Should you have an Investment and Forex account, MoneyWiz will display 3 charts: Investment, Holdings, and Trades. These will not only track your debit and credit accounts but also your non-liquid assets. You can choose from seven accounts: Checking, Credit, Savings, Loan, Cash, Investment, and Forex/Crypto. You can also select account types through manual account mode. Manual transactions collect data from CSV, QIF, OFX, QFX, and MT940 files. Automated MoneyWiz accounts connect with your online banking accounts. FeaturesĪt launch, you can choose between two account modes: automatic sync and manual transaction. It’s most notable function is creating graphs and charts based on your budget or sources of income, giving you insight on financial opportunities or gaps in expenses. This will allow you to monitor your accounts anywhere, anytime.
You will be able to see your overall financial status on multiple devices you can use MoneyWiz on Windows devices running Windows 8 or 10 as well as macOS, Android, and iOS devices. It can manage your bank accounts, stocks, budgets and bills with machine learning functions and behavior prediction algorithms. MoneyWiz is a financial services program that can sync your bank statements on multiple devices.
