Tap on a bucket to see the transactions that it holds. The Buckets view gives you a birds-eye view of just where all of your money goes, that is, if you have been assigning transactions to buckets. You can also view the activity for each account separately by tapping on them, along with the filters and search bar. If you need to see your total balance for each account, just go into the Accounts view. I hope that the developers can change this so that it searches all text fields, rather than just payee name, because it’s much more useful that way. Unfortunately, unlike the desktop version of MoneyWell, MWE can only search for keywords in the payee name, rather than through everything. At the top of Activity, you have a search bar, so you can look for any transactions with a certain keyword, as well as filter transactions by All, Deposit, Withdrawal, and Check. Here, you will get a list of all of your transactions for all accounts.
The Activity screen is the main view in MWE. Once you tap on “Add,” it is logged for safekeeping! When the green button is tapped, just enter in the dollar amount, choose the Payee, add an optional note, pick a bucket, select the account, and when the transaction took place. To me, it’s a huge improvement over the navigational system in MW2.įor adding in new transactions, there is a big, green button in the center of the toolbar, which I find to be a huge improvement over the previous version for adding expenses and income. Now, switching views is just a single tap away, and yet, every other section of the app is just as accessible. Now, instead of having to switch between multiple screens, MWE features a bottom toolbar with four tabs: Activity, Accounts, Buckets, and Settings. Fortunately, this problem is amended with MWE. Of course, there’s still the Mac version requirement for the app to work …Īs I mentioned, I had used MoneyWell 2 for quite some time, but my biggest complaint with the app was that it was tedious to add new transactions - it required too many taps and switching back and forth between views. I’m not the biggest fan of the “from-ten-dollars-to-free” change with Express, but I am sure that this is more appealing to new users, who perhaps want to try MoneyWell out for the first time. I was previously using MoneyWell 2 on my iPhone, but it has now been replaced with MoneyWell Express. The Mac app, though it has received quite a bit of flack, has worked well enough for me for what I need it to do.
I’ve personally been using MoneyWell to keep track of my money for the past year.
Moneywell review macworld for mac#
This version does require MoneyWell for Mac v2.1.1 or later in order to work.
Moneywell review macworld software#
MoneyWell Express (Free) by No Thirst Software LLC is a simple, yet powerful, app to help you keep track of your money.
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