Increase your wealth while reducing your debt!

MoneyWell for Mac

MoneyWell for Mac

  -  13.9 MB  -  Demo
  • Latest Version

    MoneyWell 3.1.2 LATEST

  • Review by

    Juan Garcia

  • Operating System

    Mac OS X 10.11 or later

  • User Rating

    Click to vote
  • Author / Product

    Kevin LaCoste / External Link

  • Filename

MoneyWell for Mac is personal finance software that helps you proactively manage your spending using the envelope-budgeting system and keep track of your banking using direct connect and flexible importing. The tool works equally great on your Mac or iPad and both versions sync with each other and MoneyWell Express on your iPhone and iPod touch.

Before you buy, you can try out MoneyWell for macOS free of charge. Just download it, drop it in your Applications folder, and start using it. Once you decide you like the tool, just purchase a license key via site and your trial copy becomes the full-featured application.

Features and Highlights

Easily track all your accounts
Multiple accounts across multiple banks? Not a problem! View everything in one place with a clean, native Mac app. The app supports importing all the standard formats as well as auto-downloads for those institutions that support Direct Connect.

Envelope-based budgeting
The tool was designed from day one to do envelope budgeting—it isn’t just a feature it tacked on as a checklist item. At its core, Money Well is a budgeting system to help you eliminate debt and grow wealth.

Interactive reports
The app was designed to give you great financial feedback in every view, but when you need to share information with others, reports are a great tool. With the 2.0 release, you can create and save reports that have different content, totals, groupings, date ranges and watch the report change as you adjust these settings. Zoom in and review them in the main window or go old school and print a paper copy.

Beautiful graphs
Graphs are available for nearly every list to give you the big picture. Headers above each list give summary information along with quick totals for selections. Every visual has been crafted to help you see exactly what you need right where you are.

Best-in-class currency support
No other finance app allows you to record a transaction in one currency, store it in an account register in a second currency, and assign it to a budget bucket in a third. Only this app gives you the flexibility to keep your budget in check no matter where you live or travel.

Take it with you
Money Well Express is most mobile version of the app. It’s perfect for capturing your transactions while you’re in the checkout line or for reviewing your bucket balances before you spend money. This is the heart of proactive budgeting—having the ability to make cash flow decisions at the point of sale.

Note: In demo version, limited to 200 transactions. Requires 64-bit processor.

  • MoneyWell 3.1.2 Screenshots

    The images below have been resized. Click on them to view the screenshots in full size.

    MoneyWell 3.1.2 Screenshot 1

What's new in this version:

MoneyWell 3.1.2
- Add a memo field to Events in the Spending Plan

- Make changes to accomodate USAA’s new Direct Connect method
- Add Option for CSV Imports to ignore empty columns
- Add more useful error message when trying to enter license code
- Add a (visible) option to backdate Direct Connect dates for institutions who misuse the last updated Date (Citi, USAA)

- Fix CSV import bug when importing check transactions
- Fixes for a number of crashes

MoneyWell 3.1.1
- MoneyWell is now universal. If you have a shiny new M1 (Apple Silicon) Mac, MoneyWell will run natively.

- Make the negative balance red colo(u)r brighter in dark mode

- Fix the all-white spending plan on High Sierra (10.13) and earlier versions of macOS
- Ensure we maintain the correct bucket order in the bucket combobox in the transaction editor
- Fix the spending plan graph so it displays the correct balances when there are multiple transactions on the same day
- Fix a possible crash when viewing the transaction report
- Fix a possible crash when viewing the portfolio
- Make it possible to use the sort button in the filter bar on Scheduled Transactions / Favorites screen

MoneyWell 3.1
- Dark Mode (finally)
- macOS 11 (Big Sur) compatibility
- Add retina versions of all graphics that hadn’t been updated previously.
- Refresh sourcelist icons
- Tidy up some areas of the app which were still using MoneyWell 2 UI

MoneyWell 3.0.15
- Make transaction reports slightly easier to read by making spacing clearer for certain groupings
- Migrate Crash reporting / analytics from Fabric to Microsoft App Center
- Add a hidden preference to work around Citi Direct Connect issue
- Fix issue caused by Fifth Third Direct Connect changes
- Fix a crash which can occur on startup under certain conditions

MoneyWell 3.0.14
- Fixes a UI bug which can cause cells to become invisible when reconciling
- Fixes a potential crash when downloading transactions from investment accounts
- Fixes a potential crash when manually adding investment transactions
- Always display currency symbol on reports

MoneyWell 3.0.13
- Change log not available for this version

MoneyWell 3.0.12
- Fix the (lack of) filtering when searching in favourites and scheduled transactions

MoneyWell 3.0.11
- Fix a crash which can occur when attempting to search within certain specific fields
- Temporarily disable the “Sync” menu option until sync is back

MoneyWell 3.0.10
- Fixes Undo / Redo support
- Allows searching in split transactions
- Minor stability improvements

MoneyWell 3.0.9
- Fixed a bug where sometimes the Payee field wasn’t selected when creating a new Transaction
- Fixed a bug where sometimes the Payee field wasn’t selected when creating a new Transaction in Reconcile
- Fixed a bug where the incorrect Event was selected after creating a new Event in the Spending Plan
- Fixed a bug which sometimes caused MoneyWell to crash when deleting an Event

MoneyWell 3.0.8
- Fixed crash when deleting newly created transactions

MoneyWell 3.0.7
- Update all application strings to refelect new ownership
- Update financial institution lists

MoneyWell 3.0.6 Build 3029
- Improves management of private local backups. MoneyWell will now keep the last 3 months worth of local backups only
- Improves document tracking in the Welcome window. Should now properly reflect the contents of the “File > Open” menu item
- Improves handling of Welcome window at launch. Should prevent an issue where it could be displayed even if a document was properly restored
- Fixes the running balance when setting up a new document. Was not including the “Initial Balance” transaction. Reopening the document would properly update the totals but that’s no longer necessary
- Fixes a bug when migrating a document store. When triggered, this would result in a document that could no longer be saved
- Fixes tracking of synced documents when using multiple documents. Would erroneously update the bookmark data to the last auto-opened document

MoneyWell 3.0.5 Build 3027
- Reverted build environment to match that of the 3.0.2 build until we can workaround issues in the newer SDK. This doesn’t revert the changes from the last two builds, just the SDK we were building against
- Updated crash reporting framework (Crashlytics for those curious)
- Fixes selection handling when adding new transactions

MoneyWell 3.0.2 Build 3024
- Now using HTTPS for in-app update checks
- Fixes for MoneyWell 2 and Apple NFR license keys
- Updates copyright strings