MoneyWell
MoneyWell
3.0.13

3.1

MoneyWell free download for Mac

MoneyWell

3.0.13
07 October 2019

Unique personal finance manager and budgeting app.

Overview

MoneyWell is a streamlined solution for money management on your Mac. If you've ever been overwhelmed by the needless complexity of other personal finance applications, you'll find MoneyWell to be a breath of fresh air.

Features:
  • Single-window simplicity - Tracking your transactions doesn't have to be intimidating. With its single-window interface, MoneyWell brings everything together to give you a better handle on your financial data.
  • Event-based budgeting - Take charge of your financial future with MoneyWell's event-based budgeting feature. Simply create a list of common transactions and let MoneyWell build a budget that's custom-tailored to your spending habits -- it's that easy!
  • Interactive reports - We all need help managing our money sometimes. MoneyWell's reporting features provide invaluable financial feedback to help you improve you spending and budgeting practices.

What's new in MoneyWell

Version 3.0.13:
  • Small update to allow app to luanch properly under 10.15 (Catalina)

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59 MoneyWell Reviews

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Rate this app:

Zenrain
14 February 2009

Most helpful

I've been using MoneyWell for almost a year now. I originally switched from Cha-Ching, which I had been extremely frustrated with. It was actually the last finance software I tried, I had also worked with iBank, and Mdance. The original switch was a bit of a shock. At the time I started using it, MoneyWell wasn't exactly the best looking financial application on the block. Also, getting started with the allocation and bucket system took me the better part of a day to figure it out, and then another day to undo my previous days mistakes. :) Honestly, the only reason I stuck with it at that time was the developers amazing responsiveness on the forums. It took me a week to start appreciating it's design. To enter a transaction date for this month just enter the day. Or if it's not in the month, enter the month and the day. Any delimiter. This kind of attention to detail is throughout the application. Well, it's 11 months later. The interface has had some significant changes to make it easier to use and read. Kevin has added direct connect for a lot of Banks. There are improvements to reports, you can link to receipts. All this is nice. Actually, compared to other apps in the same period of time, it's really impressive. But the best part of this application is my finances are now in order. I now have money set aside in advance for bills. I'm not overspending. In fact, my spending habits have completely changed. There are very few applications that have changed my life. This is one of them.
Like (16)
Version 1.4.3
Ethan-19d-org
18 May 2018
I love the app - one of the best and have used for years (Since v.1) However - the latest versions no longer support cloud sync do to Dropbox changing methods. So I can't use it anymore and am trying to find a replacement.
Like (1)
Version 3.0.6
Mirsky
22 October 2017
This is the best app for budgeting and keeping track of spending that I've found for Mac. I find it indispensable. Once you understand how its budgeting features work, it makes making a spending plan, monitoring spending and staying within a budget extremely easy. I have not found another Mac finance app that works so well in this regard.

I've also never had problems with the app quitting unexpectedly or experienced any major bugs.

