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MoneyWell Reviews

07 May 2020

Unique personal finance manager and budgeting app.

terrencepike3
07 January 2020
Version: 3.0.13

Most helpful

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.
(1)

How would you rate MoneyWell app?

Read 60 MoneyWell User Reviews

terrencepike3
07 January 2020
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.
(1)
3
ERRRRRRRR
18 May 2018
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.
(1)
5
Mirsky
22 October 2017
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.
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4
lumierejc
01 September 2017
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.
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1
Lee-H
27 December 2016
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.
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2
webreg
26 October 2016
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.
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1
DrJJWMac
25 January 2016
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.
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1
Powderpiggie
19 November 2015
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.
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2
paulrudy
06 October 2015
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.
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1.5
DrJJWMac
01 February 2015
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.
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Alvin-H
20 July 2013
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
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3.5
D9
18 June 2013
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.
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2
dnoguero
08 March 2012
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.
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4
Gorin
18 February 2012
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.
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2.5
Stefano-Cecere
13 February 2012
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
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Mhoutman
11 February 2012
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.
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2.5
ben-marko
10 February 2012
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?
(3)
2.5
littlelaney
04 January 2012
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.
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lemon-kun
26 October 2011
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.
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larrymcj
20 August 2011
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.
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Macstyler
03 July 2011
Version: 1.6.8
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!
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3
anonymous-coral-5138
27 June 2011
Version: 1.6.8
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.
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4
Pzs
13 May 2011
Version: 1.6.8
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!
(0)
4.5
biggreydog
03 March 2011
Version: 1.6.7
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
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5
lemon-kun
09 December 2010
Version: 1.6.6
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...
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4.5
Vinkri
05 December 2010
Version: 1.6.6
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!
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4
Broz
10 November 2010
Version: 1.6.4
This new version (1.6.4) is far less buggy than the previous version, from my testing. The developer worked with me to track down the bugs/problems. I cannot reproduce the problems. This is good because a) it's fixed, and b) the developer was VERY responsive. If you visit the discussions on the developer's web site you will find he and his crew are very helpful with questions from the users. This is very impressive. I have spent a heck of a lot of time with this app. I've been using Quicken for at least 15 years, maybe more. Because of my experience with Quicken, I had certain expectations. Because of this, I was initially very frustrated with MoneyWell. I've since come around to the MoneyWell way of thinking. Mostly. I'm still learning. Split transactions continue to frustrate. In Quicken, I'd enter my paycheck, with all its tax items categorized. This is possible in MoneyWell, but I'll be danged if I can figure out how. I put in the total pay (a positive number), and then enter the tax items (negative numbers). Ha! MoneyWell will NOT let me enter the tax items as negative numbers, and it won't let me set the total going to checking correctly. I'm not alone, as there's plenty of chat about this very thing on their discussion groups. The basics of the bucket system is still confusing to me, BUT I am getting that. I believe I will benefit from that once I figure it out. I like the philosophy behind this method of budgeting. Standard documentation is non-existent. The help file is pretty good, but it's not full documentation. I think this new version has an updated help file too. The videos are quite good, but not helpful if you just want to search to find out how to do something specific. Who wants to wade thru an 8 minute video when searching a document would only take seconds? All in all, a nice application. The learning curve for this long time Quicken user is a steep curve indeed. It should be worth it, but I won't know for a month or so.
