MoneyWell 2.1 Beta 1 Available Our beta test for MoneyWell 2.1 has begun. We are starting this very early in the beta process because we want to get


MoneyWell 2.1 Beta 1 Available

Our beta test for MoneyWell 2.1 has begun. We are starting this very early in the beta process because we want to get your feedback on the new features as we add them. You've asked for us to reconsider some of our design decisions in MoneyWell 2 and we have. Please let us know if we are heading in the right direction.

"Grand Unification"

The most difficult change for most of our customers has been the separation of accounts and buckets. Well, that is gone in 2.1. The lefthand panel now holds all your Smart Filters, Accounts, Buckets, and Securities.

You can also get to any of the five major views by clicking the button bar at the bottom or by using the keyboard shortcuts in the View menu:

⌘1 - Cash Flow
⌘2 - Spending Plan
⌘3 - Reconcile
⌘4 - Portfolio
⌘5 - Reports

This makes navigation quicker and gives you more filter options without the accidental filters of MoneyWell 1.7. To see the contents of a bucket or account, simply click on one or the other. To see the contents of a bucket filtered by an account, click on one and hold down the Command (⌘) key while clicking on the other.

Select any combination of the items to see your transaction list filtered.

Account and Bucket Groups

Do you want to organize your accounts into different banks or types? Click the + button and choose New Account Group, give it a name, then drag and drop your accounts into it.

Same with your buckets. Group all your Utilities together or your Fixed and Variable expenses. Collapse and expand the groups as needed and with Lion Restore, they will reappear the same way when you quit and restart MoneyWell.

Downloading the Beta

Make sure that you are signed up for this newsletter by visiting our MoneyWell Beta page. If this newsletter has appeared in your inbox, then you should already be on our list.

Visit our MoneyWell Beta Download page to get the latest copy of MoneyWell 2.1. Please read the precautions and make sure you have backups of your 2.0.2 documents. This is a fairly stable beta, but it's better to be safe than sorry.

Report all bugs to or visit our Beta Discussion site to read the ongoing discussions and contribute your feedback.

More Features to Come

This is just the first set of many features we have planned for MoneyWell 2.1 and we will announce each as it's ready for testing by email an updated newsletter.

It would help us if you could keep your feedback focused on the features we have added to each build of the beta and avoid feature requests. Due to the outstanding 2.0 customer feedback, we already have a solid priority list of what we need to put into MoneyWell 2.1. The beta site will be more productive if it is used to report issues at this point.

Thank you for helping us build better software and for being such passionate customers. We appreciate your business and your desire to see our products succeed.

custom email twitter wordpress