By Kevin LaCoste
Open the Mac App Store to buy and download apps.
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.
Secure Sync via Dropbox
Sync your MoneyWell data between multiple Macs or grab a copy of MoneyWell Express (for iPhone) and keep your data in your pocket. MoneyWell for iPad rounds out the suite and lets you manage your budget from the comport of your favorite chair. And don’t worry about prying eyes, you supply a password that encrypts your data during transmission and while stored on Dropbox.
To learn more about MoneyWell or just to get in touch, please visit out website. We’d love to hear from you!
What's New in Version 2.3.13
A maintenance release to keep things running smoothly on High Sierra.
I’ve been using MoneyWell for years, ever since it was only available on my MacBook. 2 MacBooks and 2 iPads later, there is NEVER a smooth transition from one device to another. I never dared try to sync more than 1 device with my document because I don’t believe for even one second that the running balances will be accurate. I’ve had a new iPad for a week and a half and I cannot, for the life of me, move my data to it. Every time I’ve had these problems before, the developer has sent me instructions to do a manual copy. I’ve been through that song and dance so many times I remember the steps - and they don’t even work now. What’s the point of having DropBox sync as an option if it can’t work??? I even downloaded the MoneyWell 3 app (only on his website, must not have passed App Store muster) and tried to add my document, only to get incorrect balances. I won’t continue using software that instills so much frustration and annoyance in me. I’m off to search the App Store for a functional alternative. I’m sorry I ever paid the $20 to have the ability to sync multiple accounts.
Love the problem- horrible customer service
Love this program and have used it for years, but there is barely any customer service. I have emailed the company several times with bugs and issues and rarely if every receive a response and if I do it usually is a canned email response that I could have pulled from the FAQ page. I am currently running versison 2 and since updating to Yosemite, the undo button does not work, which is SOOOO annoying when I make a mistake I have no way to undo my work! I have emailed this issue to the program without any response. SOOO ANNOYING!!
The program itself is wonderful and I love the concept and have yet to find a program in comparison it is the only reason I am still with them.
Quicken and Bank Interface
This product does not import from Quicken, and interface with my bank. Moneywell destroyed the bank password I have for over 25 years.
I have not yet been able to even log into my bank through Moneywell (Moneybad?). I should have gone for iBank.
$60 down the drain.