MoneyWiz 2027 Personal Finance Downloads & RevenueMoneyWiz 2027 Personal Finance · App Store
MoneyWiz 2026 Personal Finance
MoneyWiz 2027 Personal Finance is #62 in Finance Grossing in Japan and charting in 17 of 30 countries we track.
Updated 9 Nov 2026 · rankings refresh through the day
DeveloperSILVERWIZ LLC
CategoryFinance
PriceFree
Released
Rating★ 4.6 (2.2k)
Version2026.44.2
Age rating4+
First seen by us
24 Sep 2026
24 Sep 2026Installs (est.)100k+ worldwide
MoneyWiz 2027 Personal Finance update history & changes
Last change · 43 events since 16 Aug 2020Full timeline ↓🌟Featured by Apple📦Updated to version 2026.44.3✏️Description updated✏️Renamed🌟Featured by Apple📦Updated to version 2026.44.2📈Entered the top 100📈Charting in a new country🆕First spotted by AppInsider🆕Released on the App Store
Full timeline · 43 events
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- 📦MoneyWiz 2027 Personal Finance updated to version 2026.44.3WELCOME TO MONEYWIZ 2027!
INTRODUCING WIZAI
- Meet your AI assistant inside MoneyWiz. Ask questions about your spending, budgets, bills, investments and net worth.
- Explore your finances with interactive charts and tables.
- Get help using MoneyWiz and discover suggested questions to ask.
- Keep separate conversations, revisit past answers and sync your chat history through iCloud.
- WizAI uses credits, with top-ups available through in-app purchases. Customers on MoneyWiz Premium can claim 10 free credits once, via the WizAI screen.
AND MORE...
- Redesign of various areas in MoneyWiz to modernize the looks + new setting to turn off the color background in Settings / List of transactions for those of you who prefer a less colorful look.
- Redesign of how we show data in investment/crypto/forex accounts
- Scheduled transactions calendar is now a heat map giving you a quick way to see future bills and their impact
- Redesigned Reports interface, charts and PDF export.
- Quickly edit transaction details directly in spreadsheet view.
- Filter account transactions using custom date ranges.
- CSV exports for investment/crypto/forex accounts.
- Visual improvements for iPhone Duo.
- New Shortcuts actions let you retrieve accounts, categories, payees, tags and description suggestions for your automations.
- Updated Free plan: create up to two accounts and two budgets. New file imports and advanced reports require a paid plan; existing saved budgets and reports remain available.
- Visual improvements and refinements throughout MoneyWiz.
- Various security improvements.
BUG FIXES
- Fixed a freeze when scrolling P&L reports on iPhone.
- Corrected calculations for balance adjustments dated in the past.
- Fixed an iCloud sync failure triggered by receipt attachments.
- Fixed a crash when expanding or refreshing budget groups.
- Improved recovery when Apple Wallet access is denied or no accounts are shared.
- Other bug fixes and stability improvements.
- Fixed issue with the license verification system causing unnecessary app performance degradation.
- Other bug fixes and performance improvements.… more - ✏️MoneyWiz 2027 Personal Finance: description updated· 22 countries
- ✏️MoneyWiz 2027 Personal Finance: renamedMoneyWiz 2026 Personal Finance → MoneyWiz 2027 Personal Finance · 4 countries
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- ✏️MoneyWiz 2027 Personal Finance: app got bigger103 MB → 120 MB (+16%)
- ✏️MoneyWiz 2027 Personal Finance: description updated· ZA
- ✏️MoneyWiz 2027 Personal Finance: renamedMoneyWiz 2026 Personal Finance → MoneyWiz 2027 Personal Finance · 18 countries
- 📦MoneyWiz 2027 Personal Finance updated to version 2026.44.2WELCOME TO MONEYWIZ 2027!
INTRODUCING WIZAI
- Meet your AI assistant inside MoneyWiz. Ask questions about your spending, budgets, bills, investments and net worth.
- Explore your finances with interactive charts and tables.
