1. Be the wizard of your budget
with MoneyWiz.
Alia Hassan
201006875

2. Outline
• Introduction
• What is personal finance management
• Why is it important
• Examples of personal finance management applications
• What is MoneyWiz
• How to use MoneyWiz
• Features of MoneyWiz application
• Short survey to test your understanding
• References

3. Introduction
Money managing is the process of knowing where you are
spending your money today and having a well-thought-
out plan in place for where you want it to go in the future.
There are so many applications that help individuals to
control their expenses, one of them will be explained in
this presentation.

4. Personal finance management
• It is the financial decisions which an individual or a family unit is
required to make to obtain, budget, save, and spend monetary
resources over time, taking into account various financial risks and
future life events.

5. Why it is important ?
• help you manage the finance of your home which includes budgeting, saving, investing, debt
management and other aspects related to personal money where by an individual can achieve
personal goals.
• It guides an individual to make optimum use of money to achieve maximum returns.
• it will guide the individual to create a financial plan whereby all the debts are paid on time.
• It will help to spend less and earn more, this will lead to more savings and thus a secure future.
• Financial management will help in retirement and investment planning .
• You can save for emergencies, in fact you can even learn how to invest. You no longer have to live
paycheck to paycheck and you don’t have to fear a crisis because you will be ready.

6. Examples of some personal finance
management applications.
• AceMoney
• YNAB
• BankTree personal
• Icash
• MoneyWiz

7. What is MoneyWiz ?
• It’s an application that lets you take care of your personal finance
situation and has features to not only track expenses and incomes,
but also set and track budgets, set up scheduled payments and then
review everything in various reports. Also you can do more with
your money. View all your accounts, budgets and bills in one place.
Experience reports on a whole new level. Sync Everything across
devices.

8. Who is using it and why?
• It is mostly used by people in the age of 20 and above
because most of the people in this age have a monthly
income and they want to control and manage their
expenses. So, MoneyWiz can be the best application that
can you use to show you all your expenses in one place.

9. Reviews about MoneyWiz
• It helps a lot to track what I spend for what and how much. I can save money so easily
because I know my priorities.
• I was looking for an application to share, sync and stay updated on my finances. I
found MoneyWiz and I started using it. I loved the full feature of this application and
how it syncs across multiple devises and platforms.
• I am really pleased with my purchase of this app. I have tried many other financial
apps but they all seem to have problems and I end up not using them.
• I can't say enough about how much this app has helped me in my personal finances. I
have purchased multiple personal finance apps, and this one takes the cake. It is
actually useful! The interface is logical and elegant, and the app is packed with
features to help you stay current and plan for the future.

10. How to use MoneyWiz
• Purchase it from Apple store.
• Install it to your iPad/iPod/iPhone
• Run the application
• Follow the instructions

11. Features of MoneyWiz
• Automatically keeps data consistent across multiple devices.
• Gives you beautiful reports in full screen.
• Connects all your money management needs. into one convenient
place.
• Intuitive and uncluttered design makes it joyful to use MoneyWiz.

12. Short survey to test your understanding
• Short questions that can easily be answered just click on
the button below:

13. References
• App shopper. (2008). Retrieved 7 15, 2012, from MoneyWez: http://appshopper.com/finance/
moneywiz-for-ipad
• App storm. (n.d.). Retrieved 7 15, 2012, from 15 Personal Finance Apps for the Mac:
http://mac.appstorm.net/roundups/finance-roundups/15-personal-finance-apps-for-the-mac/
• Apple Store. (2011). Retrieved 7 15, 2012, from MoneyWiz App:
http://itunes.apple.com/us/app/moneywiz-personal-finance/id452621456?mt=8
• iTunes preview. (2011). Retrieved 7 15, 2012, from MoneyWiz App:
http://itunes.apple.com/us/app/moneywiz-personal-finance/id380335244?mt=8
• Personal Financial Management. (n.d.). Retrieved 7 15, 2012, from Finance Management.
• Review MoneyWiz. (2012). Retrieved 7 15, 2012, from MoneyWiz for mac:
http://www.macstories.net/mac/review-moneywiz-for-mac/
• SilverWiz. (2012). Retrieved 7 15, 2012, from MoneyWiz App: http://www.silverwiz.com/
• The Importance of Personal Money Management. (2007). Retrieved 7 15, 2012, from Personal
Finance: http://www.moolanomy.com/2066/the-importance-of-personal-money-management/
• The independent. (n.d.). Retrieved 7 15, 2012, from The 10 Best personal finance apps:
http://www.independent.co.uk/life-style/gadgets-and-tech/features/the-10-best-personal-
finance-apps-7707377.html
• Moneywiz for iPad, iPhone, and Mac. (2012, 6 13). Retrieved 7 5, 2012, from Youtube:
http://www.youtube.com/watch?v=hMfZlz-aAqY&feature=related