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.
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 email@example.com. We promise to get back to you quickly!
MoneyWell 2.1.1 Changes:
✓ Improved security holding popover to allow manual and automatic price updates
✓ Improved transaction editing amount and bucket fields with keyboard shortcuts
✓ Improved cash flow search filter by including original payee and memo
✓ Improved sort on Reconcile view to use reconciled date
✓ Improved control over creation of Favorites by adding a user-preference
✓ Improved amount entry to ignore common currency characters
✓ Improved selection of accounts used for Duplicates view after importing
✓ Improved reconciled running balance calculations to be more consistent
✓ Improved lookup of current price on imported securities (OFX and QIF)
✓ Improved amount calculator to handle percentage calculations
✓ Improved display of split children when filtered to a bucket group
✓ Improved support for Shift key during startup to skip opening any documents
✓ Improved Download to active an import for offline accounts
✓ Improved horizontal spacing on Spending Plan compact list view
✓ Improved restore of document layout to work with or without OS X Restore activated
✓ Improved support for custom investment security symbols
✓ Improved update of security price during a new investment transaction
✓ Fixed errors when browsing document versions
✓ Fixed "Document changed by another application" and other autosave errors
✓ Fixed editing of smart filters with tests for split children
✓ Fixed account and bucket order in smart filter editor
✓ Fixed refresh of graph and header when transaction bucket assignment changes
✓ Fixed smart filter to show split children properly
✓ Fixed status mismatch on split parents and children
✓ Fixed scheduled transaction amount refresh on type change
✓ Fixed order of transactions in a bucket to show proper running balance
✓ Fixed inconsistent stock symbol lookup on transaction entry
✓ Fixed extraneous console log entries during amount entry
✓ Fixed Fill Buckets to show proper required amount even when no income is available
✓ Fixed autocomplete on investment security ticker entry
✓ Fixed loss of decimals on amount and formula entry when using commas
✓ Fixed OFX import of mutual funds to assign proper quantity on the last transaction
✓ Fixed exception error on Favorites view when a security was selected
✓ Fixed date format on Reconcile view
✓ Fixed new document guide to finish when accounts are imported
✓ Fixed graph height to shrink when window height is too small
✓ Fixed Spending Plan refresh issues (buckets and header)
✓ Fixed compact Cash Flow list to show date properly for bucket transfers
✓ Fixed bucket running balances to use the account order in the source list
✓ Fixed duplicate investment security symbols during manual entry
✓ Fixed crash on Reconcile view when using the compact list style
✓ Fixed several import issues including creation of new accounts
✓ Fixed duplicate checking to only review selected import accounts
✓ Fixed fill dates on non-repeating events
✓ Fixed compact Favorites list to hide unused values
✓ Fixed Update Similar Transactions to avoid assigning buckets to split transactions
✓ Fixed initial bucket optional flag setting on accounts
✓ Fixed Spending Plan filters
✓ Fixed Download to ignore hidden accounts
✓ Fixed buckets with missing currency codes
✓ Fixed Transfers smart filter to exclude bucket transfers
✓ Fixed lockup on editing a transaction
✓ Fixed failure to update type when favorite was applied to a scheduled transaction
✓ Fixed disabled New Bucket Transfer menu command when no buckets were selected
✓ Dozens of other improvements
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- Last changed:
- Oct 25, 2012
- No Thirst Software LLC
- Average Rating:
- 4.00 (37)
- 6.1 MB