Direct Connect Banking Done Right
MoneyWell allows you to directly talk to hundreds of banks and other financial institutions giving you one-click access to your accounts. See our Direct Connect Financial Institutions List.
Let MoneyWell Do the Work
MoneyWell's new account guide is the slickest way to get connected to your financial institution.
If you are signed up for direct connect banking with your financial institution, MoneyWell can set up all your accounts for you. Just pick your bank from the list, enter your access information, and MoneyWell will establish a secure connection to retrieve your account details.
It's incredibly easy. Once you try it, you'll wonder why all finance apps don't work this way.
Once MoneyWell has set up your accounts, you can click the Download button at any time to retrieve your latest transactions.
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 (delimited text).
Easy In, Easy Out
If you have years of transactions stored in another finance product, chances are that MoneyWell can import it. Just export your data to a QIF file and import it into MoneyWell. All your buckets and accounts will be automatically created.
MoneyWell gives as well as it takes. You can export all or a portion of your transactions from MoneyWell to a QIF file to share with other applications.
Sharing with Numbers or Excel
Ever want to play around with your transaction data or prepare a worksheet for your accountant? MoneyWell makes this easy: Simply select the transactions, then copy and paste to any application that accepts tab-delimited data. MoneyWell makes it easy to get your numbers into Numbers, the new iWork application.