I have a few criticisms, though: development is slow and the website for the app got rid of the forums which used to be helpful. But I'm still giving it five stars because I think it's the best app for Mac for personal finance.
Like (1)
Version 3.0.5
lumierejc
01 September 2017
I purchased MW1 back in 2009 and used it until a few weeks ago when I had to upgrade due to running Sierra. I installed MW3 and had issues. It took about a week but Kevin started emailing me and did so often until my questions were answered and things were fixed. I remembered from 2009 when I had initial questions how Kevin wrote me then too. It seems this APP is supported by the creator himself, Kevin, and I appreciate the personal contact. I guess with it being just him answering emails it can take a while to hear back, but the 1st rate support once it begins is nice. Everything is working fine now. Thanks Kevin.
Like (1)
Version 3.0.2
Lee-H
27 December 2016
Completely flaky. When you create a new statement to reconcile, it keeps setting the date at Dec. 31; you have to quit the app and go back in to set the real date. Budgeting is completely counter-intuitive. No tutorials. No response to questions. I REALLY want to migrate to something else.... anything.... but am afraid of losing data.
Like (1)
Version 3.0
webreg
26 October 2016
I downloaded the trial of this application and quite liked it but when I contacted their support service to ask a simple question I didn't receive any reply at all. I contacted them again and didn't get any reply to that either and still haven't a month later. As a result of this lack of support and customer service I decided against buying the software. It's a shame as the software itself is quite good and has plenty of potential and I like the bucket system but I'm not paying money to a company that cannot provide even basic support.
Like (1)
Version 3.0
DrJJWMac
25 January 2016
The developer has posted a private beta to those users who bought in to an advance release. That was ... some time ago. Since then, nothing. Granted, the beta 3.0 of MoneyWell runs nicely on OS X 10.11. However, the developer is clearly not interested in doing any support of this app. I keep it because I don't see anything that fits my method of tracking budgets. The second favorite, iCompta, has its own problems. For instance, I could download my Bank of America account immediately with Moneywell while I had to take an hour to figure out how to jury-rig the same download in iCompta. Summary: This remains my personal favorite and probably the best for budget management rather than financial tracking. Use it at the current version at your own risk. Perhaps pay to be on the 3.0 beta release. Be prepared to realize, the developer has little to no interest in your input, feedback, or problems. I would rate it at 4 stars with a modicum of developer support. I rate this as a ONE STAR for the total absence of developer support.
Like (1)
Version 2.3.9
Powderpiggie
19 November 2015
The old version of moneywell was well-supported, but the new version is a paid version with admittedly no new features. The support forums have been removed from the web-site and emails are not returned. I bought the original and was happy about it, but I won't be purchasing an app that has no feature updates and no support.
Like (1)
Version 2.3.9
paulrudy
06 October 2015
Even though the software went to a new owner after years with the highly regarded previous owner, I took a risk and bought it. No sooner did I do that than an upgrade broke the "undo" function. Several months and updates later, it is still not fixed. Pathetic. I really liked Moneywell in concept and execution, but I feel that I can't trust the new owner to commit to its maintenance.
Like (2)
Version 2.3.9
DrJJWMac
01 February 2015
I was a strong supporter of this app 2 years ago. Unfortunately it seems no longer to be supported in its public forums or Webpage. The new owner/developer offers email assurances that "we are very much alive and well and development continues to move forward" while also stating in the same sentence that "we don't have features or release dates to publish at this time". The UI is sadly showing its age (nearly 2 years). While the app works locally under Yosemite, it has stutters and delays (spinning beach balls), and I have yet to re-start the sync option to use the iPhone companion app. When you want a bucket method that is designed for planning budgets with account tracking included, you basically have a choice between this app and one other. In the event of an even development of both, MoneyWell would be my very strong, personal recommendation. MoneyWell looses significant points for its current total lack of public support and development plan (you should guess whether it will or will not be sustained or die in the future). When you would be comfortable or actually prefer using an account-based method that is designed for tracking income/expenses with budget prediction included, absolutely look elsewhere. I have been. Indeed, even though I prefer the bucket and budget planning based method, I have since found an income/expense management app that will likely substitute very nicely for MoneyWell.
Like (4)
Version 2.3.4
2 answer(s)
lemon-kun
lemon-kun
12 March 2015
The "one other app" that does envelope budgeting too – you mean iCompta? Personally, I find iCompta great and the envelope budgeting (that is offered as an option next to traditional budgeting) solved very well…
Like (1)
DrJJWMac
DrJJWMac
12 March 2015
@lemon-kun: For budget management rather than account oversight, I was talking about YNAB. I have tried iCompta. It stands as my strong favorite financial app. Admittedly, I did not look at its envelop budgeting method as closely as I could have, and I have not yet abandoned MoneyWell. When I might jump from MoneyWell, it will be to iCompta.
Like (2)
Alvin-H
20 July 2013
to bad, i've leave the boat, because: 1. lack of ipad app (they said planning for long time) 2. problem in sync 3. New iOS app and paid again 4. Always Crash iOS companion Hope they can fix is as soon as posible so not loosng another customer
Like (2)
Version 2.2.2