. I was a longtime PocketMoney user but after latest update rendered it useless to me I came to MoneyWiz after trying many others. Your done you can scroll down, Fix that and things will be looking up. It needs to stay up top with your pending charges, she. After the initial shock of the massive change that left allot to be desired but it’s wearing on me, the only massive issue left that I find extremely annoying is when you clear a charge it drops you down to the clear section. While their customer service is phenomenal MoneyWiz3 is still lacking but it’s getting there. I don’t want to switch but I may have to. Turn down the colors take it back to a checkbook register not a arcade game, and make the font not so big, and either make the category avatars smaller or go away, then you might have something. It’s almost impossible to navigate back and fourth to each of my accounts, the colors also don’t help and you can’t even tell what’s posted verse pending. It literally took me two hours to balance my checkbook because I couldn’t figure out what I was even looking at. What happen to the best checkbook and business checkbook app I’ve ever used? The latest update is terrible, it’s hard to navigate with the overly large fonts and clunky way the registers are setup up are a nightmare to navigate. Automatic renewal of subscriptions each month or year (depending on plan) with the ability to turn off auto-renew at any time from your iTunes account settings. Two options for purchase: MoneyWiz Premium (subscription that enables everything on all devices) and MoneyWiz Standard (one-time payment that enables SYNCbits but not online banking) Dedicated support team that is frequently mentioned in positive reviews Local data can be locked down with a PIN code (supported by fingerprint or facial authentication) Privacy-oriented approach with optional use of online services that are protected with the best safeguards and encryption methods available ![]() Cross-device sync with SYNCbits syncing service that allows for offline use and automatically detects internet connection to sync any changes made while offline Ability to enter manual transactions with ease and import transactions in form of CSV, QIF, OFX, QFX, and MT940 files Proprietary AI algorithms that learn from your changes to improve auto-categorization Online banking feature that automatically downloads and categorizes transactions from your checking, credit card, savings, investment, forex, and crypto accounts Translated into more than 20 languages, support for all world currencies, multi-level custom categories, and over 600 features Powerful budgets, transaction scheduling, financial forecasts, and reporting Manual transaction entry & bank statement import for those who prefer to do manual bookkeeping Cross-platform sync with native apps for your desktop and mobile Crypto, forex, and stock trading investment accounts with automatic trades sync Worldwide online banking support with automatic transaction categorization and access to over 18,000 banks in over 70 countries
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