MoneyWell™ gives you powerful personal finance organization and analysis tools in a simple, single-screen solution. Without running complex reports or having to trudge through six levels of pie charts, you'll know immediately if your spending is on track.
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
Want to see all your dining out transactions from last month? There's no need to run a report or find one transaction at a time. Just click the Dining bucket, click last month's graph bar and you're done. One or two clicks completes almost any lookup. 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.
Go with the Flow
Remember the joke with the punchline: "How can I be overdrawn? I still have checks left!" It's not so funny when it happens to you. That's why MoneyWell tells you more than just your account balance: it tells you what you can spend for each activity.
It's easy to set up too: Click Spending Plan to set a planned amount for each bucket and click Allocate Income to flow your income into the buckets. When you have spent all the money in a bucket, it shows up as tipped over and empty.
Stay on Schedule
With MoneyWell, you can schedule transactions in the future and have them automatically repeat under your control. Pending transactions can be set to repeat daily, weekly, monthly, or yearly and end when you say stop.
Direct Connect Banking
MoneyWell lets you download your accounts and transactions with a single-click from hundreds of banks and other financial institutions.
Control Credit Card Debt
Credit cards are dangerous because they fly under the budget radar. MoneyWell is an equal opportunity spending manager. It sees money coming out of your Clothing bucket even if it comes from your credit card instead of your checking account.
Have you ever wished for an easier way to reconcile your bank accounts? Your wish has just been granted! MoneyWell gives you a very visual way to match your transactions to your bank statements.
International Currency & Dates
MoneyWell uses your International settings in the System Preferences panel to format numbers, currency, and dates. With MoneyWell, you not only control your spending—you control how it looks! You can choose a different currency for each account and also set exchange rates to automatically convert amounts for transfers.
Mac OS X 10.5 or later
* Improved duplicate view by adding 1 and 2 year options history range
* Improved duplicate matching by extending date range
* Improved OFX import with matching account numbers and different types
* Improved OFX import to deal with empty elements
* Improved contrast of split children on the list
* Improved QIF to recognize account type of "CREDIT CARD"
* Fixed duplicates view to reset flags properly
* Fixed QIF import to only compare account name only if there is one on import
* Fixed OFX direct connect to use requiresClientUID value
* Fixed reports to exclude voided transactions
* Fixed QIF import of balance date on account
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