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MoneyWell
MoneyWell 2.0.1
Your rating: Now say why...

(3) 3.5

Personal finance manager with single-window interface.   Shareware ($49.99)
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  • Download Now
    6.9 MB
  • Visit Developer's Site
    No Thirst Software LLC
MoneyWell is finance software that helps you take control of your spending using a simple single-window interface and "envelope" cash flow management.

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 one window.

Other features include:
  • Direct Connect Banking
What's New
Version 2.0.1:
  • Improved bucket fill to process events in a more logical order

  • Improved online connection security by storing passwords in OS X Keychain

  • Added inline calculations to amount fields

  • Fixed blank preferences panel

  • Fixed invalid date range error on new reconcile statements

  • Fixed inability to delete favorites

  • Fixed inability to delete scheduled transactions
Requirements
Intel, Mac OS X 10.7 or later


Related Links
Download MoneyWell 1.4.13 for Mac OS X 10.4.







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MoneyWell User Discussion (Write a Review)
ver. 2.x:
(3)
Your rating: Now say why...
Overall:
(65)

sort: smiles | time
burypromote

+11

Ben-Marko reviewed on 10 Feb 2012
I liked and purchased MoneyWell, but over time it's bucket organization system wore me down. Entries each have toi be manually set to go into specific buckets, or you end up with a massive list of entries that aren't labeled. I mean really, who on Earth possesses enough patience to do that every day?
[Version 2.0.1]


burypromote
+1


littlelaney reviewed on 03 Jan 2012
I've been using this product for several months. I really tried to like it, but its not ready for prime time. I would prefer a simple native sync like use, but with financial software maybe more difficult.
[Version 1.7.1]


burypromote
+2

+31
lemon-kun commented on 26 Oct 2011
I was very excited about MoneyWell (see my review below), but this week I got to the point where I decided to move on and switch to another app.

Yes, like many others I have been waiting eagerly for the 2.0 release, but to be honest, for a finance app the most important thing is that it's stable, rock-solid, so your data is ok. You must be able to trust the app, otherwise you'll have to start searching for some missing transactions and seek for wrong numbers.

In course of this year, things got buggy with MoneyWell. Wrong (and after restarting the app: changing) numbers, missing transactions. That cost me a lot of time. I am not a beta tester! Especially syncing with the iPhone app caused problems. Probably NoThirst had dropped maintaining the sync because they were developing their new Dropbox sync (now you sync using Dropbox, they killed syncing over Wi-Fi).

Apart from Dropbox-syncing there was nothing really new for the last one-and-a-half years. The iPhone app was the last big improvement. Every request to the developer is answered by promising everything will get better in version 2.0, which will ship in summer 2025. I've often wondered if version 2.0 can live up to the bold announcements, but then again, there are other apps that improve in small but steadily steps.

However, I cannot wait any longer. What really bothers me isn't the slow development but the poor maintenance of the existing app.
[Version 1.7.1]


burypromote
+3

+57
Larrymcj commented on 20 Aug 2011
While I realize MoneyWell is a wonderful app, the pending v2.0 keeps getting pushed back and I wonder if it will ever arrive. In the developer's own forum back in Feb 2011 the date was to be "...by April" and then the words "...this summer" popped up. It's now almost Fall and we see nothing.

I understand things can go wrong and there can be delays...but if someone would just post an approximate date for v2.0 there might be hundreds of sales saved from those of us who have patiently waited for this but can't wait any longer. I'm ready to jump ship to SEE Finance if I don't hear something soon.
[Version 1.6.8]

4 Replies

burypromote
+2

+182
D9 replied on 06 Sep 2011
On top of that, the performance issues have become horrendous in Lion. Startups and shutdowns are painfully long. Not sure why this is, but it does have me looking at alternate programs actually updated for Lion.
burypromote

+57
Larrymcj replied on 06 Sep 2011
@D9: I'm looking very hard at Budget...it seems like a great app so far. I had hopes for SEE Finance, but I can't get used to the interface.
burypromote

+57
Larrymcj replied on 10 Oct 2011
Their latest update doesn't fix much...just adds Dropbox sync, and while that's nice...where's the big "do-over"? I'm also looking at MoneyGuru as an option.
burypromote
+1

+182
D9 replied on 10 Oct 2011
Here is what the No Thirst developers stated in their newsletter today:

All new customers purchasing MoneyWell 1.7 will also receive a free upgrade to our 2.0 release—planned for the fourth quarter of 2011. MoneyWell 2.0 is being designed specifically for OS X Lion and takes advantage of many of its new features....Our 2.0 release is making decent progress and we are in a fifth round of private testing. Once we start our public beta test, we will be announcing more details about our new Lion-enhanced app.

So we'll see if they match their promise this time. As for the 1.7 performance on Lion, I've yet to get it up & running. The Dropbox feature is nice, especially for iOS users.