- Get help using MoneyWiz and discover suggested questions to ask.
- Keep separate conversations, revisit past answers and sync your chat history through iCloud.
- WizAI uses credits, with top-ups available through in-app purchases. Customers on MoneyWiz Premium can claim 10 free credits once, via the WizAI screen.
AND MORE...
- Redesign of various areas in MoneyWiz to modernize the looks + new setting to turn off the color background in Settings / List of transactions for those of you who prefer a less colorful look.
- Redesign of how we show data in investment/crypto/forex accounts
- Scheduled transactions calendar is now a heat map giving you a quick way to see future bills and their impact
- Redesigned Reports interface, charts and PDF export.
- Quickly edit transaction details directly in spreadsheet view.
- Filter account transactions using custom date ranges.
- CSV exports for investment/crypto/forex accounts.
- Visual improvements for iPhone Duo.
- New Shortcuts actions let you retrieve accounts, categories, payees, tags and description suggestions for your automations.
- Updated Free plan: create up to two accounts and two budgets. New file imports and advanced reports require a paid plan; existing saved budgets and reports remain available.
- Visual improvements and refinements throughout MoneyWiz.
- Various security improvements.
BUG FIXES
- Fixed a freeze when scrolling P&L reports on iPhone.
- Corrected calculations for balance adjustments dated in the past.
- Fixed an iCloud sync failure triggered by receipt attachments.
- Fixed a crash when expanding or refreshing budget groups.
- Improved recovery when Apple Wallet access is denied or no accounts are shared.
- Other bug fixes and stability improvements.
- Fixed issue with the license verification system causing unnecessary app performance degradation.
- Other bug fixes and performance improvements.… more - ✏️MoneyWiz 2027 Personal Finance added hidden keywords: standard, spendingwords in the App Store's hidden keyword field (found by probing search)
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- ✏️MoneyWiz 2027 Personal Finance: renamedMoneyWiz 2026 Personal Finance → MoneyWiz 2027 Personal Finance · TR
- 📦MoneyWiz 2027 Personal Finance updated to version 2026.44.1WELCOME TO MONEYWIZ 2027!
INTRODUCING WIZAI
- Meet your AI assistant inside MoneyWiz. Ask questions about your spending, budgets, bills, investments and net worth.
- Explore your finances with interactive charts and tables.
- Get help using MoneyWiz and discover suggested questions to ask.
- Keep separate conversations, revisit past answers and sync your chat history through iCloud.
- WizAI uses credits, with top-ups available through in-app purchases. Customers on MoneyWiz Premium can claim 10 free credits once, via the WizAI screen.
AND MORE...
- Redesign of various areas in MoneyWiz to modernize the looks + new setting to turn off the color background in Settings / List of transactions for those of you who prefer a less colorful look.
- Redesign of how we show data in investment/crypto/forex accounts
- Scheduled transactions calendar is now a heat map giving you a quick way to see future bills and their impact
- Redesigned Reports interface, charts and PDF export.
- Quickly edit transaction details directly in spreadsheet view.
- Filter account transactions using custom date ranges.
- CSV exports for investment/crypto/forex accounts.
- Visual improvements for iPhone Duo.
- New Shortcuts actions let you retrieve accounts, categories, payees, tags and description suggestions for your automations.
- Updated Free plan: create up to two accounts and two budgets. New file imports and advanced reports require a paid plan; existing saved budgets and reports remain available.
- Visual improvements and refinements throughout MoneyWiz.
- Various security improvements.
BUG FIXES
- Fixed a freeze when scrolling P&L reports on iPhone.
- Corrected calculations for balance adjustments dated in the past.
- Fixed an iCloud sync failure triggered by receipt attachments.
- Fixed a crash when expanding or refreshing budget groups.
- Improved recovery when Apple Wallet access is denied or no accounts are shared.
- Other bug fixes and stability improvements.
- Fixed issue with the license verification system causing unnecessary app performance degradation.
