What is MoneyWell?
MoneyWell is a personal finance software for Mac users to track expenses, create budgets, monitor cashflow, investments, and manage debts and loans. It aims to give users a central place to visualize and understand their financial life.
The software allows you to link all your financial accounts and transactions into one place for a unified view of your finances. It has customizable categories, tags and payees to flexibly organize spending and income. Multiple currencies are supported including transfers and conversions between different currencies, which is useful for users with financial activities in foreign currencies or when traveling.
MoneyWell offers various ways to visualize your financial trends like graphs, charts and reports. It can track budgets, forecast income and expenses, remind you of upcoming bills, and provide insights on spending categories and savings rates. It also provides investment tracking with cost basis and capital gains. It can connect with banks and other financial accounts to automatically import transactions. Secure data encryption is used to protect your financial information.
Overall, MoneyWell helps gain visibility into your personal finances, budgets, cashflow, and progress towards financial goals. The categorization tools, multiple currency support and visualizations make it convenient to understand your full financial picture so you can confidently make decisions and plans.