Mac OS X  |  Business / Productivity  |  Finance  |  MoneyWell

MoneyWell

MoneyWell - 1.3.3

personal finance software helps you control your spending

All Time: (4.2)
This Version: Not rated (0.0)
Current Version: 1.3.3
Release Date: 2008-05-08
License: Shareware
Downloads (this version): 442
Downloads (all versions): 8,603
Price: $39.99

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Product Description:

Most financial packages focus on historic information. By the time users see what has been spent, it's too late to fix the problem. MoneyWell shows what's happening right now with innovative Spending Buckets that mimic the popular "envelope" cash flow management system and a Money Flow Graph all presenting real-time feedback. The user knows immediately when spending is getting out of hand by just glancing at the single-window interface. Other features include:
  • Split transactions
  • Memorized transactions
  • Scheduled transactions
  • Multiple currencies
  • Exchange rate conversion
  • Transaction and tax reports
  • Spending plan w/cash flow management
  • Single-click reconcile
  • Income allocation w/prioritized buckets
  • Click to filter graph
  • Integrated search/filter
  • OFX/QFX/QIF import
  • QIF export

What's new in this version:

  • Improved performance of transaction detail entry and selection
  • Improved performance of cash flow graph refresh
  • Added progress indicator to graph refresh
  • Added Flow As option to Allocate Income giving user control over timing
  • Added View menu option to control future time period for viewing pending transactions
  • Added prompt to update memo on scheduled transactions
  • Added Bucket column to current, reconcile, and duplicates lists
  • Added Resend License Code button to license dialog
  • Changed memorized transaction to also update buckets when multiple transactions are selected
  • Changed buckets refresh to allow transaction to stay in detail panel during bucket assignment change
  • Changed tables and views to save specific layouts for each document
  • Fixed Search Transactions to properly find amounts with zero cents
  • Fixed transaction detail to keep focus on bucket entry after change
  • Fixed problem opening documents on some 10.4 systems

Operating System Requirements:

This product is designed to run on the following operating systems:

  • Mac OS X 10.5 Intel
  • Mac OS X 10.5 PPC
  • Mac OS X 10.4 Intel
  • Mac OS X 10.4 PPC

Additional Requirements:

  • Mac OS X 10.4.9 or higher

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Feedback Summary:

This Version:
Overall Rating: Not rated (0.0) Features: Not rated (0.0) Support: Not rated (0.0)
Ease of Use: Not rated (0.0) Quality / Stability: Not rated (0.0) Price: Not rated (0.0)
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MoneyWell ReviewShows Promise - Version: 1.2.9, 2/22/2008 04:16PM PST

andrew.wedlake
I really like many aspects of this program, which I purchased about a month ago. I think it's laid out really well, and there is a lot of thinking that has gone into how functions work. I currently use Moneydance, and although the interface is kind of clunky, it's signifantly faster to use.

MoneyWell's lack of speed will get on your nerves VERY quickly. It hesitates on almost any function, such as changing accounts or smart buckets. Scrolling through a long list in one account is the only thing that runs "fairly" smoothly. One would think that a program coded to run natively in Leopard would run faster than a program written in Java (Moneydance), but that's not the case at all.

Another small addition that would be usefull is the abilty to see a running total in the register. Currently the only place to see the total is at the account icon. Great if you want to know where you ended at, but if you want to know where you were at in Mid December when an "issue" occured with your bank, no such luck (yet).

I really hope these small issues will be addressed soon. I have it installed, and after a few updates I try an export from Moneydance into MoneyWell to take it out for a spin again.

I can't recommend this program yet, but it's showing a tremendous amount of promise.
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Most Recent Replies: View All 3 Replies

MoneyWell ReviewShows Promise - Version: 1.2.9, 2/22/2008 04:15PM PST

andrew.wedlake
I really like many aspects of this program, which I purchased about a month ago. I think it's laid out really well, and there is a lot of thinking that has gone into how functions work. I currently use Moneydance, and although the interface is kind of clunky, it's signifantly faster to use.

MoneyWell's lack of speed will get on your nerves VERY quickly. It hesitates on almost any function, such as changing accounts or smart buckets. Scrolling through a long list in one account is the only thing that runs "fairly" smoothly. One would think that a program coded to run natively in Leopard would run faster than a program written in Java (Moneydance), but that's not the case here.

Another small addition that would be usefull is the abilty to see a running total in the register. Currently the only place to see the total is at the account icon. Great if you want to know where you ended at, but if you want to know where you were at in Mid December when an "issue" occured with your bank, no such luck (yet).

I really hope these small issues will be addressed soon. I have it installed, and after a few posted updates I try an export from Moneydance into MoneyWell to take it out for a spin again.

I can't recommend this program yet, but it's showing a tremendous amount of promise.
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MoneyWell ReviewExtremely cool application - Version: 1.2.5, 1/21/2008 12:00AM PST

(2 of 2 users found this comment useful)

dareios
I'm testing this soft since beginning of Dec 2007 parallel with Cha-Ching, Money2 and iBank. I have to admit that this is one of the best approach to managing personal finance. Normally you are interested how your cash flow looks like at the end of the day and how to harmonize monthly/yearly spending plan to avoid unexpected and nasty surprises And what? Both of this main KPIs you have got on the spot. Beside of that, we receive very intuitive navigation through the 1-pages layout, perfect reconciliation, clear graphics (exactly what I want income vs. expenses). It's allow very easy to monitor you daily profit&loss balance on time.

What could be develop in the future? Well, it would be highly appreciated if No Thirst would be release Pro version with e.g. stock exchange management.

I'd swear blind it was one of the best software I tested in last time. Highly recommended to buy.
Greetings form Poland.
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