MoneyWell

Version: 1.7.3 || Release Date: 2012-04-24 || License: Shareware ($39.99) Developer: No Thirst Software LLC | App Owner: factoryjoe

Personal Finance Software for Mac OS

MoneyWell... Personal finance software that helps people take control of their spending.

Most financial packages focus on historic information. By the time users see what has been spent, it’s too late to fix the problem. MoneyWell shows what’s happening right now with innovative Spending Buckets and a Money Flow Graph all presenting real-time feedback. The user knows immediately when spending is getting out of hand by just glancing at the single-window interface.

Other features include:

  • Split transactions
  • Memorized transactions
  • Spending plan w/cash flow management
  • Income allocation w/prioritized buckets
  • Click to filter graph
  • Integrated search/filter
  • QIF import

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13 Opinions

Well, I'm use MoneyWell since 2007. Despite the fact that last release interface overcomplicated sometimes, and my system slowdown sometime (very very rare), I think it worth the money. I use MoneyWell with Numeric Notes, one for finance tracking, other for finance calculations. And I completely satisfied with them.

I still believe new releases will provide more clear interface. If you have some doubts about it, I highly recommend you to try it.

Moneywell came out with a new version that has a new sync. The old one had some issues, they said they were working on it. The new one added to those issues sync issues.

At this time the lack of features and the issues make it difficult to use. Makes the other finance apps look appealing.

I appreciate the effort put into some of the features and the interface design is very mac-like, but this still does not change the fact that it's a complex program.

I have spent countless minutes staring, clicking, wondering what to do next. The addition of some wizards to guide beginners through the process would be ideal. Like this: "1. How much money is in your bank account right now? Type it in. 2. How much is owing on your credit card right now? 3. Download last month's statement from your bank. 4. Import" and so on.

I can't find a way to export charts of your previous spending so you can visually track your spending.

Lastly, the last time I tried to import my iPhone data I got unhelpful error dialogs. Visiting the developer website just takes you to a lot of generic troubleshooting steps which leads me to believe they don't really understand all the conditions in which syncing can fail.

Luckily, I've bought a copy of Jumsoft's Money, so I'm going to give that a try.

Such a great app for tracking finances. Looks really good, works well and the support is really great and helpful also. Looking forward to the iPhone app coming soon.

Importing OFX files and other files has always went smoothly and everything has come in correctly. Something other programs I've tried have had issues with.

Recently switched over from iBudget/Squirrel. Took a couple days to get used to the interface, but all is good now.
The spending 'cap' is making me guilty of overspending.. this was an existing feature in iBudget, but I had to set it manually. Moneywell does this for all categories (aka 'buckets') so.. no exceptions.

MoneyWell has progressed greatly since the first release and the latest beta of version 1.4 has finally won me over!

This is a very complete financial program that is well presented and easily handles my various accounts. Data entry is quick and simple (the current beta has really tightened things up here, especially for users that prefer the keyboard to the mouse) and the various auto-fill features minimise the effort needed to enter amounts and to assign income and expenditure to budgets. I had never worked with the "envelope method" before but MoneyWell makes it seem like the most natural way to manage your finances. Kudos to the developer for making such a mundane task enjoyable!

For anyone reading earlier reviews, it is worth noting that features that were initially missing from MoneyWell, such as recurring transactions, transaction matching on import and localised formatting are all included and work flawlessly. I especially like the attention to detail that the developer has shown to things that are often simply taken for granted. For example, after I imported my weekly cash spending as a CSV file from my iPod touch (an easy task thanks to the options offered in the slide-down import pane) I assigned each item to a budget bucket. MoneyWell took note and now imports are all automatically assigned to the correct bucket. Very nice.

It has been mentioned elsewhere but I will repeat it based on my own experience: the developer is very helpful and very responsive, he really does care about his product and his customers. MoneyWell is also supported with a web site brimming with screencast tutorials and useful articles. I especially liked the tip about not getting bogged down in minutiae when planning your budgets!

Rather than continue for the pages it would take to list everything that MoneyWell offers I will simply recommend that anyone who is looking for a powerful, user-friendly way to manage their finances checks out this gem of an app.

This app has totally changed the way I think about my spending habits. With MoneyWell, I understand what it takes to control my finances. I recommend this program to anyone looking for more than a way to track their accounts; MoneyWell causes you to control your financial future.

I've tried nearly every finance managing app available for Mac... and finally found out that MoneyWell was the best for my personal use.

The great thing about MoneyWell is the way it allows you to manage your budget : it uses the envelope method, so you put money in different "buckets"/envelopes and use it until the bucket is empty... you're not checking the way you spent your money after spending it (like in most apps). It allows you to really control your spendings, not just analyse them through reports and stats.

The UI is great. Yeah, there're still a few features missing, but the developper is one of the most reactives : 2 updates this week, answers to every question... The 1.3 is on the way, with scheduled transactions for example. The last updates corrected a lot of things, and I think things like handling non-US date formats (when importing QIF at least) and QIF import in general [cf. sentience post] are now fixed.
Besides, I like the fact that it doesn't have a handful of features useless to most of all or that a specific app would handle better. I don't like for example mixing budget management with stocks management.

Having used a lot of conventional finance applications, I find MoneyWell a breath of fresh air. It really helps you to monitor (and maybe even stick to) a budget rather than just act as a list of your transactions. While it does lack a few features such as scheduled transactions, it is continually being improved.

I have not tried as I have aborted as such MS Money.

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