Great checkbook, banking app

Up until MoneyWiz, I was using an old version of Quicken(2005) for tracking my accounts and my spending. I know. I don’t give up easily. But when I got a new computer and iPad, I needed to “catch up”, and have an app that would sync across devices. At first I tried Quicken again, but I hated it. I tried another app, but it was really too simple. It wasn’t comprehensive enough to cover all my accounts. So when I discovered MoneyWiz, I was elated! I know some have mentioned not having anything for investment accounts, but I don’t need anything like that- just good, old-fashion bank accounts, savings, credit cards, and such. I also use it to help me with budgeting by setting up “cash” accounts to help keep track of various spending during a month, like groceries, entertainment, and mortgage, for example. To me, it’s really great for this kind of thing, with the added plus that it automatically syncs accoss my two computers and my iPad. This was really helpful when we’ve travelled. I kept up with all our expenses, paid bills, and knew just how much we were spending. Not only that, but their support has been great, too. The two times I ran into a problem, I emailed them and heard back within a day with the solution. Thanks, guys! And as with any app, there is always room to improve. If there was one thing I would wish for, it would be in the reports feature. Reports has plenty of graphics to show the relationship between accounts for spending and income, which is nice to see on screen, but to print all that is too cumbersome. I like that you can save a report in *.csv file format, but trying to separate out only just the basic data, i.e., date, to, from, amount, account, and memo/info, is tedious. To format that data in a spreadsheet (which is what I use as a separate kind of backup) takes a lot more time that it should. Just sayin’.

rtsyfrtsy about MoneyWiz 2 - Personal Finance