
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 |
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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. |
Entering Transactions |
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Using memorized transactions, you won't have to do much data entry. Learn how to keep your keystrokes to a minimum.
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Managing Your Spending Plan & Money Flow |
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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. |
Managing Buckets |
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The first step in trying to design a spending plan, is organizing your finances. MoneyWell makes this easy with spending buckets. |
Managing Accounts |
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MoneyWell allows you to have an unlimited number of accounts. |
Graphing, Filtering, and Reporting |
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MoneyWell gives you powerful tools to visualize your money flow and find transactions. |
Reconciling Your Account |
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Quickly reconcile your account without leaving your transaction list. |