MoneyWell icon

What's New in MoneyWell 1.5

Some very nice improvements in an already solid product.

Cleaner Interface - New Views

Buckets Summary

MoneyWell's interface has been refined again with even more to love. Click on the new All Accounts item at the top of the list for a consolidated view of all accounts and a new Account Summary on the right. The All Transactions gives a comparison of account and bucket totals.

The bottom of the main window gives quick access to five different transaction views. The primary view has been renamed Cash Flow and includes a collapsible money flows list.


Drag and Drop Running Balance

Running Balance

Running balances in personal financial software are often wrong because they don't match up with your bank statement or website. If you could only control the order of transactions within a single day, the problem would be solved. With MoneyWell 1.5, you can. Simply drag your transactions up and down the list to resequence them on a date. The new running balance updates immediately.


Quick Sums

Quick Sums

There are times when you just want a quick summary of a few buckets or transactions. In MoneyWell 1.5, all you have to do is select two or more accounts, buckets, transactions, or money flows and the right-hand panel shows you a quick sum of your selection.


Reconcile with Smart Fix Technology

Reconcile Smart Fix

Reconciling MoneyWell to your bank statement has always been simple but now it's even easier and faster. MoneyWell now knows about the most common mistakes when reconciling and alerts you of the problem. It also gives you a Fix button that repairs that problem instantly.


New Split Transaction Panel

Split Transaction Panel

You asked for greater control over split transactions and MoneyWell 1.5 gives it to you. You can turn off the automatic addition of split children, change the payee as well as the memo on a child and easily mix deposits and withdrawals in the same split.

Additionally, split children are now show on the transaction list collapsed under the parent transaction so they never look out of place. It takes just a single click to show and hide them as well.


Transaction-Level Exchange Rates

Transaction Level Exchange

MoneyWell has always let you create multiple accounts with multiple currencies, but now you can have two amounts on each transaction in those accounts. Set the localized amount for each individual transaction so it matches your bank statement exactly.


Better Cash Flow Control

Starting Bucket Balances

MoneyWell 1.5 adds several new features that give you more control over your cash flow. You can now start cash flow at any point in a month or have your monthly budget cycle on any day or create manual cash flows that won't affect your bucket fills.

Even setting up your cash flow is easier now because you can assign starting bucket balances for each individual bucket.


New Cash Flow Summary Report

Cash Flow Summary Report

Having your bucket balances always available on the main window is great but sometimes you need to share this information with your spouse when you're away from the computer. Now you can.

In addition to this new report, all reports now let you set a custom title.


New Graph Column Info Window

Graph Pop-Up Window

The pop-up window for a graph column is now instant, informative and gorgeous. Just move your cursor over any graph column a up pops a translucent panel with details about starting and ending balances for the month, transactions, overages and more.


Dozens More Enhancements...

There are dozens of improvements in this new release:

  • Ignored Alias List
  • New Group By Date transactions option
  • New voided transactions
  • New money flow memo field
  • New persistent account selection
  • New user-defined auto save timer
  • Smarter fill buckets, collapsible bucket list, and more...