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You can click the column in the client, but it still just sorts by date. Unlike YNAB, you can't sort by cleared/uncleared or reconciled/unreconciled. There are certain things that need improving, though:ġ. The release version had significant performance issues, but it keeps getting better and better.
MONEY WIZ 2 REVIEW WINDOWS
Since my original review, the devs released a Windows desktop client that's really strong. Performance has improved significantly and, while the interface still has a "form over substance" to it in certain respects, I've gotten used to it. UPDATE: So, I've continued to use MoneyWiz 2 (and am looking forward to great things from MoneyWiz 3) and feel the app has earned another star. Legacy Squadron's Review of Moneywiz 2 Reviewed on 12/17/18 1:13 PM Much improved.budgeting is still terrible star star star star star_border A big thank you to their team for a great product with great support! I’d highly recommend this program to anyone looking to organize and simplify their personal finances. I’ve never had a problem with data integrity the system handles everything with complete accuracy and even provides reporting I need at year’s end to complete my tax return. I can even pay my bills from my phone if I need to, which is great when I do so much business travel.
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So if I’m at a restaurant, I can quickly and easily add that transaction directly from my phone to the program, eliminating the need to keep receipts until I’m back home at my computer. One of the best features of MoneyWiz for me is, it keeps data current on all my devices. Their support team is responsive and pleasant to work with. A quick e-mail to their support team restored my data for use with MoneyWiz 2 in a very short time (less than an hour).
MONEY WIZ 2 REVIEW MAC
I did accidentally load MoneyWiz 3 on my new Mac and ended up locking up my data. This makes MoneyWiz 2 my pick over MoneyWiz 3. I’m not a fan of the programs that connect directly to online bank and credit card accounts I prefer to manage my accounts with a program but actually pay everything through my banking system directly. It’s a great way to keep all your accounts and transactions organized and balanced and your bills paid on time. Jntblack's Review of Moneywiz 2 Reviewed on 9/16/18 3:25 PM Even though you surely don't get to use all calculators the application provides, the ones that do come in handy most likely get to have a saying in your real-life decisions.Great financial management program! star star star star star To sum it up, MoneyWiz is not dedicated to a specific type of public, but rather open up to anyone willing to think or re-think their budget plan. What's more, you might want to keep a text editor around if you want to write down values, although the application comes equipped with several forms you can print out. For instance, you can only bring up one calculator at a time and while it is active, the main window cannot be accessed. The application can be of great help overall, but there are still a few things here and there that would have further enhanced practicability. Tools are equipped with dedicated requirement fields such as initial amounts and modifiers like interest rate and periodicity, with the result being instantly provided. Depending on the depth of the tool, a few lines of text to whole pages of documentation are displayed so you get all the values right. You'll find that the application mostly comes in handy for personal use, with calculators covering nearly all there is from utilities like “should you buy or lease a car?” to “your worth by hour” and “if you win a lottery today”.Įach of these functions come with their own window. The interface is nothing more than pleasant and intuitive, with the upper toolbar hosting several categories such as loan, investment, forensic, taxes and more. At its core, the application is merely a breathtaking amount of calculators and helpful tips and documentation so you don't wonder off to senselessly spend your money. Taking the application for a spin convinces you the name is well-deserved. Intuitive design and large variety of tools Luckily, applications such as MoneyWiz give you the possibility to try out various combinations of budget and purposes in a safe, virtual environment before ending up with an empty wallet. With the variety of services flourishing and markets flooding you with ways to spend your savings, major investments or plans require solid thinking. Time is money, and trying to figure out its flow to and from you can take a little while.