MoneyWell 2.1

Since 2007, MoneyWell has been the favorite budgeting app for people looking to make a real change in their financial futures. We spent months poring over what was great about MoneyWell and what could be made even better. Below are just some of the cool new features for 2012.
Feature Summary:
- Built for OS X 10.7 - full-screen support, auto restore, auto save, and more
- Redesigned Interface - cleaner, more informative, and easier on the eyes
- Event-based Budgeting - build your spending plan faster and more accurately
- Intelligent Bucket Fill - one click and your buckets are filled
- Interactive Reports - dynamic, on-screen reports
- Quick Filters - new filter bars give you faster searches with more focus
- Smart Filters - create and name filters as reusable transaction searches
- Transaction Tags - create tags to track transactions and use as report breakouts
- Investment Support - track your individual stocks and your portfolio
- Repeating Transactions - new repeat options are more flexible than ever
- Calendars - new pop-up calendars for clickable date entry
- Faster Sync - updated MoneyWell for iPhone sync to be faster and more reliableEvent-based Budgeting
We think MoneyWell's new event-based budgeting will revolutionize the way you control your spending. Simply create a list of events that tell MoneyWell how you spend your money and let it build your budget. For example, your Dining Out bucket can have one event for your weekday espresso, another for lunch three days a week, and a third event for date night with your spouse once a month. MoneyWell takes care of the calculations and setting aside income for these events.
Having your spending plan broken up into events also makes budget revisions easier. If your electric bill rises, simply adjust that one event. Forget a birthday? Just add a new event. Pay off a loan? Remove an event. The guesswork behind your budget amounts disappears.
Powerful, Refined Interface
MoneyWell's single-window design was a good start to eliminating the typical clutter of other finance apps, but we've taken a critical eye to our own app and have created what we think is a thing of beauty. Even though we added dozens of major features, you wouldn't know it by looking at MoneyWell. MoneyWell 2 gives you incredibly flexible filtering and search tools to find long forgotten transactions or to focus on specific content for reporting.
Clean Visuals for Budgeting and Banking
MoneyWell is designed to hold thousands of transactions, but information is useless unless it's easy to understand. Every view has been designed to present your banking and budgeting details in a clear and concise manner. Graphs are available for nearly every list to give you the big picture. Headers above each list give summary information along with quick totals for selections. Every visual has been crafted to help you see exactly what you need right where you are.
Interactive Reports
MoneyWell was designed to give you great financial feedback in every view, but when you need to share information with others, reports are a great tool. With our 2.0 release, you can create and save reports that have different content, totals, groupings, date ranges and watch the report change as you adjust these settings. Zoom in and review them in the main window or go old school and print a paper copy.
Unlimited Smart Filters
Smart filters are saved searches based on criteria you set up. If you do a quick search using the filter bar in MoneyWell, you can save that as a smart filter with a single click. You can also create a smart filter from scratch by just adding rules to the filter.
Want to filter your transaction list to all withdrawals last year with a "vacation" tag? No problem. How about filtering to all transactions assigned to dining tagged as "business expense" with an amount over $20? Easy. Add as many smart filters as you'd like with any combination of conditions based on date, payee, memo, amount, tags, and more. These work for every view and report giving you complete control over what you see.
Best-in-Class Currency Support
No other finance app allows you to record a transaction in one currency, store it in an account register in a second currency, and assign it to a budget bucket in a third. Only MoneyWell gives you the flexibility to keep your budget in check no matter where you live or travel.
When you set the currency on your transaction, MoneyWell automatically looks up the exchange rate based on the currency of your selected account. If your bucket has a third currency, it does the same for that.
Since exchange rates are rarely perfect, MoneyWell also allows you to set the exact amounts for all three currencies and keeps those stored within each transaction.
Built for OS X 10.7
MoneyWell 2 was designed to take advantage of the OS X improvements in OS X 10.7. We think Apple has really outdone itself with Lion by adding Full-Screen Apps, Resume, Auto Save, Versions, and Gestures--all features supported by MoneyWell.