MoneyWell

Licence: Shareware ($39.99)
Version 1.7.3 | Release Date: 2012-04-24 | Download

Version 1.7.3 (656)

*** Works best with MoneyWell version 1.2.4 for iPhone.

*** Complete a sync before updating.

  • Improved sync using MoneyWell 2 fixes
Version 1.7.2 | Release Date: 2012-02-23 | Download

Version 1.7.2 (655)

*** Works best with MoneyWell version 1.2.3 for iPhone.

*** Complete a sync before updating.

  • Improved sync using MoneyWell 2 fixes
  • Improved sync conflict resolution to be more automatic
  • Improved sync performance
  • Fixed several sync errors
  • Fixed QIF export of account current balance
  • Fixed Check Ref. column hiding on transaction list
  • Fixed selected transaction sum total to exclude voided items
Version 1.7.1 | Release Date: 2011-10-25 | Download

Version 1.7.1 (652)

*** Requires OS X 10.5 Leopard or newer.

*** Complete a final sync before updating.

  • Improved sync settings
  • Improved sync integrity
  • Improved sync performance
  • Fixed several sync errors
  • Fixed check references appearing on deposits and withdrawals
Version 1.7 | Release Date: 2011-10-10 | Download

Version 1.7 (643)

*** Requires OS X 10.5 Leopard or newer.

*** Complete a final sync before updating.

  • Added Dropbox sync capability (requires MoneyWell for iPhone 1.2)
  • Lion: Fixed search for amounts
  • Lion: Fixed initial refresh of main window
  • Lion: Fixed Welcome panel appearing during a restore
  • Fixed refresh of Financial Institutions list
  • Fixed QIF export sequencing of transactions
  • Fixed support link in Help menu
Version 1.6.8 | Release Date: 2011-03-29 | Download

Version 1.6.8 (622)

*** Requires OS X 10.5 Leopard or newer.

  • Improved the duplicates view to include fewer false positive matches
  • Improved reports to show transfers when bucket group option is off
  • Fixed an OFX import issue when a comma is used as the decimal separator
  • Fixed OFX import to ignore poorly formatted OFX check transaction notation
  • Fixed QIF import to handle buckets without names properly
  • Fixed reports to properly show split transactions with both account and bucket group options
Version 1.6.6 | Release Date: 2011-02-04 | Download

Version 1.6.7 (616)

*** Requires OS X 10.5 or newer. OS X 10.4 Tiger users should not install this release

*** Syncing requires MoneyWell for iPhone version 1.1.1

  • Improved duplicate view by adding 1 and 2 year options history range
  • Improved duplicate matching by extending date range
  • Improved OFX import with matching account numbers and different types
  • Improved OFX import to deal with empty elements
  • Improved contrast of split children on the list
  • Improved QIF to recognize account type of "CREDIT CARD"
  • Fixed duplicates view to reset flags properly
  • Fixed QIF import to only compare account name only if there is one on import
  • Fixed OFX direct connect to use requiresClientUID value
  • Fixed reports to exclude voided transactions
  • Fixed QIF import of balance date on account
Version 1.6.7 (616) | Release Date: 2011-02-04 | Download

WHAT'S NEW
Version 1.6.7:
-Improved duplicate view by adding 1 and 2 year options history range
-Improved duplicate matching by extending date range
-Improved OFX import with matching account numbers and different types
-Improved OFX import to deal with empty elements
-Improved contrast of split children on the list
-Improved QIF to recognize account type of "CREDIT CARD"
-Fixed duplicates view to reset flags properly
-Fixed QIF import to only compare account name only if there is one on import
-Fixed OFX direct connect to use requiresClientUID value
-Fixed reports to exclude voided transactions
-Fixed QIF import of balance date on account

Version 1.6.3 | Release Date: 2010-10-22 | Download
No changes specified
Version 1.5 | Release Date: 2010-02-11 | Download

