MoneyWell
By No Thirst Software LLC
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Description
MoneyWell gives you powerful personal finance organization and analysis tools in a simple, uncluttered, single-window solution.
An Electronic Twist on "Envelope Budgeting"
Splitting up your paycheck into envelopes for each category of your budget is a tried and true method for stopping overspending. Unfortunately, with direct deposit and debit cards that work like cash, it's nearly impossible to do today. MoneyWell supercharges that concept and gives you back control over your spending with spending buckets.
Find What You're Looking For Quickly
See all your dining out transactions in the last three months with a couple of clicks in the Filters popover. What if you knew the entry had the word "apple" in it? Just type "apple" in Search Transactions and instantly see the results before you finish typing. Save your favorite searches with our Smart Filters.
Best-In-Class Currency Support
Each transaction stores three amounts, each with its own currency. Purchase using GBP for a EUR account and track your spending in a USD bucket. MoneyWell automatically looks up the correct exchange rate and sets the amounts, but you have full control to change any of them.
Direct Connect Banking
MoneyWell allows you to directly talk to hundreds of banks and other financial institutions giving you one-click access to your accounts. Setting up direct connect banking with MoneyWell is a breeze too. Simply follow the built-in guide that steps you through selecting your financial institution, entering your login information, and adding your accounts.
For those banks that don't support direct connections, MoneyWell still makes it easy to avoid manual entries by allowing you to import common file formats like OFX, QFX, QIF, and CSV.
Dropbox Sync with MoneyWell for iPhone
Securely sync your MoneyWell data from anywhere you have access to the internet. Now you can take MoneyWell with you when you shop. MoneyWell for Mac syncs with MoneyWell for iPhone, so you can check to make sure you have money in your Entertainment bucket balance before you buy that movie ticket. Pull to sync on your iPhone and you Mac is immediately updated with your new transactions. And don't worry about prying eyes, you supply a password that encrypts your data during transmission and while stored on Dropbox.
Legendary Support
No Thirst Software is proud of its reputation for timely support and we will do whatever it takes to keep that reputation shiny. Support is fast, free and just a click away!
Visit http://help.nothirst.com to browse our discussions or read our FAQs in our Knowledge Base. You can also email support@nothirst.com. We promise to get back to you quickly!
What's New in Version 2.0.3
Changes in 2.0.3:
- (Sync) Improved sync with MoneyWell 1.5.3 for iPhone
- (Import) Improved handling of poorly formatted OFX files
- (Import) Fixed 15510 OFX download error for some banks
- (Import) Fixed random addition of an empty investment account
- (Import) Fixed QIF import of split transactions
- (Import) Fixed stalled import when blank aliases exist for favorites
- (Import) Fixed a crash during QIF import
- (Import) Fixed the creation of a blank "New Account" on OFX imports
- (Import) Fixed matching memos from appending on merge of imported transactions
- (Import) Changed QIF import to default to cleared status
- (Export) Fixed QIF export of multiple-line memos
- (Cash Flow) Fixed exchange rate reversal for new bucket transfers
- (Reports) Fixed missing split children when All Transactions selected for reports
- (General) Fixed amount change on transfers between different currency accounts
- (General) Fixed currency display for scheduled transaction info panel
- (General) Fixed account popover to allow removal of online connection selection
- (General) Fixed account selection in reconcile view
- (General) Fixed update of transaction amount after the creation of a new transfer
Screenshots
Customer Reviews
Horrible Upgrade Process
Everytime the app gets updated it seems you must update both the iPhone and Mac version before syncing with mismatched apps, otherwise your data gets screwed up.
Case in point, I recently updated the iPhone app (which pretty much happens automatically since I don't check the version notes for every app of the hundreds I own before updating) and ALL of my data disappeared. No accounts, no transactions, no buckets… everything on the iPhone was gone. I checked my Dropbox syncing settings and everything was correct, but syncs failed.
Not to mention the website still has NO SUPPORT for the newest PAID versions of the apps. This company really needs to get with it and come up with a better solution.
Really a pity since the potential in this app is far better than any other financial apps. But I'm nearly ready to get away from Moneywell and try something different.
What I
I have always wanted an accounting tool for home use that manages budgeting as well, allocating money each month and keeping track of how my expenditures match my budget plan. MoneyWell does this. It has taken me a couple months to get it fully dialed in, but I am very happy. It does not connect to etrade bank, but downloading transaction data from etrade is really easy. I can at any moment take a look at the app and make statements like "we have $144.45 left in our dining budget this month" or "we have overspent on Home Repair by x amount." The graphing and "buckets" are nice because they track spending by category over time so you can see if you are over just this month, or have a history of overspending in a certain category.
The downside: This program is not intuitive to use at first. There are just too many subtle things that you have to stumble over by yourself to find (like if you click on "All Transactions," elsewhere in the window it will show you a total of your overbudget items) Another one is if you budget an expense weekly, the amount is allocated all at the beginning of the month (with transfers dated in the future for each week) rather than during the month as you go along. This actually does work well, but it wasn't intuitive at first why it should work this way.
- $49.99
- Category: Finance
- Updated: Apr 17, 2012
- Version: 2.0.3
- Size: 5.7 MB
- Language: English
- Seller: No Thirst Software LLC
- © 2012 No Thirst Software LLC
Requirements: OS X 10.7 or later, 64-bit processor
