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MoneyWell
MoneyWell 2.0.3
Your rating: Now say why...

(9) 3.3333333333333335

Personal finance manager with a single-window interface.   Shareware ($49.99)
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  • Download Now
    6.7 MB
  • Visit Developer's Site
    No Thirst Software LLC
Since 2007, MoneyWell has been the favorite budgeting app for people looking to make a real change in their financial futures. We spent months poring over what was great about MoneyWell and what could be made even better. Below are just some of the cool new features for 2012.

Feature Summary:
  • Built for Mac OS X 10.7 - full-screen support, auto restore, auto save, and more
  • Redesigned Interface - cleaner, more informative, and easier on the eyes
  • Event-based Budgeting - build your spending plan faster and more accurately
What's New
Version 2.0.3:
  • Improved sync with MoneyWell 1.5.3 for iPhone
  • Improved handling of poorly formatted OFX files
  • Fixed 15510 OFX download error for some banks
  • Fixed random addition of an empty investment account
  • Fixed QIF import of split transactions
  • Fixed stalled import when blank aliases exist for favorites
  • Fixed a crash during QIF import
  • Fixed the creation of a blank "New Account" on OFX imports
  • Fixed matching memos from appending on merge of imported transactions
  • Changed QIF import to default to cleared status
  • Fixed QIF export of multiple-line memos
  • Fixed exchange rate reversal for new bucket transfers
  • Fixed missing split children when All Transactions selected for reports
  • Fixed amount change on transfers between different currency accounts
  • Fixed currency display for scheduled transaction info panel
  • Fixed account popover to allow removal of online connection selection
  • Fixed account selection in reconcile view
  • Fixed update of transaction amount after the creation of a new transfer
Version 2.0.3:
  • Improved sync with MoneyWell 1.5.3 for iPhone
  • Improved handling of poorly formatted OFX files
  • Fixed 15510 OFX download error for some banks
  • Fixed random addition of an empty investment account
  • Fixed QIF import of split transactions
  • Fixed stalled import when blank aliases exist for favorites
  • more...
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:
(9)
Your rating: Now say why...
Overall:
(71)

sort: smiles | time
burypromote

+1
Bobka commented on 14 Mar 2012
Update price, please.
$49.99, not $59.99.
[Version 2.0.2]


burypromote
+3

+2

dnoguero reviewed on 07 Mar 2012
I've been a Moneywell user since 2008. I always liked what the developer was trying to accomplish and it served my needs pretty well. I put up with the occasional bugginess, poorly written iPhone app and numerous sync issues because I was already invested in the program. With the version 2 release (a paid upgrade), I've finally decided to switch to iBank rather than pay more money in hopes the developer can resolve their quality control issues.
[Version 2.0.1]


burypromote
-1

-1

Gorin reviewed on 18 Feb 2012
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 still believe new releases will provide more clear interface. I use MoneyWell with Numeric Notes, one for finance tracking, other for finance calculations. And I completely satisfied with them.
[Version 2.0.1]


burypromote
+3

+23

Stefano Cecere reviewed on 13 Feb 2012
i'm sorry.. this 2.0 made me search for serious alternatives (at the end i jumped into Moneydance)

2.0 has no usable reports. slow UI (on a high end Mac) with my 10 years data. very difficult management of budgeting (maybe it's more powerful than others.. but i can't find my way.. ah.. i've been using 1.7 for 2 years)

i'll keep an eye on this app.. but i guess Moneydance or Money suit better for me
[Version 2.0.1]

1 Reply

burypromote
+1

+9
A Wedlake replied on 06 May 2012
I agree. There are companies that can manage great UI and great plumbing underneath. MoneyWell has a great UI (even the iOS app is great in that way), but the database used to manage the data is as slow as molasses, and sync has never worked reliably even in 1.x. They need to regroup before they lose all their customers (as they did me when they couldn't get 1.x sync working and they promised a better experience with 2.x). So far that is not happening.
burypromote
+1

+38
Mhoutman commented on 11 Feb 2012
I used this app since late summer 2010 and always felt a beta tester.

From April 2010 until october 2010 there even wasn't a decent update and now as finally 2.0 is released I have to pay again - being one of their early adapters and a few weeks to early to buy their version 1.0 - which I refuse although I understand very well that not all upgrades can be free !

