MoneyWiz 2.5

SilverWiz has released version 2.5 of MoneyWiz, the personal finance app that received good notices in our roundup in early 2016 (see “Your Favorite Mac Personal Finance Apps,” 29 February 2016). The update adds support for adding tags to transactions as well as budgets, which changes the app’s data format and requires you to update MoneyWiz on all platforms to ensure that the SYNCbits system correctly synchronizes data across all your devices. MoneyWiz 2.5 also now enables you to sync transaction receipts across all devices; adds 14 new reports; improves online banking auto-categorization; introduces the capability to add filters to reports by categories, payees, and tags; and enables you to disable auto-categorization for online banking accounts on a per account basis.

MoneyWiz is free to download and use for up to two offline accounts. To add more accounts or be able to connect to online banking or PayPal, you’ll need to purchase a subscription — either $5.99 monthly or $59.99 annually. The subscription also enables you to sync data across all of your Mac, iOS, Windows, and Android devices. ($59.99 annual subscription, free update, 20.8 MB, release notes, 10.8+)