- Other bug fixes and performance improvements.… more - 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- ✏️MoneyWiz 2027 Personal Finance: new iPad screenshots· SA
- ✏️MoneyWiz 2027 Personal Finance: new screenshots10 screenshots (was 10) · SA
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- ✏️MoneyWiz 2027 Personal Finance: new iPad screenshots· MY
- ✏️MoneyWiz 2027 Personal Finance: new screenshots10 screenshots (was 10) · MY
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- 🌟MoneyWiz 2027 Personal Finance featured by Appleapps · MY, PH
- ✏️MoneyWiz 2027 Personal Finance: new screenshots10 screenshots (was 10) · VN
- ✏️MoneyWiz 2027 Personal Finance: new iPad screenshots· ID
- ✏️MoneyWiz 2027 Personal Finance: new screenshots10 screenshots (was 10) · ID
- ✏️MoneyWiz 2027 Personal Finance: new iPad screenshots· DE
- ✏️MoneyWiz 2027 Personal Finance: new screenshots10 screenshots (was 10) · DE
- ✏️MoneyWiz 2027 Personal Finance: new iPad screenshots· AE, JP, PH
- ✏️MoneyWiz 2027 Personal Finance: new screenshots10 screenshots (was 10) · AE, JP, PH
- 📈MoneyWiz 2027 Personal Finance entered the top 100Top Grossing · Finance · ZA
- 📈MoneyWiz 2027 Personal Finance charting in a new countrySouth Africa
- ✏️MoneyWiz 2027 Personal Finance: new iPad screenshots· 19 countries
- ✏️MoneyWiz 2027 Personal Finance: new screenshots10 screenshots (was 10) · 19 countries
- 📦MoneyWiz 2027 Personal Finance updated to version 2026.42.1* Optimized for iPhone Duo, folded and unfolded.
* New on Mac: connect Claude, Codex, ChatGPT, Cursor, or any other MCP-compatible app in Preferences so it can read your open MoneyWiz database, with one-click setup.
* Add transactions from Shortcuts, with optional category and tag pickers, including subcategories.
* Rebuilt bank reconciliation: matches transactions one to one even when posting is delayed, lets you fix several at once, and labels local-only entries more clearly.
* Redesigned P&L reports.
* New option to keep syncing with older versions of MoneyWiz, for devices that can't update (MoneyWiz Cloud only)
* Optional monospaced font for amounts in the transactions list, on by default.
* Faster forecast reports.
* Fixes for reconciliation filters after Bulk Edit, calendar transfer dates, Shortcuts balance refresh, imported payee names, Watch categories, and split scheduled payments.… more - 📈MoneyWiz 2027 Personal Finance entered the top 100Top Grossing · Finance · KR
- ✏️MoneyWiz 2027 Personal Finance added hidden keywords: personalizedwords in the App Store's hidden keyword field (found by probing search)
- 📦MoneyWiz 2027 Personal Finance updated to version 2026.38.1* Performance improvements
* Bug fixes
* iOS 27 compatibility - 📈MoneyWiz 2027 Personal Finance entered the top 10Top Grossing · Finance · RU
- 📈MoneyWiz 2027 Personal Finance entered the top 10Top Grossing · Finance · ES
- 🆕MoneyWiz 2027 Personal Finance first spotted by AppInsider#60 in Top Grossing · Finance · France
- 📦MoneyWiz 2027 Personal Finance version 2026.37.1No release notes
- 🆕MoneyWiz 2027 Personal Finance released on the App Store
Collected from the stores by AppInsider since we first spotted the app. Dates are when we saw each change.
Rating
4.6 ★
2.2k ratings
Measured
Best rank now
#62
Finance GrossingMeasured
New ratings a week
7.6
▲ +60% vs the 2 weeks before
Measured
MoneyWiz 2027 Personal Finance at a glance
AI summary written from our chart and store data, 2026-09-30. It can be wrong: check the numbers above.
