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Mac OS X  |  Business / Productivity  |  Finance  |  MoneyWell

MoneyWell

MoneyWell - 1.4.12

Personal finance software that helps you control your spending.

All Time: (4.2)
This Version: Not rated (0.0)
Current Version: 1.4.12
Release Date: 2009-09-22
License: Shareware
Downloads (this version): 539
Downloads (all versions): 17,008
Price: $49.99

Information Related to Version:

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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:

  • Added a warning panel to keep MoneyWell from opening 1.5 and newer databases
  • Added Show Welcome Panel to Window menu
  • Changed merge transactions to use date from financial institution
  • Fixed missing save after newly updated database finishes
  • Fixed Create Transfer from Selection to set bucket optional flag
  • Fixed missing shortcut key for Make Bucket Optional

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

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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 CommentaryPricing Miscue - Version: 1.4.3, 2/6/2009 04:27AM PST

neilkosterman_dotmac
VersionTracker indicates cost at $39.99, but when downloaded and go to get license price from developer is now $49.99 - what up wid dat?
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MoneyWell ReviewHas Focus and Vision - Version: 1.4.1, 12/17/2008 06:35PM PST

(2 of 2 users found this comment useful)

A Wedlake
I'm a part of that pool of ex-Quicken users who have been orphaned, looking for a real alternative to Quicken for many years. I broke the Quicken habit with Moneydance (which IS also a great product). But whereas Moneydance has sort of gone stale with feature improvements, the MoneyWell team has been hard at work. I've reviewed MoneyWell before (1.3 I believe). It's strength has been in it's vision, scope, and a very clean execution to that vision (just watch their online videos and you'll pick this up). However, in the past, their main liability that has kept me from converting to MoneyWell has been software speed and responsiveness. 1.4.1 IS a significant improvement in this area, and is responsible for me finally migrating from Moneydance to MoneyWell. I've really been a fan of the all-in-one screen format (becoming more popular now that we're getting larger monitors). This reduces pop-up windows for reconciling, or adding transactions, or even viewing spending graphs. MoneyWell still has a few areas that are less intuitive. Whereas Moneydance doesn't actually add a transaction to the register until you've hit enter (and gives you an audible sound to confirm so), MoneyWell assumes that one you click on the new transaction icon, a new transaction is already created in the register. I'm not so sure this is the smartest way to do so, but I suspect everyone will have a different opinion on this. For me it doesn't confirm data accuracy during entry. If you get pulled from your transaction before it's complete, or you click on another transaction in your register before your done, it's already in your register. I personally would like to see the new transaction button generate a new entry. It should only appear in your register at the time you've completed and confirmed entry (maybe an audible confirmation?) Other than that, the interface is responsive, easy to read, follow, track buckets, and utilizes the screen space very well. Importing data that I had exported from Moneydance was easy, and with no errors. All accounts and buckets pulled in perfect. The whole import took about 1 minute, and I have over ten years of data. Excellent job team!
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MoneyWell CommentaryFreeware to consider ... - Version: 1.4.1, 12/8/2008 11:22AM PST

(0 of 4 users found this comment useful)

roro01
Buddi.
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