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Broz
01 November 2010
Version: 1.6.3
Wow, this thing is buggy! I started using it yesterday, and spent a number of hours with it both days. During that time it has stalled for 5 minutes or more (not crashed, tho), created buckets with duplicate names, asked if I wanted to create ANOTHER duplicate bucket, failed to make multiple edits, and generally misbehaved a lot. The documentation is terrible. The video tutorials are quite good, however. I am really disappointed as I've done a lot of research into finance apps before choosing this one. My research continues, and I'll try to get my money back. This is not the software I want messing around with my finances. YNAB was a top contender... I'm not fond of its Adobe AIR heritage tho. MoneyDance runs in a Java VM, so forget that one. Never gave iBank much of a chance, so I will try it next.
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3
D9
24 August 2010
Version: 1.6.1
I was for first few months quite satisfied with Moneywell and the bucket method it used. However, in the last couple of weeks, it has unexpectedly created duplicate entries, placed transactions in wrong accounts, shown conflicting balances from main window/side bar, balances to do not match online banking accounts, etc. It has become a royal pain and I am quite disappointed. More importantly, I cannot in confidence use this program as my financial management tool. I can't even use it to balance my checking account!! I'm all for giving developers a chance to fix their software but in the case of such a program, the data is too important and complex to be worrying from version to version whether it's performing properly. /
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5
Ctyankee
09 August 2010
Version: 1.6
I've used iBank, Cha Ching, Quicken, and a few others. MoneyWell is the best. Direct connect works with Bank of America (you have to pay for it though), Chase (free for my CC account) and AMEX (free). Simple to set up and get working. If it doesn't, you probably are using the wrong log in info. The bucket system is also very useful. Sure you can track accounts, but seeing how much you hve left to spend in buckets is so much more useful than account balances. The support is top notch. The guys reply in hours or minutes. They are very friendly, but human. Give them time! 1.6 and the iPhone app are great together. I can't wait for new features in the iPhone app, v2.0 and the new look and the iPad app. Keep it up guys!
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Ciaran23
11 May 2010
Version: 1.5.3
Yes - I too loved Moneywell, and the developer was very responsive, but there may be a glitch - that caused my bank balance to run 2,000 to 3,000 above the actual, even when starting from 1/1. I'm definitely disappointed, because otherwise it is a very well thought out personal bookkeeping program. I 'm looking around...
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Tachy0n
29 April 2010
Version: 1.5.3
I agree with several previous posts. I tried several personal finance app one afternoon and thought MoneyWell looked the most sophisticated and mac-like. I ended up getting a copy as part of a bundle and decided to give it a try. Yes the buckets concept is confusing and no, I haven't bothered to watch the tutorial videos. After using so much good mac software over the years I don't feel I should have to. Except for the fact that I'm unfamiliar with accounting practices. I wonder- why do they bother letting you import data from your bank if it isn't easy to do reports on how much you've spent? I have about a year's data, but it is almost useless to me because unlike an AU$6 iPhone app, I can't create charts to see trends. What am I expected to do, export data to Numbers or Excel to do that? On the plus side it does let you import receipt documents so it can replace iWallet or Paperless to a small extent. And lastly, this iPhone app has been vaporware for too long- I am going to buy iXpensit while I wait.
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Donmontalvo
23 April 2010
Version: 1.5.3
No luck connecting to Bank of America, Chase or RetireOnline. Support for this app is non-existant. I posted to their forum but I don't have time to wait around for a response. A live person would help greatly. So I'll be asking for my $49 back, since the developer gives you 60 days to try it out. Good thing it only took me 20 minutes to decide. Don Montalvo, TX
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pcharles
24 March 2010
Version: 1.5.2
I was not able to get far with this because, like SEE Finance, the application refused to communicated with my banks. In this case I was given an error stating that the institution did not accept connections, yet I am able to make the connection with Quicken Essentials and Quicken for Windows. I suppose it is possible that there is something special about Quicken that these applications lack and that is a shame because it seems quite nice otherwise. However, the inability to correctly communicate with my institutions (Wells Fargo, Emigrant Direct, Sharebuilder.com, and CREF) is a deal breaker.