MoneyWiz is a comprehensive personal finance management app for individuals seeking to track bank accounts, investments, and budgets with automatic transaction syncing. The app holds strong positions in the Finance Grossing charts across diverse markets including Russia (#4), Italy (#19), and the UK (#25), indicating consistent revenue generation in both established and emerging regions.
Similar apps: YNAB, Copilot Money, Monarch Money
MoneyWiz 2027 Personal Finance on the App Store
App details
App ID
1511185140
Publisher
SILVERWIZ LLC
On the store since
Aug 2020
6 years on the store
Minimum OS
iOS 17.0+
iPhone XS and later
Devices
iPhone · iPad · Watch
Universal purchase
Content rating
4+
Languages
23
BE BG CA CS NL EN FR DE HU ID IT JA …
Size
120 MB
Also listed in
Business
MoneyWiz 2027 Personal Finance downloads
Worldwide, per day, and installs to date. The band is open; the exact number is free with an account.
How this is calculated
Apple publishes no download counts. App Store downloads come from chart positions and daily rating growth per country, calibrated on Google Play install counts; lifetime installs from ratings worldwide × installs per rating. Confidence is the chance the real number is within half to double ours.
Active users
All platforms, worldwide. Free with an account.
Stickiness (DAU / MAU)
how many monthly users open it on a given day
How this is calculated
Monthly users come from lifetime installs across every store, fitted on monthly active user figures companies publish; daily users = monthly × the typical daily/monthly ratio for the category. Confidence is the chance the real number is within half to double ours.
Where it ranks now
Every top chart it appears in across 30 countries.
| Country | Charts | Rank |
|---|---|---|
| Japan | FinanceGrossing | #62 |
 Russia | FinanceGrossing | #18 |
 Brazil | FinanceGrossing | #27 |
 Italy | FinanceGrossing | #22 |
 Mexico | FinanceGrossing | #19 |
| France | FinanceGrossing | #45 |
 United Kingdom | FinanceGrossing | #79 |
 Poland | FinanceGrossing | #16 |
 Philippines | FinanceGrossing | #13 |
 Spain | FinanceGrossing | #51 |
 Saudi Arabia | FinanceGrossing | #84 |
 Netherlands | FinanceGrossing | #65 |
 Thailand | FinanceGrossing | #60 |
 Sweden | FinanceGrossing | #67 |
 Colombia | FinanceGrossing | #49 |
 Malaysia | FinanceGrossing | #51 |
 South Africa | FinanceGrossing | #90 |
Apps near MoneyWiz 2027 Personal Finance on the chart
Finance Grossing, around #62.
Ratings
App Store, worldwide.
Rating
4.6 ★
2.2k ratings
Measured
Ratings
2.2k
Measured
Review momentum
ⓘ How we measure thisNew ratings a week
7.6
▲ +60% vs the 2 weeks before
Written reviews a week
1.5
US App Store
Lifetime rating
4.6★
recent stars not readable yet: new ratings are a tiny share of the total
Review momentum
69/100
faster than 68% of Finance apps
New ratings by country (2)
| Country | New ratings a week | Share | Last 2 weeks vs the 2 before |
|---|---|---|---|
| United Kingdom | 2.5 | 71% | ▼ -29% |
| Italy | 1 | 29% | – |
App Store ratings in the countries we track, 4-week average.
Review momentum (0-100) blends how fast the app collects ratings compared with other apps in its category (60%), whether that pace is speeding up (25%) and what recent raters give it (15%; recent stars well below lifetime pull it down). Ratings counts are read daily. A jump usually means a launch, a feature, ads or a new review prompt.
What users say about MoneyWiz 2027 Personal Finance
From the 50 most recent App Store reviews in the US.
Long-term users praise the app's robust features and exceptional customer support, particularly highlighting a staff member named Paul. However, recent updates have triggered severe complaints regarding iCloud synchronization failures, data loss, broken bank connections via Plaid, and dissatisfaction with subscription pricing changes.
Mixed but leaning positive (56% of recent reviews give 4–5 stars). People like it for being useful, and good value. The main complaints are about price and subscriptions, and connection and sync problems.
