The Moneywell 3 Faq Moneywell Personal Finance Software

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MoneyWell is another personal finance software application built for the Mac. It’s sleek, it’s shiny, and performs like you would expect any good piece of Mac OS software to. MoneyWell uses the very effective envelope budgeting method (well, in this case, it’s a “bucket” budgeting method) to help you better manage your finances and plan for future expenses. Among other features, MoneyWell offers Direct Connect Banking and uses a single-window interface designed to simplify your experience with the MoneyWell software. So how does MoneyWell stack up to the other Mac-based competitors such as iBank, Snowmint’s Budget, and others? Hopefully this MoneyWell review and walkthrough will give you a better idea of what MoneyWell has to offer in terms of effective personal finance software. *Note: This review is for version 1.4.12 of the MoneyWell software.

The Moneywell 3 Faq Moneywell Personal Finance Software For Mac

MoneyWell gives you powerful personal finance organization and analysis tools in a simple, single-screen solution. Without running complex reports or having to trudge through six levels of pie charts, youll know immediately if your spending is on track. MoneyWell is a streamlined solution for money management on your Mac.If you’ve ever been overwhelmed by the needless complexity of other personal finance applications, you’ll find MoneyWell to be a breath of fresh air. Hopefully this MoneyWell review and walkthrough will give you a better idea of what MoneyWell has to offer in terms of effective personal finance software. *Note: This review is for version 1.4.12 of the MoneyWell software.

Who’s Behind MoneyWell? MoneyWell is produced by No Thirst Software LLC, a small company built by entrepreneur Kevin Hoctor. Kevin states that part of the mission of the company is to “deliver excellent products and services that change peoples lives.” Not a bad mission statement if you ask me. And if there’s any avenue in which peoples lives can be changed, it’s certainly in helping them better manage their money and debt. I personally like that MoneyWell is produced by such a small company.

Software

/dav-file-player-for-mac/. This usually means that customer service is personable and often quick. Customer satisfaction is usually top priority in small companies such as No Thirst Software. Also, the creator has a vested interest in the product, and as such, will be very focused on future improvements. Installing MoneyWell MoneyWell offers a free trial version of the software for you to test drive before you buy. The only limitation of the trial is that you can only enter 200 transactions.

This should definitely be enough for you to see if you want to buy the software for good. After clicking the Free Trial button on the MoneyWell website, you’re guided through the basic download and installation steps to easily install MoneyWell on your computer. After installing MoneyWell you’re given a couple of options to get started: I particularly like that they offer the option to import an OFX, QFX, or QIF file from another budgeting software application if you’ve been using one. Also, the sample file is a good way to click around and learn the system a little bit before diving in with your own transactions. Being that this review will try to give you a walkthrough-type view, I chose to start from scratch.

The Moneywell 3 Faq Moneywell Personal Finance Software 2018

*Note: The MoneWell website has a good collection of tutorial videos to help you with learning the ins and outs of MoneyWell and getting started with your own budget. Be sure to check it out if you’re needing help. I dig it 1.7 purchase for mac. Setting Up MoneyWell When starting from scratch, you’re prestented with this screen: Here you can see the overall look of the application (although it doesn’t yet have any data in it). We’ll go over the single-screen design in more detail a little later. Adding Buckets While this is probably pretty self explanatory, here you will check each “bucket” that you want in your budget. These buckets are the same as envelopes in other envelope-based budgeting software programs (you may want to consider these your “categories” of income and spending).

This entry was posted on 15.07.2016.