* Revamped user interface for more efficient navigation
* New Cash Flow View with collapsible Money Flow List
* Drag and drop reordering of transactions within a single day
* New running balance column
* New Reconcile view with Smart Fix technology
* New Account Summary showing mini net worth information
* New Bucket Summary showing overview of bucket and cash flow accounts
* New Quick Sums showing account, bucket, transaction or money flow sums
* New All Accounts item shows consolidated accounts view
* New Split Transaction panel allows for full control of split children
* New collapsible split transactions for better transaction list split grouping
* Collapsible buckets list
* Drag and drop account assignment
* Lockable transactions to avoid accidental changes
* New smarter Fill Buckets panel
* New Cash Flow Summary report
* New prompt to merge active buckets when deleting
* New preference to open multiple documents automatically
* New preference to define auto save timing
* New view options for the Transactions List
* New void transaction ability
* Improved copy/paste of transactions to Numbers or Excel
* Improved pop-up detail window for graph columns
* New transaction-level exchange rates
* Account selection remembered between sessions
* New Starting Bucket Balances panel for easier cash flow setup
* New user-defined spending plan starting day of the month
* Improved Direct Connect Banking
* Improved user control over importing and merging transactions
* New Ignored Alias List
* New custom report titles
* New memo field on money flows
* New manual money flows that don't affect fill buckets
* Dozens of other features and fixes

See: http://nothirst.com/moneywell/history.html

Version 1.5 (447) | Release Date: 2010-02-11 | Download
  • Revamped user interface for more efficient navigation
  • New Cash Flow View with collapsible Money Flow List
  • Drag and drop reordering of transactions within a single day
  • New running balance column
  • New Reconcile view with Smart Fix technology
  • New Account Summary showing mini net worth information
  • New Bucket Summary showing overview of bucket and cash flow accounts
  • New Quick Sums showing account, bucket, transaction or money flow sums
  • New All Accounts item shows consolidated accounts view
  • New Split Transaction panel allows for full control of split children
  • New collapsible split transactions for better transaction list split grouping
  • Collapsible buckets list
  • Drag and drop account assignment
  • Lockable transactions to avoid accidental changes
  • New smarter Fill Buckets panel
  • New Cash Flow Summary report
  • New prompt to merge active buckets when deleting
  • New preference to open multiple documents automatically
  • New preference to define auto save timing
  • New view options for the Transactions List
  • New void transaction ability
  • Improved copy/paste of transactions to Numbers or Excel
  • Improved pop-up detail window for graph columns
  • New transaction-level exchange rates
  • Account selection remembered between sessions
  • New Starting Bucket Balances panel for easier cash flow setup
  • New user-defined spending plan starting day of the month
  • Improved Direct Connect Banking
  • Improved user control over importing and merging transactions
  • New Ignored Alias List
  • New custom report titles
  • New memo field on money flows
  • New manual money flows that don't affect fill buckets
  • Dozens of other features and fixes
Version 1.4.11 | Release Date: 2009-08-20 | Download
  • Added CLIENTUID tag support for OFX direct connect downloads (Zions Bank)
  • Changed account detail updated date field to be editable
  • Fixed memorized transaction list amount not showing values in the thousands
  • Fixed problem with export of split transactions
Version 1.4.10 (254) | Release Date: 2009-07-09 | Download

Version 1.4.10 (254) - July 9, 2009
-Added preference to turn off appending of memos on merge
-Fixed QIF export to properly group split transactions
-Fixed QIF import to properly sequence split transactions
-Fixed transaction date change to not change cleared date on cleared transactions

Version 1.4.9 (252) - June 26, 2009
-Added shortcut key for Make Bucket Optional
-Improved number format selector on CSV and QIF imports to handle non-U.S. decimal delimiters
-Improved duplicate merge to intelligently append memo field text
-Improved text description on Set Password panel
-Fixed CSV import to properly handle tab-delimited data with blank columns

Version 1.4.8 (248) - May 23, 2009
-Fixed OFX import bug hiding imported transactions
-Fixed Spending Plan historic amount to use account currency
-Fixed account sort on reports to use only user sequenced order

Version 1.4.7 (246) - May 16, 2009
-Improved duplicate merges to update check reference if available
-Fixed import of OFX file bug from 1.4.6
-Fixed changing of transaction status to save edits in progress
-Fixed bucket balance total to update after cash flow start amount change
-Fixed reports to show localized account currency on account breaks