So I'm in need for a good alternative.
[Version 2.0.1]


burypromote
+3

+24

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

+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

+51
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

+60
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

+192
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

+60
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

+60
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

+192
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

+4
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

+940
Misha replied on 10 Oct 2011
Did you contact the developer for help?
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

+940
Misha replied on 12 Feb 2010
1.5 requires Mac OS X 10.5 (Intel or PowerPC)

+5

Mistertoad44 rated on 06 May 2012

[Version 2.0.3]




Compnerd63 rated on 23 Apr 2012

[Version 2.0.3]



+81

Weaselboy rated on 17 Apr 2012

[Version 2.0.3]



-2

((macuser)) rated on 14 Apr 2012

[Version 2.0.2]



+81

Weaselboy rated on 10 Mar 2012

[Version 2.0.2]



+81

Weaselboy rated on 06 Mar 2012

[Version 2.0.1]




flyeta@me.com rated on 03 Mar 2012

[Version 2.0.1]




George B rated on 02 Mar 2012

[Version 2.0.1]



-50

Leonledragon rated on 08 Feb 2012

[Version 2.0]



+33

Vandulus rated on 08 Feb 2012

[Version 2.0]


Downloads:73,868
Version Downloads:553
Type:Home & Personal : Personal Finance
License:Shareware
Date:17 Apr 2012
Platform:Intel
Price: $49.99
Overall (Version 2.x):
Features:
Ease of Use:
Value:
Stability:
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Since 2007, MoneyWell has been the favorite budgeting app for people looking to make a real change in their financial futures. We spent months poring over what was great about MoneyWell and what could be made even better. Below are just some of the cool new features for 2012.

Feature Summary:
  • Built for Mac OS X 10.7 - full-screen support, auto restore, auto save, and more
  • Redesigned Interface - cleaner, more informative, and easier on the eyes
  • Event-based Budgeting - build your spending plan faster and more accurately
  • Intelligent Bucket Fill - one click and your buckets are filled
  • Interactive Reports - dynamic, on-screen reports
  • Quick Filters - new filter bars give you faster searches with more focus
  • Smart Filters - create and name filters as reusable transaction searches
  • Transaction Tags - create tags to track transactions and use as report breakouts
  • Investment Support - track your individual stocks and your portfolio
  • Repeating Transactions - new repeat options are more flexible than ever
  • Calendars - new pop-up calendars for clickable date entry
  • Faster Sync - updated MoneyWell for iPhone sync to be faster and more reliable
Event-based Budgeting

We think MoneyWell's new event-based budgeting will revolutionize the way you control your spending. Simply create a list of events that tell MoneyWell how you spend your money and let it build your budget. For example, your Dining Out bucket can have one event for your weekday espresso, another for lunch three days a week, and a third event for date night with your spouse once a month. MoneyWell takes care of the calculations and setting aside income for these events.

Having your spending plan broken up into events also makes budget revisions easier. If your electric bill rises, simply adjust that one event. Forget a birthday? Just add a new event. Pay off a loan? Remove an event. The guesswork behind your budget amounts disappears.

Powerful, Refined Interface

MoneyWell's single-window design was a good start to eliminating the typical clutter of other finance apps, but we've taken a critical eye to our own app and have created what we think is a thing of beauty. Even though we added dozens of major features, you wouldn't know it by looking at MoneyWell. MoneyWell 2 gives you incredibly flexible filtering and search tools to find long forgotten transactions or to focus on specific content for reporting.

Clean Visuals for Budgeting and Banking

MoneyWell is designed to hold thousands of transactions, but information is useless unless it's easy to understand. Every view has been designed to present your banking and budgeting details in a clear and concise manner. Graphs are available for nearly every list to give you the big picture. Headers above each list give summary information along with quick totals for selections. Every visual has been crafted to help you see exactly what you need right where you are.

Interactive Reports

MoneyWell was designed to give you great financial feedback in every view, but when you need to share information with others, reports are a great tool. With our 2.0 release, you can create and save reports that have different content, totals, groupings, date ranges and watch the report change as you adjust these settings. Zoom in and review them in the main window or go old school and print a paper copy.

Unlimited Smart Filters

Smart filters are saved searches based on criteria you set up. If you do a quick search using the filter bar in MoneyWell, you can save that as a smart filter with a single click. You can also create a smart filter from scratch by just adding rules to the filter.

Want to filter your transaction list to all withdrawals last year with a "vacation" tag? No problem. How about filtering to all transactions assigned to dining tagged as "business expense" with an amount over $20? Easy. Add as many smart filters as you'd like with any combination of conditions based on date, payee, memo, amount, tags, and more. These work for every view and report giving you complete control over what you see.

Best-in-Class Currency Support

No other finance app allows you to record a transaction in one currency, store it in an account register in a second currency, and assign it to a budget bucket in a third. Only MoneyWell gives you the flexibility to keep your budget in check no matter where you live or travel.

When you set the currency on your transaction, MoneyWell automatically looks up the exchange rate based on the currency of your selected account. If your bucket has a third currency, it does the same for that.

Since exchange rates are rarely perfect, MoneyWell also allows you to set the exact amounts for all three currencies and keeps those stored within each transaction.

Built for Mac OS X 10.7

MoneyWell 2 was designed to take advantage of the OS X improvements in Mac OS X 10.7. We think Apple has really outdone itself with Lion by adding Full-Screen Apps, Resume, Auto Save, Versions, and Gestures--all features supported by MoneyWell.
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