/
burypromote
-1

+1
Macstyler commented on 02 Jul 2011
I'm glad I got this as part of a bundle. It will not allow me to sign in using my Financial Institution's information. It keeps demanding that I change my password and when I do, I get an error stating that I'm using 8 characters. I guess I'll keep track of my finances the old fashioned way rather than to put faith in a machine to do it for me!
[Version 1.6.8]

1 Reply

burypromote

+915
Misha replied on 10 Oct 2011
Did you contact the developer for help?
burypromote
+3

+10

Lupowilk reviewed on 27 Jun 2011
This program could be excellent, but is not able to manage the cashflow properly - no matter how accurately i count, balance and reconcile, the cashflow managment show always errors(i have or to much or to less money in buckets). So it make it useless for me. Pity, cause the interface, the iPhone App, the options available are very very good. After 1 year of use, i must find another solution :( I/m becoming really tired of this neveranding story of finding the proper soft for managing my finances.
[Version 1.6.8]


burypromote

+5

Pzs reviewed on 13 May 2011
Overall excellent program. Although I realize that it is primarily a budget program, it's so good a budgeting that it's a shame it does not have more features because I use it as my primary financial app. MW 2.0 should fix that!
[Version 1.6.8]


burypromote

+6

biggreydog reviewed on 03 Mar 2011
I know, people miss single line transactions but otherwise, this is some very nice software. Great reporting, Very stable. Ability to add billpay within the software would be my biggest thing to ad
[Version 1.6.7]


burypromote
+1

+31

lemon-kun reviewed on 08 Dec 2010
Like the others, I have tried all the other finance apps, MoneyWell was the best. Especially if you use it with the incredibly well designed iPhone App it gets really powerful – the first time in my life I like making budgets... I am happy every time I can go to the computer (or take the iPhone) and record some new finance data. Crazy...
[Version 1.6.6]

1 Reply

burypromote

+11
A Wedlake replied on 03 May 2011
The only thing about the iPhone App that frustrates me is the slow lag when entering a transaction. It's very difficult to do at the POS. Most other iPhone alternatives don't have this problem, such as iBank or iCompta. Both have other issues, but both have fast data entry.
burypromote
+3

+39

Vinkri reviewed on 05 Dec 2010
I was looking for a personal finance app...
I downloaded several trial versions: iBank, Money, iCash, Moneywell, Fortora Fresh Finance, SquirrelApp...
After really testing and trying to use them as I'd do every day, I shortlisted Moneywell and SquirrelApp.

The reason I chose Moneywell is simple: it is the only one providing an importing feature with an easy choice of date and amount formats.

Jumsoft's Money was OK until I tried to import a csv file: impossible to import a column showing positive and negative amounts: you have to separate them in the file before importing.

iBank is very good... but absolutely not user friendly (at least for me).

iCash was crap, from the beginning. Hate the interface and the buggy software.

Fortora Fresh Finance is very good. Almost bought it... but some bugs occured during my final tests...

Squirrel was great: cheap, user friendly and with a great feature: tags. Great for in depth budget analysis.
Importing was a pain, though: difficult to choose formats efficiently. Had to do imports all over again...

I tried many others, but deep testing only for these.

Moneywell was my choice and I don't regret it for a second.
Powerful, easy to use and very efficient. Great!
[Version 1.6.6]

2 Replies

burypromote

+43
Odysseus replied on 04 Feb 2011
You could try SEE Finance. It has the best (most flexible, most accurate) importing system I've seen yet.
burypromote

+44
Younkint replied on 04 Feb 2011
I second the motion re SEE Finance. I cannot have errors.
burypromote
+1

+30
Merrimac had trouble on 07 Feb 2010
Version 1.5 doesn't run on my system, whereas version 1.4 does. I'm running Tiger on a PPC, so presumably the issue is that Moneywell 1.5 is Leopard-only (or it could be Intel-only). Anyway, system requirements info should be updated.
[Version 1.5]

1 Reply

burypromote
+1

+915
Misha replied on 12 Feb 2010
1.5 requires Mac OS X 10.5 (Intel or PowerPC)

-43

Leonledragon rated on 08 Feb 2012

[Version 2.0]



+29

Vandulus rated on 08 Feb 2012

[Version 2.0]




amgott rated on 02 Jan 2012

[Version 1.7.1]



-1

Shawnmack rated on 08 Dec 2011

[Version 1.7.1]




Late rated on 19 Nov 2011

[Version 1.7.1]




Kchino rated on 30 Oct 2011

[Version 1.7.1]



+29

Vandulus rated on 25 Oct 2011

[Version 1.7.1]




Macjohn rated on 15 Oct 2011

[Version 1.7]




imppaint rated on 14 Oct 2011

[Version 1.7]




Epatrick rated on 11 Oct 2011

[Version 1.7]


Downloads:71,450
Version Downloads:192
Type:Home & Personal : Personal Finance
License:Shareware
Date:09 Feb 2012
Platform:Intel
Price: $49.99
Overall (Version 2.x):
Features:
Ease of Use:
Value:
Stability:
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time moving folders and cleaning-up.
MoneyWell is finance software that helps you take control of your spending using a simple single-window interface and "envelope" cash flow management.

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 one window.

Other features include:
  • Direct Connect Banking
  • Attached Receipts
  • Split transactions
  • Memorized transactions
  • Scheduled transactions
  • Multiple currencies
  • Exchange rate conversion
  • Transaction and tax reports
  • Spending plan w/cash flow management
  • Income allocation w/prioritized buckets
  • Click to filter graph
  • Integrated search/filter
  • OFX/QFX/QIF import
  • QIF export
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