moneywell creating new account on import

#MONEYWELL CREATING NEW ACCOUNT ON IMPORT MAC#

Pricey, but well worth it for all you guys. MoneyWell is available at $9.99 in the App Store. I guess I’ll just have to write my own app - or figure something out by the end of this fall. Google Play, Apple App Store) for compatibility. We suggest always checking the applicable app store (i.e. Honeywell Home is compatible with the latest OS versions of iOS and Android. For as much as I think MoneyWell is one of the best financial apps for iPhone, I can’t stick with this one either. With the Home app, you can take control of your home comforts and always know what's going on at home, at the touch of a button. I need something more complex than that, and I need it on the iPhone. It’s a rigid scheme meant for users who a) have an account and b) enter transactions in this account. For instance, there’s no way to get in-depth stats for accounts (monthly or weekly stats) or to quickly move and combine expenses between different accounts. It’s an app for entering transactions and quickly checking on your accounts.

MoneyWell doesn’t really do anything more than this.

add notes, choose a bucket, account and set a date. The numeric keyboard is huge and takes half the screen, but you can easily dismiss it by pressing Return. When you create a new transaction, you can choose between income, expense and checking templates. I would like to be able to see how much I’ve spent on Cydia and App Store apps without the need to manually sum them up. You can create income and expense buckets (good), see bucket-specific stats (good) but you can’t see details for multiple buckets combined (bad). Together with Accounts there are Buckets: think of them as Squirrel’s categories. You’re not forced to enter a starting balance, or fill in the additional details. An account can also be of different types (Checking, Savings, Credit Card, Liability, Investment, Cash) and have a memo attached to it. You can set a starting balance and, this is great for me, choose a different currency for each account you create. There’s plenty of space for a quick summary though, so developers - think about it.Īs usual in this kind of apps, you can create multiple accounts and customize them to gear them towards your needs. The main screen of the app is a tabbed interface for the aforementioned sections: I would have liked some kind of a summary when I fire up the app (like MoneyBook does) - but at least everything’s pretty.

#MONEYWELL CREATING NEW ACCOUNT ON IMPORT MAC#

You can set up a passcode, hide data older than a certain amount of days, sync with the Mac version. Both the icon and the UI look great on it. Before I dive deep in the app’s functions, MoneyWell is optimized for the Retina Display. You can also save Favorites and set up Scheduled items.

MoneyWell for iPhone is organized in three sections: Accounts, Buckets and Transactions. MoneyWell gets dangerously close to that. An app that’s flexible, good-looking, fast and easy to use. One that lets me take a quick look at my expenses, or my whole account when I need to. Oh, in case you missed my previous “finance on iOS” coverage: I don’t care about sync with Mac versions and desktop backups. When it was released a few weeks ago it looked promising and I bought it. I guess it’ll need a second look soon.Īnyway, today we’re here to talk about MoneyWell for iPhone. MoneyWiz not only supports import from this file type, it will import the transfers between your accounts as. MoneyBook is still the best of all the ones I’ve reviewed so far, and the developers are working hard on improving it and adding more features - especially to the web interface. MoneyWell can export accounts to a QIF format. Maybe it’s beacuse I have a quite complicated setup (you know, managing multiple currencies online isn’t exactly an easy task), partially because no developer until now released the perfect iOS financial application. I can’t find one to stick with, I can’t find one that enables me to achieve a decent workflow when it comes to adding transactions and managing my finances. If you realize the import didn't include all of your information from MoneyWell®, such as the date range or accounts to export was not set correctly during the export, then it would be best to start over and redo the export and import it into a new file.Oh, my problem with financial apps. If desired, security prices can be set manually to match the exact prices in MoneyWell® for the comparison between the two programs. Not all programs export security prices to QIF files and the QIF file format is limited with regard to tracking investments. If there are any discrepancies, we recommend to check the more complex items such as investment accounts first. Our file importing feature is widely regarded as one of the best there is, but it can only as good as the information available in the QIF file.Īlthough we try to accommodate for as many of the errors in the exports of other programs as we can, many of them simply export information incorrectly or incompletely. Review the imported information for accuracy when compared to MoneyWell®.

Moneywell creating new account on import