Version 1.4.6 (243) - May 14, 2009
-Improved import of OFX files that have missing element data
-Improved import of QIF files when transactions are missing dates
-Improved download of financial institution info from nothirst.com
-Changed minimum window size to support smaller screens
-Fixed Allocate Income to pick the correct month half by default
-Fixed crash if Search Transactions was active prior to a reconcile
-Fixed duplicates matching to pick oldest transaction first
-Fixed several buttons to have a clearer accessibility identity

Version 1.4.5 (239) - April 8, 2009
-Added ability to manually merge two selected transactions
-Added Customize Toolbar and Hide Toolbar to View menu
-Added memo field search for memorized transaction aliases during imports
-Fixed interface freezing on Reconcile view for certain accounts
-Fixed Allocate Income to recognize previous early allocation
-Fixed Reconcile view to properly refresh the transaction list when the date range is changed
-Fixed Split totals to show properly in Reconcile view
-Fixed Hide Split Children and Show Split Totals to toggle each other as needed
-Fixed graph to show amounts of split children even when they are hidden
-Fixed a refresh problem on transaction list after downloads and imports
-Fixed cash flow start date and amount to point to new bucket after merge
-Fixed interface freezing when adding an account without an internet connection
-Fixed reports to exclude pending transactions
-Fixed disappearance of repeating pending transactions when one was marked as Open
-Fixed repeating transaction to work properly when ending set to Never
-Fixed error stopping Update Similar Transactions panel from appearing
-Fixed problem with autosave not occurring after editing money flows
-Fixed encoding problem with certain direct downloads that caused interface to freeze
-Fixed sample date not showing on certain QIF files prior to import

Version 1.4.4 (232) | Release Date: 2009-05-02 | Download

Version 1.4.4 (232)
- Added grand totals to transaction reports
- Added a Preference to turn off automatic creation of memorized
transactions
- Added New Money Flow command to action menu below buckets list
- Changed new money flow panel to default to selected bucket(s)
- Changed Transaction List view hotkeys to also set focus to the list
- Changed Report Panel to disable Period and Range when printing
selected transactions
- Fixed repeating transaction bug where future transactions didn't
generate
- Fixed bucket totals to always refresh after imports or downloads
- Fixed duplicate matching to ignore checks without numbers
- Fixed duplicate matching to match oldest dated transactions first
- Fixed list sorting to ignore case and localization issues
- Fixed bucket sorting in pop-up lists to use proper user-defined
sequence
- Fixed error when adding a memorized transaction without a current
transaction selected
- Fixed accidental resequencing of buckets after new bucket and
restart
- Fixed save error when reordering a newly created bucket in the list
- Fixed reports to show selected transactions when that selection is
chosen

