![]() ![]() Moneywiz uses Saltedge, Yodllee, and Plaid to download bank data and that works great too with PSD2 - new transactions just pop into your account automatically. It also downloads currencies automatically in the background - and works with a far wider range of currencies than Banktivity - "Updating Currencies" on Banktivity takes nearly a minute - and even then it is not very complete. It just happens automatically, almost instantly - no clunky "exchanging file data" that you get with Banktivity. The biggest wow factor is undoubtedly the amazing sync between desktop and iPhone/iPad. I am now trailing Moneywiz 2020 and first thoughts are that it is very impressive. Add to that the option of hanging on to B7 is tenuous because it seems it is not compatible with Big Sur. Paying $100 per year for such poor connectivity and synch is not value for money. I am starting this thread to share initial thoughts.įirst, my reasons for dissatisfaction with Banktivity are primarily that B8 is just not good value for European users like me because it does not work with PSD2/Open Banking so does not download bank data, and it only has end of day stock quotes and no support for mutual fund prices, currency exchange rates are slow and wonky and the synch between mac and iOs is slow, clunky, troublesome and inaccurate. Try MoneyWiz 2 in work you can, installing the free version, allowing you to make no more than 100 transactions.I'm a dissatisfied Banktivity user so am trialling in parallel Moneywiz to see if I can make the switch. The program will definitely suit people who are used to scrupulous attitude to financial expenditures, but for simpler operations it is better to pay attention to other applications. However, it clearly lacks a client for the PC or at least the ability to manage their finances in a browser. MoneyWiz 2 – not the best application for accounting finances, but undoubtedly one of the most functional. But the developers should be praised for the added ability to customize the layout of transactions and display widgets with different information on the main screen of the program. In addition, in order to record an elementary transaction, you have to perform a number of actions, some operations are added through the context menu. Despite attempts to make the design more modern, the application still looks slightly outdated, and small and awkward interface elements are the result of poor optimization for small devices. For registered users, MoneyWiz 2 offers the ability to synchronize their data.Īs for the program interface and usability – not everything is smooth. Each report can be saved in the program or exported to a PDF file. The app offers all kinds of financial accounting options, budget planning and management, recurring transactions, expense analysis, detailed reports in the form of graphs, charts or simple statistics, taking into account various ready-made and custom filters. MoneyWiz 2 includes a wide range of financial management features, from simple counting of cash expenses to full automation of cash flow. ![]() This service is available by subscription and will cost $5/month or $50/year. As stated by the developers, the application does not connect to the bank directly and does not save bank data, but acts as an aggregator, using third-party certified services. ![]() This option allows you to connect the accounts of more than 2000 banks around the world. A key feature of MoneyWiz 2 is online banking. Moreover, this restart was an unpleasant surprise for users who had to re-purchase the application. ![]() Over the years, the application has undergone many changes, the main of which – the withdrawal of support for the first version of the program and the release of MoneyWiz 2. ![]()
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