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.
Synchronization
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.