Download MoneyWell—Try It Free

Click the disk image below to download the MoneyWell archive file. If you are using Safari, your Mac should uncompress the download file automatically. If it doesn't, just double-click that file to extract the application.

We recommend that you drag MoneyWell to your Applications folder, but that step is optional.

If you haven't purchased a license, MoneyWell will run in a trial mode that is limited to 200 transactions. Feel free to use it until you are satisfied that MoneyWell will meet your needs before paying for the license.

Purchasing MoneyWell

Once you're ready to pay for it, simply click BUY NOW, follow the directions for payment, and a license will be emailed to you once your payment has cleared.

Learning To Use MoneyWell

Check out our tutorials (especially our video tutorials) and join our Google Groups hosted user forum to ask questions and discuss solutions with other customers.

What's New in This Release

• Account-Specific Currency & Exchange Rates: MoneyWell now allows you to set a different currency for each account and define exchange rates for each. Transfers between accounts automatically calculate transaction amounts based on the proper rate. Add as many accounts and currencies as you'd like!
• Schedule Your Future: With MoneyWell's scheduled transactions, you can set a transaction to repeat daily, weekly, monthly, or yearly and control the iteration span and duration. Open transactions with a future date are marked as "Pending" and can be hidden to avoid affecting bucket totals. There's also a brand new view for transactions. In addition to the "Current" and "Memorized" views, you can now choose a "Scheduled" view to see the next schedule transaction in each series. This is a great place to manage your future transactions.
• Added Allocate Income Intelligence: Allocate Income is a quick way to spread incoming money out across your expense buckets with one or two mouse clicks and now it's even smarter. You can assign monthly timing (first half, second half, or all month) to each bucket and MoneyWell will flow money based on your choices. You can now also combine several income buckets in a single allocation.
• Ordering Your Accounts is a Drag: Instead of leaving accounts ordered by type and name, you can now simply drag accounts up or down the list to set your own order. This allows you to put your most used accounts at the top for quick viewing. You can also hide seldom used accounts and buckets.
• Reporting for Duty Sir!: MoneyWell does a great job of showing just what you need to see on screen to manage your finances, but sometimes you just need paper for your CPA or records. With version 1.3, you now have four additional reports, including Transaction Report with Subtotals, Bucket Summary Report, Tax Detail Report, and Tax Summary Report. Just click Print and select the report style, selection method and time period. You can even choose a custom date range.
• Context Menus for Power Users: Why have the ability to right-click your Mighty Mouse if there's no context menu when you do it? MoneyWell now fills that need for power users and provides context menus for accounts, buckets, and transactions. Right-click on a closed account and hide it or a transaction and reconcile it. You can even mark a transaction to not require a bucket assignment for balance adjustments and other special cases.
• Same Great Graph with Triple the Feedback: MoneyWell's Cash Flow Graph is a great tool to quickly spot spending trends and improve your habits, but now you can even see more than ever before. Just by pausing your mouse cursor over a bar, you'll see a tool tip that not only tells you the exact amount spent but also the money flows in and out that month and rollovers too. Additionally, the graph incorporates money flows into the column feedback and will now show you red hash marks when you spend more than you have allocated and blue hash marks when you exceed your planned amount.

Other features include:

• Click the Accounts, Buckets, or Transactions titles to quickly select all items
• New smart bucket to group the last import of transactions
• Additional keyboard shortcuts like the forward delete key for removing transactions
• Additional commands in the action menu at the bottom of the buckets list
• Improved import intelligence to better match duplicates
• Dozens of bug fixes and visual improvements