Budgeting Prepares a plan to spend your money by balancing income and expenses.
Expense Groups Allows to categorize or group the transactions with common attributes.Financial Dashboard All in one dashboard that presents the financial performance.Spend Tracker Tracks expense and spend patterns to make your finances manageable.Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report.Transaction History Allows to verify or check all your historical transactions anytime.Loan Management Keeps track all your debts, loans, interests and incorporate in your budget.Investment Monitoring Monitors the performance of savings and investments.The tool also enables users to set up budgets and goals to meet personal finance goals. Moneywise gives a comprehensive view of all the Banks, Credit cards, Investments, Expenditures, Wallet balances, Loans, and Receivables of the user. Users can also set up reminders for payments and card bills. Users can keep track of their daily and monthly spends across various categories like Fuel, Groceries, utility payments, etc. MoneyWiz allows users to easily modify the existing shareholding to adapt to any share split or even bonus allotments. The tool offers users customizations in terms of colors and logos for each category. Its features include compact layout, easy swipe across categories, bulk edit and delete, intuitive display, smart analytics on credit utilization, and balance available. MoneyWiz also works with Plaid, Yodlee, and SaltEdge as an added advantage. It offers direct sync with more than 20,000 banks across 50 countries. MoneyWiz is a powerful personal finance tool that helps the user keep track of their finances.
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