Securely sync your MoneyWell data from anywhere you have access to the internet.
Moneywell iphone manual#
Simply follow the built-in guide that steps you through selecting your financial institution, entering your login information, and adding your accounts.įor those banks that don't support direct connections, MoneyWell still makes it easy to avoid manual entries by allowing you to import common file formats like OFX, QFX, QIF, and CSV. Setting up direct connect banking with MoneyWell is a breeze too. MoneyWell allows you to directly talk to hundreds of banks and other financial institutions giving you one-click access to your accounts. MoneyWell automatically looks up the correct exchange rate and sets the amounts, but you have full control to change any of them. Purchase using GBP for a EUR account and track your spending in a USD bucket. Save your favorite searches with our Smart Filters.Įach transaction stores three amounts, each with its own currency. What if you knew the entry had the word "apple" in it? Just type "apple" in Search Transactions and instantly see the results before you finish typing. See all your dining out transactions in the last three months with a couple of clicks in the Filters popover. MoneyWell supercharges that concept and gives you back control over your spending with spending buckets. Unfortunately, with direct deposit and debit cards that work like cash, it's nearly impossible to do today. Splitting up your paycheck into envelopes for each category of your budget is a tried and true method for stopping overspending. MoneyWell gives you powerful personal finance organization and analysis tools in a simple, uncluttered, single-window solution.Īn Electronic Twist on "Envelope Budgeting"
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