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Stike
14 February 2010
Version: 1.5
This app is awesome, and I cant wait for the upcoming iPhone version! Also, this 1.5 Update is a MONSTERUPDATE. Everything has been improved a lot. Love it.
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Stefano-Cecere
12 February 2010
Version: 1.5
just moved from iBank to MoneyWell ... thank you kevin! this app seems very well done (i've been testing 1.5 beta it in latest months)
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Merrimac
07 February 2010
Version: 1.5
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.
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Radarnav
30 January 2010
Version: 1.5
I used a previous version of MoneyWell for a few months. I was looking for a simple checking program, and MoneyWell is definitely NOT that. I found the "bucket" concept confusing, and it just never seemed to click for me - hopefully your experience will be better. I switched to mini$, and it seems to do everything I need - straight forward and simply. However, I will say that if you are looking for a tool to help you layout a comprehensive budget, then MoneyWell may be the right tool for you. Given the price, you don't have much to lose. It imports your data easily, and if you don't like it, it exports it just as well.
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Davidkkim-seanet-com
13 June 2009
Version: 1.4.8
MoneyWell is a very well thought-out, supported, reliable, useful program. After trying Moneydance, iBank, and previously Quicken (several versions), we have chosen to use MoneyWell. It doesn't do everything, but it does 90% of what a household needs and does it very, very well. Especially budgeting it does better than any other app, and far more painlessly and intuitively. Highly recommended!! Some of the other bundled apps seem marginal but this is definitely worth the bundle price.
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3
dwancpf
10 June 2009
Version: 1.4.8
I thought I'd take MoneyWell for a test drive. I enjoyed using it for a couple of hours and easily pulled in the transactions from my bank and started tossing them into buckets. It's really simple but it's focussed on helping you budget for the future. As a result it's really not good at allowing you to look at your historical spending. The thing to do is probably just punch in your opening balance and start budgeting for next month. Forget analyzing what went before because you really can't. There's only one view and you can't compare months side-by-side or even graph all the expenses for a given month. So it provides simple budgeting but if you want or like to see numbers and the big picture, probably not for you.
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Kris-Bjornstad
04 June 2009
Version: 1.4.8
I think I like Moneywell. I have been using it for over a year. The developer has tried to be helpful. I appreciate it. But for the life of me, I cannot keep the balance figure matched to my bank statement. Does anyone else have this problem? right now my Moneywell balance is almost $2000 off from my bank statement. I double check everything and can't find where I have made THAT much of a mistake!
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4
Tim27
01 June 2009
Version: 1.4.8
While I do feel this is a very nice app and is great in terms of stability and Mac feel, I think it could improve in the way it works. I find the whole "bucket system" inherently flawed. In this system (which at first is hard to get used to if you've never worked this way before) you place the amounts of money that would LIKE or HOPE to spend (or not spend over this amount) within buckets in MoneyWell. The idea is nice, but quickly falls apart when you realize that there are things that always pop up unexpectedly that you can't account for and even money that you've set aside for something else has to be moved and switched around in a whole bunch of different buckets that you have set up to make your budget work. The idea of saying, "yeah I'm only going to spend this much" is great, but it's just not reality. Bills change every month, especially gas and electric and auto fuel and there's no way of telling how much you're going to have to spend on it from one month to the next if costs change. It is much more valuable to know what you have SPENT instead of what you HOPE to spend, which might be a better way to use the buckets, IMO. In MoneyWell all of this allocation of monies must be done manually and gets very tedious after doing it several times. I have been using Moneydance for several years now and I find it still has better features and is easier to use than this. In particular with investment and loan accounts. Since MoneyWell is more of a budgeting app, it doesn't really handle these accounts very well. It is still a very nice app, though, and I give it a 4 overall.
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5
Zenrain
14 February 2009
Version: 1.4.3
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.
