Asset Management-MoneyWiz
洲旗 张
About this app
- Age 10
- Updated Sep 1, 2025
- OS IOS
Editor reviews
Asset Management-MoneyWiz is a powerful personal finance app that unifies your accounts, budgets, and assets in one clean dashboard. Track income and expenses, manage cash, cards, and loans, and never miss a payment with smart bill reminders. Build flexible budgets, auto-categorize transactions, and visualize spending with clear charts and detailed reports. Bank sync, manual entry, CSV import, and multi-currency support make it ideal for everyday money management and travel. Secure cloud sync keeps your data consistent across devices for efficient, stress-free finances.
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How to use:
1. Download and install the app, then sign up with your email and choose your base currency.
2. Add accounts by connecting your bank or creating manual accounts; optionally import transactions via CSV.
3. Categorize transactions, set monthly budgets, and add bill reminders for recurring payments.
4. Open the dashboard and reports to monitor cash flow, spending trends, and net worth.
5. Enable cloud sync and turn on a passcode or biometric lock; customize categories, scheduled transactions, and notifications for advanced control.