MoneyWell for Mac

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.