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MoneyWell
MoneyWell
3.8
0.0

Unique personal finance manager and budgeting app.

3.8
Based on 88 user ratesRead reviews & comments
$60.00
One-Time Purchase
Buy Now

MoneyWell 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 version 3.1.2

Updated on Jun 07 2021

Version 3.2.1:
New:
  • Add a memo field to Events in the Spending Plan.
Updated:
  • Make changes to accomodate USAA's new Direct Connect method.
  • Add Option for CSV Imports to ignore empty columns.
  • Add more useful error message when trying to enter license code.
  • Add a (visible) option to backdate Direct Connect dates for institutions who misuse the last updated Date (Citi, USAA).
Bug fixes:
  • Fix CSV import bug when importing check transactions.
  • Fixes for a number of crashes.
View older MoneyWell updates

Information

License

Demo

Size

14.6 MB

Developer’s website

https://moneywellapp.com/

Downloads

90633

App requirements

  • Intel 64
  • OS X 10.11.0 or later
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0.0
(0 Reviews of )
There are no reviews yet
terrencepike3
terrencepike3
Jan 7 2020
3.0.13
0.0
Jan 7 2020
0.0
Version: 3.0.13
BEWARE: I am running Version 1 and this month i deleted the transactions for the month of December(only). In doing so all my transactions since 2012 have disappeared. I used time machine and launched a backup version prior to the deletion date but still no transactions. The reply I got from Moneywell: "Unfortunately, we only took over MoneyWell at the start of 2019, we don't have any working copies of MoneyWell 1 and don't believe it works on any recent versions of macOS, so we aren't able to offer any kind of insight into what might have happened." VERY unfortunate.
ERRRRRRRR
ERRRRRRRR
May 18 2018
3.0.6
3.0
May 18 2018
3.0
Version: 3.0.6
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.
Mirsky
Mirsky
Oct 22 2017
3.0.5
5.0
Oct 22 2017
5.0
Version: 3.0.5
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.
lumierejc
lumierejc
Sep 1 2017
3.0.2
4.0
Sep 1 2017
4.0
Version: 3.0.2
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.
Lee-H
Lee-H
Dec 27 2016
3.0
1.0
Dec 27 2016
1.0
Version: 3.0
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.
webreg
webreg
Oct 26 2016
3.0
2.0
Oct 26 2016
2.0
Version: 3.0
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.
DrJJWMac
DrJJWMac
Jan 25 2016
2.3.9
1.0
Jan 25 2016
1.0
Version: 2.3.9
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.
Powderpiggie
Powderpiggie
Nov 19 2015
2.3.9
1.0
Nov 19 2015
1.0
Version: 2.3.9
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.
paulrudy
paulrudy
Oct 6 2015
2.3.9
2.0
Oct 6 2015
2.0
Version: 2.3.9
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.
DrJJWMac
DrJJWMac
Feb 1 2015
2.3.4
1.0
Feb 1 2015
1.0
Version: 2.3.4
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.
Alvin-H
Alvin-H
Jul 20 2013
2.2.2
0.0
Jul 20 2013
0.0
Version: 2.2.2
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
D9
D9
Jun 18 2013
2.2.2
3.5
Jun 18 2013
3.5
Version: 2.2.2
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.
dnoguero
dnoguero
Mar 8 2012
2.0.1
2.0
Mar 8 2012
2.0
Version: 2.0.1
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.
Gorin
Gorin
Feb 18 2012
2.0.1
4.0
Feb 18 2012
4.0
Version: 2.0.1
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.
Stefano-Cecere
Stefano-Cecere
Feb 13 2012
2.0.1
2.5
Feb 13 2012
2.5
Version: 2.0.1
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
Mhoutman
Mhoutman
Feb 11 2012
2.0.1
0.0
Feb 11 2012
0.0
Version: 2.0.1
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.
ben-marko
ben-marko
Feb 10 2012
2.0.1
2.5
Feb 10 2012
2.5
Version: 2.0.1
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?
littlelaney
littlelaney
Jan 4 2012
1.7.1
2.5
Jan 4 2012
2.5
Version: 1.7.1
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.
lemon-kun
lemon-kun
Oct 26 2011
1.7.1
5.0
Oct 26 2011
5.0
Version: 1.7.1
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.
larrymcj
larrymcj
Aug 20 2011
1.6.8
0.0
Aug 20 2011
0.0
Version: 1.6.8
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.
$60.00
One-Time Purchase
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