Great for Simple Stuff; Not Great for My Needs

MoneyWiz 2 is a very good program for those who have a simple need to just balance accounts and keep track of cash. Unfortunately, I needed something that can handle more complicated transactions involving splits, etc., as well as something that can handle investments; so, I went back to Quicken. Maybe when the app matures and more features are added, I’ll reconsider it.

Things for the Developer to consider (not exhaustive but are the ones that bugged me the most):
1. Allows splits for expenses and deposits.
2. When setting up a Loan Account, I don’t want to be forced to use the loan payment set-up wizard.
3. Have the option of prepopulating the scheduled expenses as a look-ahead on account balances.
4. Add Investment Accounts, e.g. brokerage accounts, 401k’s, etc.

I hope this review helps.

Byers_TX about MoneyWiz 2 - Personal Finance