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MoneyWiz

Finance Application

USA

MoneyWiz is the world-famous money management application

visit MoneyWiz website

About project

MoneyWiz supports twenty languages and can easily comply with the financial system of any country that officially uses one of the supported languages.
  • The app has its own syncing platform referred to as "SYNCbits". It syncs user information to any device where the app is installed

  • Schedule payments and create reports based on your information only in a couple of clicks!

We released MoneyWiz for Windows

We have fully automatized the process. Our client has to run the command, specify a number of the version — and this new version resides on a server, so the users get updates automatically. For deployment organizing we used ClickOnce.
technical solutions

Engeneering challenges and wins

Integrations

MoneyWiz is integrated with online bank aggregators (SaltEdge and Yodlee) and Dropbox, as well as with Yahoo! Currency Service.

Integrations

Users can synchronize their devices in just three clicks via SYNCbits (a product made by our customer, Silverwiz Company).

Reports and forecasts

Reports and forecasts of income and expenses are easy to read and very flexible, thanks to JS library Highcharts.

Export and import of user data

Data can be imported in CSV, QIF, OFX, QFX formats and correctly exported into an easy to read CSV (export into PDF will be released soon).

Licensing

Рurchase of a license by a user, licenses storage, verification of licenses are operated via Quick License Manager (QLM). Fastspring is used as a payment provider.

Investment accounts

Users can postpone taxation of investment income by using an investment account. Yahoo Finance and Open Exchange Rates are used for requesting exchange rates, stock prices, etc.

CLIENT COMMENTS

MoneyWiz

Technologies we used

With the starting of development, code improvement ideas immediately arised.

OUR TEAM COMMENTS

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