What people like
- Useful: “⭐⭐⭐⭐⭐ Highly recommended!”
- Price & subscription: “Great Microsoft Money Alternative”
- Customer support: “AMAZING Customer Service!”
- Features & content: “Paul’s level of customer service is truly rare these days”
Common complaints
- Price & subscription: “The fees are too expensive”
- Connection & sync: “Will not keep a connection”
- Updates: “Was great until the cloud update”
- Crashes & bugs: “Crashes like nobody’s business”
About MoneyWiz 2027 Personal Finance
Organize your day to day accounts, loans, savings, investments and even crypto in a convenient and secure way with MoneyWiz. MoneyWiz is the only personal finance app that can help you manage every aspect of your finances.
AT A GLANCE
+ Tracking for bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto;
+ Automatic download of new transactions through direct connections to your banks;
+ Cloud backup and automatic sync across your iPhones, iPads and Macs;
+ Advanced import features, so you can quickly move your data from other apps;
+ Military grade data security with 256bit end-to-end encryption;
+ Extensive tutorials and built-in support chat with a real humans!
[ GET 1 WEEK FREE TRIAL ]
Check our extensive features today!
CONNECTED BANK ACCOUNTS
+ 40,000 banks in 55 countries via 4 data providers
+ Apple Wallet integration
+ Automatic detection of Transfers and Refunds
+ Automatic categorization with AI and learning
+ Get notifications for every new transaction
MANUAL ACCOUNTS
+ Track manually if connected bank accounts is not for you
+ Complete control over your transaction entry form
+ Post transactions in connected accounts too
+ Import OFX, QIF, CSV and MT940
ALL ACCOUNTS
+ Group accounts any way you want
+ Bulk edit
+ Reconcile against bank statements
+ Custom account icons
+ Multi-currency support with automatic refresh of currency rates
+ Archive old accounts
INVESTMENTS
+ Support for all your stock market investments, including stocks, options, bonds and more
+ Unmatched support for Crypto and Forex investments for a personal finance app
+ Handling for investments pre-IPO and pre-ICO
BUDGETS & GOALS
+ Versatile budgeting tools for various styles, including envelope budgeting
+ Group budgets anyway you want
+ Real time progress indicators
BILLS & SUBSCRIPTIONS
+ Get alerted when it's time to pay or get paid
+ Never forget a payment again
+ Tap on the calendar for instant Forecast based on your scheduled payments
REPORTS
+ Analyze your money with 30+ reports
+ Save reports for easy access in the future
+ Group reports any way you want
+ Export reports to PDF, CSV or print them
WEEKLY IMPROVEMENTS
Check out our version history and road map.
We deliver new improvements weekly, based on your feedback.
SUBSCRIPTION
+ Premium subscription ($4.99/month or $49.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
+ Standard subscription ($19.99/year) enables multi-device sync with a MoneyWiz Cloud account
Full list of feature differences available in MoneyWiz / Settings / License.
Your subscriptions will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings.
LINKS
Roadmap: https://wiz.money/roadmap
Privacy Policy: https://wiz.money/privacy/
Terms of Use: https://wiz.money/toc
AT A GLANCE
+ Tracking for bank and credit accounts, loans and debts, budgets and goals, bills and subscriptions, investments and crypto;
+ Automatic download of new transactions through direct connections to your banks;
+ Cloud backup and automatic sync across your iPhones, iPads and Macs;
+ Advanced import features, so you can quickly move your data from other apps;
+ Military grade data security with 256bit end-to-end encryption;
+ Extensive tutorials and built-in support chat with a real humans!
[ GET 1 WEEK FREE TRIAL ]
Check our extensive features today!
