Great for planning & budgeting

Ive only been using Moneywell for a month (starting with version 2.1). I find the interface clean and quite usuable, albeit a bit sluggish at times with my 14 years of transactions imported from Quicken (successfully, I might add -- other mac finance software always messed up the import, though I did have to give up the brokerage data I had to get a clean import of the bank accounts). I find the companion iPhone app (separate purchase) is essential to getting the most of the budgeting / spending plan tracking, but it has already been able to help us manage our spending. Learning the "cash flow" system and tricks takes some time and dedication - though the videos on the nothirst site and their online knowledge base help tremendously (for example, for dealing with credit cards that have balances). My wife was skeptical at first, but is now tracking spending on her phone and helping us stay within budget. Id recommend this app to anyone looking to more proactively manage spending -- if youre also willing to invest some time learning the software. Im not using the investing "capabilities" of the app, so I cant comment on those. (Those accounts never imported correctly from Quicken so I dont track them in Moneywell at the moment). Direct download from my bank works well. Reports are limited (especially compared to Quicken), statement reconciliation is functional (though I reconcile using direct download several times a week, and its a little tedious for that). But it shines for budgeting and spending plan management.

was using Quicken 2007 about MoneyWell