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Finance apps · Case study Enterprise softwareMagora's Top Software Development Cases 2023

MoneyWiz.

MoneyWiz is a personal finance management app for tracking accounts, budgets, bills, and investments across various platforms.

Client: MoneyWiz
Industry: Finance apps
Timeline: 9 months · full Apple ecosystem
Team: PM · 1 design · 3 backend · 2 frontend · 1 QA · 1 security
Year: 2023

Services: Discovery · Design · Build · QA
Delivery: Magora London
Domain: Finance apps
Engagement: Time & materials
Team: PM · 1 design · 3 backend · 2 frontend · 1 QA · 1 security

01 / Brief

MoneyWiz is your trusted financial companion, designed to simplify and enhance your financial management experience. With a range of applications including mobile, watch, Mac,  and tablet versions, MoneyWiz empowers individuals to take control of their finances   in a seamless and efficient manner.

Their dedication to innovation and user-centric design shines through in every aspect of MoneyWiz. The company understands that managing finances can be complex, and that's why the team has harnessed the power of technology to create a suite of apps that not only make it easier but also enjoyable to stay on top of your financial health.

02 / Solution

At Magora, we take pride in crafting innovative solutions that leverage cutting-edge technology.   In our collaboration with MoneyWiz , we exclusively utilized Swift, the powerful programming language developed by Apple, to build a suite of applications that cater to various platforms including mobile, watch, Mac, and tablet versions.

For this project, we harnessed the power of Fastlane   in conjunction with Jenkins, a dynamic combo that streamlined the development process. Fastlane took charge of tasks such as certificate and provision file synchronization, ensuring a smooth and efficient workflow. Additionally, it played a pivotal role in the app-building process, guaranteeing the highest quality and performance standards.

Our partnership with MoneyWiz exemplifies our commitment to excellence, innovation, and delivering solutions that meet the unique needs of our clients. We look forward to continuing to push the boundaries of what's possible in the world of app development.

03 / Result

Key Features of the Money Management Application:

Comprehensive Reporting: Gain in-depth insights with a wide variety of reports or create custom ones to suit your needs.
Dashboard with Widgets: Access essential data on a customizable dashboard with widgets that can be easily arranged and reconfigured according to your preferences.
Settings Management: Easily manage settings such as currencies, categories, transaction list layouts, and bill reminders.
Enhanced Security: Safeguard your financial data with the option to set a PIN or utilize Touch ID for added security.
Cross-Device Connectivity: Seamlessly connect across multiple devices with SYNCbits, a cloud synchronization feature that automates the process.
Data Import: Effortlessly import data from other applications, including support for CSV, QIF, OFX, QFX, and MT940 files.

Centralized Account Management: Consolidate all your financial accounts in one place, including Credit Cards, Checking, Savings, Loans, Cash, and Online Banking.
Effortless Budgeting: Establish a budget and enjoy automated tracking of your expenses, or opt for the traditional envelope budgeting method.
Bill Management: Keep track of your bills in a convenient calendar view and access projections for any desired period.
Automated Online Banking: Seamlessly link your online banking accounts for automatic transaction downloads and categorization.
Simplified Transaction Entry: Easily enter your financial transactions with customizable fields and settings configuration.

The numbers after launch.

Apple platforms shipped (iPhone · iPad · Mac · Watch)

1M+

Active users

4.7★

App Store rating

100%

Swift codebase

Fastlane

Release automation

30+

Account integrations

20+

Reports + widget types

2 wks

Sprint cadence

— Client

We needed every Apple form factor to feel like the same product. Magora's Swift team treated the four platforms as one codebase, one design system.

J. Rasmussen

Head of Product · MoneyWiz

— Tech stack

Built with what holds up at scale.

Swift SwiftUI Fastlane CoreData CloudKit StoreKit

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