CONNECTED BANK ACCOUNTS
+ 40,000 banks in 55 countries via 4 data providers
+ Apple Wallet integration
+ Automatic detection of Transfers and Refunds
+ Automatic categorization with AI and learning
+ Get notifications for every new transaction
MANUAL ACCOUNTS
+ Track manually if connected bank accounts is not for you
+ Complete control over your transaction entry form
+ Post transactions in connected accounts too
+ Import OFX, QIF, CSV and MT940
ALL ACCOUNTS
+ Group accounts any way you want
+ Bulk edit
+ Reconcile against bank statements
+ Custom account icons
+ Multi-currency support with automatic refresh of currency rates
+ Archive old accounts
INVESTMENTS
+ Support for all your stock market investments, including stocks, options, bonds and more
+ Unmatched support for Crypto and Forex investments for a personal finance app
+ Handling for investments pre-IPO and pre-ICO
BUDGETS & GOALS
+ Versatile budgeting tools for various styles, including envelope budgeting
+ Group budgets anyway you want
+ Real time progress indicators
BILLS & SUBSCRIPTIONS
+ Get alerted when it's time to pay or get paid
+ Never forget a payment again
+ Tap on the calendar for instant Forecast based on your scheduled payments
REPORTS
+ Analyze your money with 30+ reports
+ Save reports for easy access in the future
+ Group reports any way you want
+ Export reports to PDF, CSV or print them
WEEKLY IMPROVEMENTS
Check out our version history and road map.
We deliver new improvements weekly, based on your feedback.
SUBSCRIPTION
+ Premium subscription ($4.99/month or $49.99/year) enables bank sync and multi-device sync with a MoneyWiz Cloud account
+ Standard subscription ($19.99/year) enables multi-device sync with a MoneyWiz Cloud account
Full list of feature differences available in MoneyWiz / Settings / License.
Your subscriptions will automatically renew each month (or year, depending on plan) and your credit card will be charged through your iTunes account. You can turn off auto-renew at any time from your iTunes account settings.
LINKS
Roadmap: https://wiz.money/roadmap
Privacy Policy: https://wiz.money/privacy/
Terms of Use: https://wiz.money/toc
Latest updates
2026.44.3
WELCOME TO MONEYWIZ 2027!
INTRODUCING WIZAI
- Meet your AI assistant inside MoneyWiz. Ask questions about your spending, budgets, bills, investments and net worth.
- Explore your finances with interactive charts and tables.
- Get help using MoneyWiz and discover suggested questions to ask.
- Keep separate conversations, revisit past answers and sync your chat history through iCloud.
- WizAI uses credits, with top-ups available through in-app purchases. Customers on MoneyWiz Premium can claim 10 free credits once, via the WizAI screen.
AND MORE...
- Redesign of various areas in MoneyWiz to modernize the looks + new setting to turn off the color background in Settings / List of transactions for those of you who prefer a less colorful look.
- Redesign of how we show data in investment/crypto/forex accounts
- Scheduled transactions calendar is now a heat map giving you a quick way to see future bills and their impact
- Redesigned Reports interface, charts and PDF export.
- Quickly edit transaction details directly in spreadsheet view.
- Filter account transactions using custom date ranges.
- CSV exports for investment/crypto/forex accounts.
- Visual improvements for iPhone Duo.
- New Shortcuts actions let you retrieve accounts, categories, payees, tags and description suggestions for your automations.
- Updated Free plan: create up to two accounts and two budgets. New file imports and advanced reports require a paid plan; existing saved budgets and reports remain available.
- Visual improvements and refinements throughout MoneyWiz.
- Various security improvements.
BUG FIXES
- Fixed a freeze when scrolling P&L reports on iPhone.
- Corrected calculations for balance adjustments dated in the past.
- Fixed an iCloud sync failure triggered by receipt attachments.
- Fixed a crash when expanding or refreshing budget groups.
- Improved recovery when Apple Wallet access is denied or no accounts are shared.
- Other bug fixes and stability improvements.
- Fixed issue with the license verification system causing unnecessary app performance degradation.
- Other bug fixes and performance improvements.
2026.44.2
WELCOME TO MONEYWIZ 2027!
