MoneyWiz
MoneyWiz is a personal finance app for Mac that helps you track accounts, budgets, bills, and investments in one place.
What is MoneyWiz?
MoneyWiz is a personal finance app for Mac focused on budgeting, account tracking, bill planning, and investment management. It is designed for people who want a single place to monitor everyday spending, balances, recurring payments, and long-term financial activity. The app supports both manual account management and connected account workflows, so users can either enter transactions themselves or sync eligible financial data. It also includes reporting tools that help you review cash flow, spending categories, budgets, and account trends over time. MoneyWiz supports multiple account types and currencies, which makes it useful for households, freelancers, and users managing finances across different institutions. Published by SILVERWIZ LLC, it is available on Apple platforms including macOS.
Key features
- Track bank accounts, cash, credit cards, and other financial accounts in one app
- Create budgets and monitor spending progress across categories
- Schedule bills and subscriptions with payment reminders
- Import financial data from supported file formats and connected accounts
- Review reports for spending, balances, and financial trends
- Manage investments including stocks and other tracked assets
- Use multi-currency accounts and automatic exchange-rate updates
Review app leftovers with diCleaner
Inspect caches, support files, containers, and login items before cleaning.
Safety overview
Status: Mostly safe
MoneyWiz is legitimate finance software, but it handles sensitive personal financial information such as account balances, transactions, budgets, and bill schedules. If you connect financial institutions, review what data you choose to sync and use the app only on devices you trust. Removing the app can leave your local data, settings, or cached files behind unless you delete them separately.
Recommendation: Keep MoneyWiz if you actively use it for budgeting, expense tracking, bill reminders, or investment monitoring. Remove it if you no longer use the app, but export or back up any financial records you want to keep first and expect synced or local finance data access to stop afterward.
Common paths
/Applications/MoneyWiz.app
Cache paths
~/Library/Caches/com.moneywiz.personalfinance
Preference paths
~/Library/Preferences/com.moneywiz.personalfinance.plist
Container paths
~/Library/Containers/com.moneywiz.personalfinance
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