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MoneyWell - Personal Finance Software for Mac & iPhone

MoneyWell Personal Finance software helps the people, to take control of using their simple single screen interface and "envelope" cash flow management. MoneyWell Personal Finance software provide you analysis tools in a simple, single-window solution and powerful personal finance organization for Mac & iPhone.

MoneyWell - Personal Finance Software for Mac & iPhone

Historic information is focused by most financial packages. Moneywell demonstrates right now what is happening with new Spending Buckets and a Money Flow Graph all presenting real-time feedback. In the MoneyWell software, the user knows instantly when spending is getting out of hand by just glimpsing at one window. 

MoneyWell Finance Software other features include:

  • Direct Connect Banking
  • Attached Receipts
  • Split transactions
  • Memorized transactions
  • Scheduled transactions
  • Multiple currencies
  • Exchange rate conversion
  • Transaction and tax reports
  • Spending plan w/cash flow management
  • Income allocation w/prioritized buckets
  • Click to filter graph
  • Integrated search/filter
  • OFX/QFX/QIF import
  • QIF export

Software to manager personal finance MoneyWell for Mac OS:

MoneyWell Buckets

An Electronic Twist on "Envelope Budgeting":

Splitting up your paycheck into envelopes for each category of your budget is a true and tried process for ending overspending. Unfortunately, debit cards and direct deposit work like cash which is nearly hard to do in today’s time.

Find what you are looking for:

To see all dining out transactions from last month, there is no need to find one transaction at a time run a report. Simply click the Dining bucket then click on last month's graph bar. To search transactions just type “apple”, and see the results before you finish type.

Go with the Flow:

Moneywell offers you more information than your account balance; it tells that what you can spend for every activity.

It is easy to set up too:

To set a planned amount for each bucket and to flow your income into the buckets click on Allocate Income. After spending all money in a bucket, it shows up as tipped over and empty.

Scheduled transaction:

You can schedule transactions in the future as well as have them automatically repeat under your control. You can easily set the pending transactions to repeat daily, weekly, monthly, or yearly and end when you say stop.

Direct Connect Banking:

You can download accounts and transactions with a single-click from hundreds of banks as well as from other financial institution with Moneywell.

Control Credit Card Debt:

Credit cards are risky due to they fly under the budget radar. MoneyWell sees money coming out of your Clothing bucket though it comes from credit card instead of checking account as MoneyWell is manager.

Single-Click Reconcile:

MoneyWell provides an easier way to match your transactions to your bank statements. You can easily reconcile bank accounts.

International Currency & Dates:

Your international settings are used in the system Preferences panel to format numbers, currency, and dates by Moneywell. You can not only control spending but also control how it looks. You can set exchange rates to automatically convert amounts for transfers and also choose a different currency for each account.

Other version of MoneyWell:

MoneyWell 1.4.12
MoneyWell 1.4.10
MoneyWell 1.4.8
MoneyWell 1.4.13
MoneyWell 1.4.5

Download MoneyWell: For Download MoneyWell.

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Perfios for mobile phones

Anonymous — Tue, 12/08/2009 - 15:31

I have been using Perfios - www.perfios.com - The personal Finance software for Indian Audience and it has been good so far...infact better than anything I have ever seen...was wondering when will they come out with a mobile version!!
~ Ramesh

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