Version 1.3.9 | Release Date: 2008-08-16 | Download
No changes specified
Version 1.3.8 | Release Date: 2008-07-30 | Download
No changes specified
Version 1.3.7 | Release Date: 2008-06-06 | Download
  • Added tooltips to Add Bucket and Action Menu buttons on main window
  • Fixed Frequency and Timing pop-up menus on Spending Plan panel
  • Fixed Reconcile panel so it doesn't interrupt entry of dates and amounts
  • Fixed Reconcile panel so it hides previously reconciled transactions
  • Fixed refresh of graph when showing/hiding future transactions
  • Fixed a problem where transaction date was changed during reconcile
Version 1.3.3 | Release Date: 2008-05-07 | Download
  • Improved performance of transaction detail entry and selection
  • Improved performance of cash flow graph refresh
  • Added progress indicator to graph refresh
  • Added Flow As option to Allocate Income giving user control over timing
  • Added View menu option to control future time period for viewing pending transactions
  • Added prompt to update memo on scheduled transactions
  • Added Bucket column to current, reconcile, and duplicates lists
  • Added Resend License Code button to license dialog
  • Changed memorized transaction to also update buckets when multiple transactions are selected
  • Changed buckets refresh to allow transaction to stay in detail panel during bucket assignment change
  • Changed tables and views to save specific layouts for each document
  • Fixed Search Transactions to properly find amounts with zero cents
  • Fixed transaction detail to keep focus on bucket entry after change
  • Fixed problem opening documents on some 10.4 systems
Version 1.2.7 | Release Date: 2008-01-26 | Download
  • Added QIF export with filter control
Version 1.2 | Release Date: 2007-12-12 | Download
  • Added automatic memorized transactions
  • Added transaction list report
  • Added user-controlled duplicate transaction review during imports
  • Added cash-only transactions for easier spending cash tracking
  • Added ability to change existing transaction to a transfer
  • Added status info message showing balance to date and transaction sum
  • Added copy/paste of transactions to Numbers or other tab-delimited destinations
  • Added copy/paste of transactions within MoneyWell
  • Added Transfers smart bucket to monitor transfer transactions
  • Improved reconcile to automatically set starting date and balance
  • Improved reconcile to hide reconciled transactions from earlier statements
  • Improved transaction list -- the selected transaction stays visible better
  • Changed negative number display to red in color
  • Changed new file setup to add a cash account by default
  • Fixed autosave interruption of memorized transaction edit
  • Fixed crash on undo of split transaction change
  • Fixed import to key only on account number and ignore routing number
  • Fixed missing commit of editing on Transfer panel
  • Fixed QIF import to handle split deposits with a withdrawal transaction
  • Fixed bucket detail to stop accidental bucket type changes to smart
Version 1.1.3 | Release Date: 2007-11-14 | Download
  • Fixed OFX import to accept non-standard account type and date formatting
  • Fixed premature end of edits in reconcile mode
  • Fixed undo/redo when creating a new transaction
Version 1.1 | Release Date: 2007-11-08 | Download

release notes not available at developer site nor in the download

Version 1.0.6 | Release Date: 2007-10-21 | Download
  • Fixed QIF import for ASCII/UTF-8 encodings
Version 1.0.5 | Release Date: 2007-10-08 | Download

Release notes not available.

Version 1.0.4 | Release Date: 2007-10-01 | Download
  • Fixed PowerPC-related bug for spending plan totals
Version 1.0.3 | Release Date: 2007-09-25 | Download
  • Added a new bucket button next to action button
  • Revised look of empty and overallocated/overspent buckets
  • Connected bucket refresh to graph selection
  • Fixed problem with year first date input/import
  • Fixed problem with Initial Rollover panel
  • Fixed problem with Allocate Income panel
  • Fixed problem with drag and drop bucket new flow creation
  • Fixed problem with new bucket creation (fake label issue)
  • Fixed problem with memorized transaction panel
  • Fixed crash on exit
  • Fixed refresh of split transaction total
Version 1.0.2 | Release Date: 2007-09-12 | Download
  • Added user preference "Localize date for QIF import"
  • Added ability to revise the initial rollover amount
  • Added QIF support for FI using currency symbols in amounts
  • Added large splitter handles to bucket and graph bars
  • Added show decimals preference on spending plan panel
  • Window size and position now remembered per document
  • Accounts now sorted by type and name
  • Initial rollover timer disabled; activates with allocate income
  • Changed initial rollover suggested amount to never be negative
  • Transaction filter cleared on new transaction or account
  • Fixed removal of bucket assignment from a transaction
  • Fixed buckets view on New Money Flow Panel dropdowns
  • Fixed buckets sort on New Memorized Transaction Panel dropdown
  • Fixed invalidated object error
  • Fixed initial rollover not saving amount without tab or enter key
  • Fixed name sorts to be case insensitive
  • Fixed edit commit failure on account change
  • Fixed auto-save failure after undo of memorized transaction update causes
Version 1.0.1 | Release Date: 2007-09-03 | Download
  • Added support for localized date format
  • Added support for localized decimal and currency formats
  • Added date entry to transfer panel
  • Fixed problem with monthly rollover Now button
  • Fixed QIF import with improper check type assignment
  • Fixed missing button on About panel
  • Fixed crash after cancel of new money flow
Version 1.0 | Release Date: 2007-09-01 | Download
No changes specified