MoneyWell
MoneyWell 2.3.4
Your rating: Now say why...

(22) 3.6136363636363638

Unique personal finance manager and budgeting app.   Shareware ($49.99)
Add to my Watch List
Email me when discounted
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, MoneyWell is a breath of fresh air.

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
What's New
Version 2.3.4:
  • Added currency label to Bucket Transfer panel
  • Added tab-delimited file export to reports
  • Added Edit > Copy on reports to save tab-delimited export to clipboard
  • Improved timing for generation of scheduled transactions after launch
  • Improved feedback on Starting Bucket Balances panel
  • Fixed restore of previous selection on Source List
  • Fixed crash of Starting Bucket Balances panel on save
  • Fixed crash scenarios after Fill Buckets and other panels
  • Fixed fill amount calculation on Spending Plan
  • Fixed alignment of period total on Spending Plan
  • Fixed visual glitch switching from Reports to Cash Flow
  • Fixed sale currency of split children to match parent
  • Fixed negative account amount from flipping to positive on Starting Bucket Balances
  • Fixed split transactions to leave parent transfers alone
  • Fixed OFX import to update account numbers consistently
  • Fixed OFX import to handle empty FITID elements
Version 2.3.4:
  • Added currency label to Bucket Transfer panel
  • Added tab-delimited file export to reports
  • Added Edit > Copy on reports to save tab-delimited export to clipboard
  • Improved timing for generation of scheduled transactions after launch
  • Improved feedback on Starting Bucket Balances panel
  • Fixed restore of previous selection on Source List
  • more...
Requirements
  • Intel, 64-bit processor
  • OS X 10.7 or later



MacUpdate - MoneyWell







  • iCompta
    +7
MoneyWell User Discussion (Write a Review)
ver. 2.x:
(22)
Your rating: Now say why...
Overall:
(75)

sort: smiles | time
burypromote

+27
Cornelius.a.h commented on 20 Jul 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
[Version 2.2.2]


burypromote

+265

D9 reviewed on 18 Jun 2013
I need to update my response to this program now that I've used the 2.x and 2.2 versions for the last year or so.

Overall, this is a very stable and data reliable program; aspects that are essential to any financial program. It offers a thorough handling of most personal financial transactions, whether checking, investments, loans or cash accounts. Its automated banking transaction downloads are broad and robust, including the ability to screen for duplicate entries before entry. It can automate budget allotment to bucket/envelope amounts and report with clarity.

It is by far the most robust yet easiest solution I've found for customers using iOS devices on a daily basis. It's implementation of iCloud syncing is flawless and never requires manual updating by the user. It would be nice if it offered Dropbox as an alternative.

My only peeve, and it gets to the essence of Moneywell's methodology, is the bucket system. Once you figure out how to use it, and more importantly want to use it, Moneywell is a very helpful financial app...the best I've used out of iBank, QE, Money, Checkbook, SEE Finance, Moneydance, etc. But that's just it...if you don't like or understand the bucket system, Moneywell is difficult to use, cluttered and probably not the best solution for your personal finances.

Still, it is my default finance app and I've learned to love the buckets. Plus, the iOS solution alone puts it over the top for me.
[Version 2.2.2]


burypromote
+5

+4

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

+2

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
+5

+33

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

+12
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

+96
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

+78

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

+3

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
+3

+215
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

+119
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
+3

+265
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

+119
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

+119
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

+265
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

+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

+1199
Misha replied on 12 Feb 2010
1.5 requires Mac OS X 10.5 (Intel or PowerPC)

Seppo Rissanen rated on 31 Jan 2014

[Version 2.3.2]



-1

Imii rated on 09 Jan 2014

[Version 2.3.2]



Jacklarm rated on 07 Oct 2013

[Version 2.2.3]



Seb0 rated on 04 Mar 2013

[Version 2.1.1]



-1

DirkM rated on 21 Dec 2012

[Version 2.1.1]



Andrea_9513968c rated on 17 Dec 2012

[Version 2.1.1]



+1

dsimer rated on 07 Dec 2012

[Version 2.1.1]



Nodelien rated on 06 Dec 2012

[Version 2.1.1]



Tomdrops rated on 06 Dec 2012

[Version 2.1.1]



Cold-1 rated on 06 Dec 2012

[Version 2.1.1]


Downloads:83,661
Version Downloads:666
Type:Home Personal : Personal Finance
License:Shareware
Date:05 Mar 2014
Platform:Intel 64 / OS X
Price: $49.99
Overall (Version 2.x):
Features:
Ease of Use:
Value:
Stability:
Displaying 1-10 of 49
1 2 3 4 5 >
Displaying 1-1 of 1
Displaying 1-10 of 52
1 2 3 4 5 6 >
-
-
-
Please login or create a new
MacUpdate Member account
to use this feature
Watch Lists are available to
MacUpdate Desktop Members
Upgrade Now
Install with MacUpdate Desktop.
Save time moving files & cleaning
up space wasting archives.
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, MoneyWell is a breath of fresh air.

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.

Investment support

In a world of economic uncertainty, investing can be nerve-wracking. With MoneyWell, you can track your portfolio and monitor individual stocks right from the same window you use to manage the rest of your financial data.


- -