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5
Teszeract
02 February 2009
Version: 1.4.2
Finally after many years of searching, I've found the personal finance software that works. And a great, responsive developer to go with the software. Moneywell has both power and intuitiveness. I'v been through MSMoney, iBank, Checkbook (by Splasm, which is good), Liquid Ledger, ChaChing, etc etc. It may not have everything for everyone, but for me it's got features that I've not enjoyed before in any other app. Like drag 'n dropping transactions into categories, memorising by the Memo field, instant month-by-month spend graphs... the list goes on.
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5
shacklaw
30 January 2009
Version: 1.4.2
Finally, I am able to take Quicken off my computer. That's been my goal for quite a while, but other programs--including CheckBook, iBank, and MoneyDance--just did not do it for me. MoneyWell does everything I used Quicken for. That is not to say it does everything Quicken does. I simply used Quicken--and now MoneyWell--to track my transactions, setup budgets, and forecast my balance (based on bills and paychecks, etc.). This program features a fine Mac interface, without the nonsense of iBank, and will all the stability iBank lacks. Finally, the developer is very responsive to e-mails, and there is also a Google Group for support. Great job!
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5
Jm-bill
28 January 2009
Version: 1.4.2
After having Cha-ching crash and loose all of my financial data twice and waiting years for an update which still isn't ready for release, I decided to ditch Cha-ching and resort to an OpenOffice spreadsheet. That worked fine, but it's just not the same as using a 'real' accounting application... I heard through Twitter that an application called Moneywell was available and decided to give it a test drive. I was expecting another over-hyped, buggy, clickity-click application, something with more eye-candy than functionality. I was very wrong though. Moneywell is quite simply the best finance application I've ever seen or used. I wouldn't say it is easy to use for a complete beginner, but it is very logical in the way you setup accounts and add transactions. So you quickly figure out how it all works. The Moneywell site and forums offer loads of useful information and tutorials. After using it for two days in demo mode, I purchased a license for it without hesitation. Within a few hours I had imported all of my data, categorised it between 'buckets' and was well on my way to getting spending plans setup. I've now been using it for over a month and there is just nothing else that compares. Absolutely fantastic application and the developer is a really friendly chap. Moneywell ticks all the boxes for me.
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3
markrfriedman
11 January 2009
Version: 1.4.2
I really wanted to use this program: It imports Quicken for Mac 2007 QIF files nicely and it has a clean interface. It's theme is budget management, and that's what I was looking for. Unfortunately, it doesn't handle investments yet; although support for this is planned in an upcoming release. If you have only bank accounts and credit cards - this will work well. But it's not the Quicken Killer I was hoping (and looking) for. Not yet, anyway.
(1)
5
talazem-1
08 December 2008
Version: 1.4
One of the best pieces of mac software out there. I have been waiting for *years* to finally dump MS Money in favor of a mac personal finance program that has all the features that I need to track my bank accounts, cash accounts, multiple-currencies, etc. -- I tried all the rest, and each had its own strengths and weaknesses. MoneyWell 1.4 (which I've been using as a beta for 3 months) has everything that I need, and it does it well. Add unto that the great "envelope/bucket" metaphor, and a wonderful UI, and you have yourself one of the reasons prefer macs. For me, this program ranks up there with DEVONthink, Omni products, Bookends, and Papers as programs that best represent the excellence of Mac products. Congratulations to Kevin, the developer who never rests and always responds gracefully, for an update that anyone else would have made into a 1.5 if not a 2.0!
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5
Figman04
02 December 2008
Version: 1.3.10
This has got to be one of the best programs on a mac....It's simple...it works...and it's helpful. I cannot state this any stronger...the developer is amazing at customer service and ((once the new version is out of beta)) this will be the best money app on a Mac. It took a little bit of time to change the "bad" habits Quicken and others have gotten me into, but once I got my head around it...It changed my life! Do not...do not let this one pass you by!
(3)
5
anonymous-snipe-438
29 August 2008
Version: 1.3.10
After one month of using MoneyWell I have not only managed to not over-spend but I've also managed to set aside money for some special purchases over the coming months. It really is one of those life-changing applications and I just wish I had realised that a budgeting-based application works much more effectively than a simple transaction-logging application a long time ago.
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