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Discover MoneyWell

Tracking and controlling your spending shouldn't be rocket science. You should be able to decide how much you want to spend and on what and then see if you are sticking to that plan. MoneyWell gives you the tools to do that without sending your blood pressure soaring. Use the links below to discover more about MoneyWell and make sure to check out our online Video Tutorials that make learning as easy as watching television.

Getting Started

Welcome Panel

When you first run MoneyWell, a Welcome panel appears. Use this to start building your data file. If you have Quicken® or another program that contains your finances, first export that information to an OFX, QFX, or QIF so you can import it into MoneyWell.

bullet Starting from Scratch

bullet Importing a File

bullet Opening an Existing File

bullet Opening the Sample File

bullet Activating Auto Save

bullet Starting Cash Flow Tracking

bullet Activating MoneyWell with a License


Entering Transactions

Transaction Detail

Using favorites, you won't have to do much data entry. Learn how to keep your keystrokes to a minimum.

bullet Adding Favorites

bullet Create a favorite

bullet Adding Transactions

bullet Scheduled Transactions

bullet Splitting a Transaction

bullet Using Cash Account Transactions

bullet Changing a Transaction into a Transfer

bullet Copy/Paste Transactions


Managing Your Spending Plan & Money Flow

Spending Plan Panel

Once you have your buckets in place, you can start designing your spending plan. It's as easy as setting an amount you want to spend (or earn) and a frequency that the money flows out of (or into) each bucket.

bullet Learn About Spending Plans

bullet Managing Your Spending Plan

bullet Adjusting Individual Bucket Plans

bullet Allocating Income

bullet Flowing Money Between Buckets


Managing Buckets

Buckets List

The first step in trying to design a spending plan, is organizing your finances. MoneyWell makes this easy with spending buckets.

bullet Using Default Buckets

bullet Adding Buckets

bullet Understanding Smart Buckets


Managing Accounts

Accounts List

MoneyWell allows you to have an unlimited number of accounts.

bullet Downloading Accounts

bullet Adding an Account

bullet Transferring Money Between Accounts

bullet Setting and Using Exchange Rates


Graphing, Filtering, and Reporting

Money Flow Graph

MoneyWell gives you powerful tools to visualize your money flow and find transactions.

bullet Using the Money Flow Graph

bullet Searching Transactions

bullet Printing Reports


Reconciling Your Account

Reconcile

Quickly reconcile your account without leaving your transaction list.

bullet Reconciling Transactions

bullet Viewing Running Balances