iPad Screenshots


Introducing MoneyWell for iPad

MoneyWell for iPad is a full-featured personal finance app that gives you access to direct connect banking and the best proactive budgeting system available.

Fun with Finances

Managing finances isn't something most of us look forward to, but if you can do it while relaxing on the couch or outside on your patio with a tasty beverage in your hand, wouldn't that make it better? Having MoneyWell on your iPad gives you the freedom to do just that.

Touch your transactions. Review your account activity from anywhere you can take your iPad. Capture new transactions with just a few taps. Download bank account details with a single touch.

Quickly find what you’re looking for with a swipe of your finger.

You've never had this much fun balancing your budget. Enter your paycheck and tap to fill your buckets. Instantly you know how much you have to spend in each category of your budget.

First Impressions Matter

When you launch MoneyWell, you're presented with an overview of your income and expenses for the past 12 months and a pie chart breakdown of the current period. MoneyWell also gives you a list of upcoming transactions allowing you to easily mark your bills as paid with a touch of your finger.

Your charts in MoneyWell are more than just pretty pictures, they can be zoomed, panned, and spun to make it easier to examine your cash flow. Pinch to zoom in on an interesting part of your income/expense chart or tap a column to see a pie chart breakdown of your budget categories.

MoneyWell takes full advantage of the power of direct touch on your iPad.

Secure Sync

You don't have to choose between bank downloads and sharing your financial information between devices. With MoneyWell's Secure Sync, your finances appear on all your copies of MoneyWell no matter where you entered it. Direct download to your iPad and MoneyWell Express shows you those transactions on your iPhone. Reconcile your account on your Mac and both your iPad and iPhone sync and show your updated balances.

You and your spouse can even share a synced document to stay up to date and on budget. No more late nights tracking down that missing transaction or trying to figure out who spent what because it all happens in real time with MoneyWell.

What's New

Version 1.2.1

The Direct Connect Update

This update introduces a handful of changes for those of you using Direct Connect to download your transaction data. They include:

• Better handling of incorrectly formatted OFX. Should allow for Direct Connect imports from USAA once again.
• Surface OFX errors in the Direct Connect & import progress views. Previously network and communication errors were captured but errors reading OFX data were not. This could result in a “peek-a-boo” progress view that appeared to work but actually failed to import anything.
• Consolidate handling of OFX data for Direct Connect and file-based imports. Regardless of the source, MoneyWell should better handle some cases of incorrect OFX formatting.

Customer Reviews

No longer syncing with Dropbox


Sometime in January my MoneyWell for iPad and iPhone stopped syncing with Dropbox. Does anyone else have this problem and know what to do? I’ve tried resetting the link to Dropbox but I keep getting the same “unable to connect” error.

Great App


At first I was skeptical of the app as it seem confusing but I stayed with it and when I had a question I would contact support. The support sometimes seemed a little hard to realize what they were saying and most of the time it was just me not being familiar with budgeting software, however once I kept going over what they had said and kept trying different things it made sense what they were saying and things began to click. I began to understand how this app works and it became something very easy to work with. I started using the app in January and here, 7 months later my budget has been up and running for several months now. It's very easy to see where you spend a lot of money . You have to be a disciplined person to stop spending once your bucket reaches empty or increase the amount you put in that bucket each month. I'm happy to say that MoneyWell is now saving me money every month and I can see that all my bills do get paid on time. I also can see that my forecasted bills that are due several months from now will have the money in the bucket when the bill comes due. All I can say is Thank You MoneyWell for a great app that has helped me straighten out my finances!

The best iOS app for finance management


I have been a supporter of Quicken for over 10 years now, but their lack of development to support Mac has turned me completely off from all intuit products.

After trying out multiple apps that were compatible for all of my iOS devices I have settled on Moneywell. It is the most user friendly, supports all of the functions I need and seamlessly stayed synced between all of my devices. It is not as robust as Quickbooks, but it is not a business app, it's designed for personal use and does everything needed to stay on top of all my personal finances.

I would highly recommend all versions, iPad, iPhone and Mac.


Kevin LaCoste
17.5 MB
Requires iOS 8.4 or later. Compatible with iPad.
Age Rating
Rated 4+
© 2016 Kevin LaCoste
In-App Purchases
  1. Unlimited Accounts $19.99


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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