Connected tools
More ways to bring your money together.
Connect supported financial institutions to bring transactions into MoneyWiz. Prefer a hands-on approach? Enter transactions yourself or import a file.
Real app screen · Sample data
Bank connections require Premium. Coverage and available account types vary by institution, region and provider. Check your bank inside the app before subscribing.
In everyday life
A useful head start on your weekly check-in.
Open your accounts, review downloaded activity, and see how the latest spending fits your plans. You can still add transactions yourself when you need to—because automation should leave room for real life.
More than one way in
- Bank connectionsSupported institutions with Premium
- Imported historyBring a supported financial file
- Manual accountsKeep the rest in the picture
MoneyWiz
Choose the sources that fit your accounts. Availability varies by institution and region.
Features in detail
What you can do.
- Worldwide bank connections through three data providers with Premium.
- Apple Wallet integration on iOS, where supported.
- Automatic transaction downloads, categorization, transfer and refund detection.
- Mix connected accounts, manual records and supported file imports.
- Availability depends on institution, country, account type and provider.
Common questions
Will my bank be available?
Check the available institutions inside MoneyWiz. Support depends on the bank, country, account type and provider, and can change.
Can I mix connected and manual accounts?
Yes. You can use both, and you can enter transactions manually in a connected account when needed.
Does this mean every transaction appears instantly?
No. Availability and update timing depend on your financial institution and its connection provider.
Can MoneyWiz work with Apple Wallet?
Yes. MoneyWiz offers Apple Wallet integration on iOS. The accounts available depend on Apple Wallet support, your device and your region.
Your money.
The whole picture.
MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.