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.
Secure Sync via Dropbox
Sync your MoneyWell data between multiple Macs or grab a copy of MoneyWell Express (for iPhone) and keep your data in your pocket. MoneyWell for iPad rounds out the suite and lets you manage your budget from the comport of your favorite chair. And don’t worry about prying eyes, you supply a password that encrypts your data during transmission and while stored on Dropbox.
To learn more about MoneyWell or just to get in touch, please visit out website. We’d love to hear from you!