All Your Finances at a Glance

Organized: An overview of all your accounts and investments.
Secure: Comprehensive protection for online banking.
Clear: Income and expenses at a glance.

Ideal for anyone who wants a perfect overview of their finances—both personal and business.

Checking accounts, savings accounts, money market accounts, etc.—your assets take many forms.

But that’s exactly what makes finances complicated. Bring order and clarity to your finances:
With WISO Mein Geld Professional, you can manage all your checking accounts, savings accounts, money market and time deposit accounts,
home savings accounts, stock and securities accounts, foreign currency accounts, tangible assets, and insurance portfolios in
a single program—and know exactly where you stand, down to the cent, at all times.

Immediately after launching, WISO Mein Geld displays the “My Finances” overview. There, you can see the
most important information about your money at a glance—up-to-the-minute and accurate down to the cent. With just one click,
you can access online banking, make transfers, or view your account statements. WISO Mein
Geld uses an intelligent rule system to categorize your transactions into various income or
expense categories and displays the results graphically. WISO Mein Geld can also calculate your transactions, investment options,
and loans in advance. This way, you’ll know immediately how your finances will develop in the future.
Ideal for planning a loan or mortgage: You’ll know in advance how much your loan will cost
and can compare offers effectively.
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This is how WISO Mein Geld becomes your personal financial manager. And to ensure the software supports you optimally,
the user interface of WISO Mein Geld has been tailored to the needs of both beginners and professionals alike:
Beginners are supported by wizards and context-sensitive help, while experienced users will
appreciate the breadth and depth of its features. With WISO Mein Geld Professional, you can manage your banking transactions
on your PC or on the go—for example, using your USB flash drive. This means you always have all
your financial data with you for flexible and secure banking. The package also includes a user manual in PDF format.

Features

•  Manages your checking accounts, savings accounts, money market accounts, time deposit accounts, and home savings accounts, as well as stock and
securities accounts, foreign currency accounts, tangible assets, and insurance accounts
•  Shows you the most important information about your finances at a glance—up-to-the-minute and accurate to the cent
•  Secure online banking, including support for iTAN, mTAN, eTAN, chipTAN, smartTAN, etc.
•  Launch online banking with a single click, make transfers, or retrieve your account statements
•  Assigns your transactions to various income or expense categories using an intelligent rule system
and displays the results graphically
•  Calculates your transactions, investment vehicles, and loans in advance
•  Supports the SEPA procedure
•  More than 4,000 bank connections
•  Account ticker—automatically notifies you of your account activity
•  Mobile-friendly: You can manage your banking transactions on your PC or on the go, e.g., using your USB drive
•  130-page full-color user manual with many practical examples
•  Includes updates for online banking and software through 2029

Service Description

A PERFECT OVERVIEW OF YOUR FINANCES
Accounts, savings accounts, credit cards, investments, home savings plans, rewards programs, and much more—WISO Mein Geld brings
it all together and provides a 360-degree view of your finances

SIMPLE AND CONVENIENT ONLINE BANKING
Update your account balances and handle transfers, direct debits, recurring payments, and scheduled payments
easily, conveniently, and comfortably from home or on the go. Includes mobile banking, e.g., for USB drives. This way,
you always have your financial data with you.

SECURE ONLINE BANKING
WISO Mein Geld uses the secure HBCI/FinTS payment standard as its core technology. With the online
banking feature, you can easily handle all your banking transactions.

ORGANIZE YOUR STATEMENT ARCHIVE
Bank statements can be archived indefinitely. WISO Mein Geld supports searching for individual
bank statements with its professional search function.

WISO MEIN GELD PROFESSIONAL – THE EXTRA EDGE IN PERFORMANCE!
With WISO Mein Geld Professional, you can also manage your
•  Securities accounts
•  Foreign currency accounts
•  Contracts
•  Insurance portfolios
•  Real asset accounts

SIMPLE
All your accounts at a glance, all your cash flows under control, the ability to view your entire financial situation at any time, and—if
needed—to forecast into the future. WISO Mein Geld does all of this virtually automatically. Whether it’s
personal or business funds.

BRILLIANT
Transactions transmitted by the banks are sorted and automatically assigned to different categories.
This gives you instant clarity—you know where your money is going and what expenses you can
afford in the future. You have an up-to-date overview of your
finances in a matter of seconds, anytime.

The technical data is provided to us by third parties for non-binding information purposes. We accept no liability for errors in this data.