Work offline.
Use your local financial data without an internet connection. Online bank downloads and cloud syncing need connectivity.
Your finances. Your choices.
Keep your money story
in your hands.
Choose how to bring your data in, how to work with it, and how to take it with you.
Your choices, explained
- Local recordsWork with data saved on your device
- Cloud syncExchange records through your chosen sync service
- Optional AIShare relevant information after giving permission
Your setup
Illustrated choices · Read the privacy details for each service.
Connect on your terms.
You can use manual accounts and imports. If you choose bank connections, the available providers and their terms depend on your institution and region.
Keep a way out.
Export supported data and reports. Keep backups and retain copies of the information you need.
Choose whether to use AI.
WizAI is optional. With your permission, your questions and the financial data needed for an answer are sent to OpenAI. That can include information in a database shared with you. Read the in-app notice before enabling it.
WizAI and your data →Your Mac, your choice of tools.
Mac AI Connections lets a compatible external app read your open MoneyWiz database. You choose whether to connect it; that app’s services and data handling also apply.
About Mac AI Connections →Read the details.
Our privacy policy explains the information we handle and how to contact us with questions.
Read the privacy policy
Your money.
The whole picture.
MoneyWiz for Mac, iPad, iPhone and Apple Watch. Free to download.