INTRODUCING WIZAI
- Meet your AI assistant inside MoneyWiz. Ask questions about your spending, budgets, bills, investments and net worth.
- Explore your finances with interactive charts and tables.
- Get help using MoneyWiz and discover suggested questions to ask.
- Keep separate conversations, revisit past answers and sync your chat history through iCloud.
- WizAI uses credits, with top-ups available through in-app purchases. Customers on MoneyWiz Premium can claim 10 free credits once, via the WizAI screen.
AND MORE...
- Redesign of various areas in MoneyWiz to modernize the looks + new setting to turn off the color background in Settings / List of transactions for those of you who prefer a less colorful look.
- Redesign of how we show data in investment/crypto/forex accounts
- Scheduled transactions calendar is now a heat map giving you a quick way to see future bills and their impact
- Redesigned Reports interface, charts and PDF export.
- Quickly edit transaction details directly in spreadsheet view.
- Filter account transactions using custom date ranges.
- CSV exports for investment/crypto/forex accounts.
- Visual improvements for iPhone Duo.
- New Shortcuts actions let you retrieve accounts, categories, payees, tags and description suggestions for your automations.
- Updated Free plan: create up to two accounts and two budgets. New file imports and advanced reports require a paid plan; existing saved budgets and reports remain available.
- Visual improvements and refinements throughout MoneyWiz.
- Various security improvements.
BUG FIXES
- Fixed a freeze when scrolling P&L reports on iPhone.
- Corrected calculations for balance adjustments dated in the past.
- Fixed an iCloud sync failure triggered by receipt attachments.
- Fixed a crash when expanding or refreshing budget groups.
- Improved recovery when Apple Wallet access is denied or no accounts are shared.
- Other bug fixes and stability improvements.
- Fixed issue with the license verification system causing unnecessary app performance degradation.
- Other bug fixes and performance improvements.
2026.44.1
WELCOME TO MONEYWIZ 2027!
INTRODUCING WIZAI
- Meet your AI assistant inside MoneyWiz. Ask questions about your spending, budgets, bills, investments and net worth.
- Explore your finances with interactive charts and tables.
- Get help using MoneyWiz and discover suggested questions to ask.
- Keep separate conversations, revisit past answers and sync your chat history through iCloud.
- WizAI uses credits, with top-ups available through in-app purchases. Customers on MoneyWiz Premium can claim 10 free credits once, via the WizAI screen.
AND MORE...
- Redesign of various areas in MoneyWiz to modernize the looks + new setting to turn off the color background in Settings / List of transactions for those of you who prefer a less colorful look.
- Redesign of how we show data in investment/crypto/forex accounts
- Scheduled transactions calendar is now a heat map giving you a quick way to see future bills and their impact
- Redesigned Reports interface, charts and PDF export.
- Quickly edit transaction details directly in spreadsheet view.
- Filter account transactions using custom date ranges.
- CSV exports for investment/crypto/forex accounts.
- Visual improvements for iPhone Duo.
- New Shortcuts actions let you retrieve accounts, categories, payees, tags and description suggestions for your automations.
- Updated Free plan: create up to two accounts and two budgets. New file imports and advanced reports require a paid plan; existing saved budgets and reports remain available.
- Visual improvements and refinements throughout MoneyWiz.
- Various security improvements.
BUG FIXES
- Fixed a freeze when scrolling P&L reports on iPhone.
- Corrected calculations for balance adjustments dated in the past.
- Fixed an iCloud sync failure triggered by receipt attachments.
- Fixed a crash when expanding or refreshing budget groups.
- Improved recovery when Apple Wallet access is denied or no accounts are shared.
- Other bug fixes and stability improvements.
- Fixed issue with the license verification system causing unnecessary app performance degradation.
- Other bug fixes and performance improvements.
Store changes
What MoneyWiz 2027 Personal Finance changed on its store page: name, icon, screenshots, price, size, languages, requirements.
Description updated
Renamed
MoneyWiz 2026 Personal Finance → MoneyWiz 2027 Personal Finance
Description updated 
