Join or Sign In

Sign in to add and modify your software

Sign in with Facebook Sign in with email

By joining Download.com, you agree to our Terms of Use and acknowledge the data practices in our Privacy Agreement.

MoneyWell for Mac

By No Thirst Software Free to try Editors' Rating

Editors' Review

Download.com Staff Jun 24, 2013

With a number of useful features for keeping track of your cash flow, accounts, income, and expenses, MoneyWell for Mac takes the traditional envelope budgeting method to a whole new level. The program comes with a fully-functional, free trial version limited to 200 transactions.

After downloading, MoneyWell for Mac starts up with an initial menu that features good graphics and well-labeled buttons. Users can immediately use the program on their accounts or play with it using a sample document. This is helpful so users avoid making mistakes on their actual account files. The program, itself, lists the current account balance at the top of the main window, along with the current account status. A listing of the overall balances of every account imported sits on a left sidebar, and is easy to locate. Income and expense information is also present in this area, below the accounts. The main window lists all of the debits and credits by transactions, which are each well-labeled and color-coded for easy identification. A row of buttons along the bottom also allows users to quickly reconcile accounts, as well as access their spending plan, reports, and other advanced functions. Additionally, the program offers access to video tutorials and an online help section.

MoneyWell for Mac includes most of the features one would look for in personal finance software and would be a useful addition for users familiar with accounting principles.

Editor's note: This is a review of the trial version of MoneyWell for Mac 2.2.2.

Full Specifications

What's new in version 2.2.3


- Improved performance of Fill Buckets panel
- Improved performance of Spending Plan view/edit
- Improved performance of Scheduled Transaction generation
- Improved startup performance for documents with hundreds of attachments
- Added a Show Attachments Folder command to the Help menu
- Fixed occasional crash on save
- Fixed recurring date calculations for events and scheduled transactions
- Fixed export problems under OS X Lion
- Fixed refresh of event amounts
- Fixed a crash related to exchange rates
- Fixed the appearance of the Welcome panel even when documents are open
- Fixed Cash Flow header to show sum of selected scheduled transactions
- Fixed single occurrence scheduled transactions to allow generation
- Fixed running bucket balance calculations after an account download
- Fixed missing autosave and sync after an account download
- Fixed a crash of export while not the cash flow view
- Fixed a crash sorting on attachment column in compact views
- Fixed duplicate transaction to copy tags
- Fixed exchange rate updates to ignore zeros
- Fixed sort order of exchange rates
- Fixed tag creation to trim whitespace
- Fixed event fill occurrence to respect the end date or count
- Fixed refresh of next occurrence on scheduled transactions
- Fixed spending plan graph and event detail to use start of current period
- Fixed report footer page count
- Fixed smart filter creation crash
- Fixed window restore corruption issue
- Fixed crash on import with missing file
- Fixed repeat of events and transactions for first sunday of month
- Fixed fill amount calculation for events ending in the near future
- Fixed repeat of events for first day/weekday/weekend day

General

Release August 11, 2013
Date Added August 11, 2013
Version 2.2.3

Operating Systems

Operating Systems Macintosh, Mac OS X 10.7, Mac OS X 10.8
Additional Requirements None

Popularity

Total Downloads 4,962
Downloads Last Week 0
Report Software

Related Software

Profit and Loss Statement Template

Free
Profit and Loss Statement Template

QuickBooks 2019 R2

Free to try
QuickBooks 2019 R2

General Ledger Template

Free
General Ledger Template

QIF Wizard

Free to try
QIF Wizard

Best VPN Services for 2020

Best for privacy

3 months free with 1-year plan

Best for customer support

$39.99 for the first 12 months

Best for zero logs

$4.87.99/months for a 1-year plan

Best money-back guarantee

$2.99/months for a 3-year plan

User Reviews

4.4/5
9 User Votes
5 Star
4 Star
3 Star
2 Star
1 Star

Developer's Description

Most financial packages focus on historic information. By the time users see what has been spent, it's too late to fix the problem. MoneyWell shows what's happening right now with innovative Spending Buckets that mimic the popular "envelope" cash flow management system and a Money Flow Graph all presenting real-time feedback. The user knows immediately when spending is getting out of hand by just glancing at the single-window interface.