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I am not a beta tester! Especially syncing with the iPhone app caused problems. Wrong (and after restarting the app: changing) numbers, missing transactions. In course of this year, things got buggy with MoneyWell. You must be able to trust the app, otherwise you'll have to start searching for some missing transactions and seek for wrong numbers.

Yes, like many others I have been waiting eagerly for the 2.0 release, but to be honest, for a finance app the most important thing is that it's stable, rock-solid, so your data is ok. I was very excited about MoneyWell (see my review below), but this week I got to the point where I decided to move on and switch to another app. Plus, the iOS solution alone puts it over the top for me. Still, it is my default finance app and I've learned to love the buckets. But that's just it.if you don't like or understand the bucket system, Moneywell is difficult to use, cluttered and probably not the best solution for your personal finances.

#Moneywell for ipad how to

Once you figure out how to use it, and more importantly want to use it, Moneywell is a very helpful financial app.the best I've used out of iBank, QE, Money, Checkbook, SEE Finance, Moneydance, etc. My only peeve, and it gets to the essence of Moneywell's methodology, is the bucket system. It would be nice if it offered Dropbox as an alternative.

#Moneywell for ipad manual

It's implementation of iCloud syncing is flawless and never requires manual updating by the user. It is by far the most robust yet easiest solution I've found for customers using iOS devices on a daily basis. It can automate budget allotment to bucket/envelope amounts and report with clarity. Its automated banking transaction downloads are broad and robust, including the ability to screen for duplicate entries before entry.

It offers a thorough handling of most personal financial transactions, whether checking, investments, loans or cash accounts. Overall, this is a very stable and data reliable program aspects that are essential to any financial program.

#Moneywell for ipad update

I need to update my response to this program now that I've used the 2.x and 2.2 versions for the last year or so. Indeed, even though I prefer the bucket and budget planning based method, I have since found an income/expense management app that will likely substitute very nicely for MoneyWell. When you would be comfortable or actually prefer using an account-based method that is designed for tracking income/expenses with budget prediction included, absolutely look elsewhere. MoneyWell looses significant points for its current total lack of public support and development plan (you should guess whether it will or will not be sustained or die in the future). In the event of an even development of both, MoneyWell would be my very strong, personal recommendation. When you want a bucket method that is designed for planning budgets with account tracking included, you basically have a choice between this app and one other. While the app works locally under Yosemite, it has stutters and delays (spinning beach balls), and I have yet to re-start the sync option to use the iPhone companion app. The UI is sadly showing its age (nearly 2 years). The new owner/developer offers email assurances that 'we are very much alive and well and development continues to move forward' while also stating in the same sentence that 'we don't have features or release dates to publish at this time'. Unfortunately it seems no longer to be supported in its public forums or Webpage. I was a strong supporter of this app 2 years ago. I rate this as a ONE STAR for the total absence of developer support.

I would rate it at 4 stars with a modicum of developer support. Be prepared to realize, the developer has little to no interest in your input, feedback, or problems. Perhaps pay to be on the 3.0 beta release. Use it at the current version at your own risk. Summary: This remains my personal favorite and probably the best for budget management rather than financial tracking.

#Moneywell for ipad download

For instance, I could download my Bank of America account immediately with Moneywell while I had to take an hour to figure out how to jury-rig the same download in iCompta. The second favorite, iCompta, has its own problems. I keep it because I don't see anything that fits my method of tracking budgets. However, the developer is clearly not interested in doing any support of this app.

Granted, the beta 3.0 of MoneyWell runs nicely on OS X 10.11. The developer has posted a private beta to those users who bought in to an advance release.