MoneyWell 2.1 Beta 4 Available MoneyWell 2.1 is now up to the Beta 4 stage. This beta brings more stability to the new list views and improves issues


MoneyWell 2.1 Beta 4 Available

MoneyWell 2.1 is now up to the Beta 4 stage. This beta brings more stability to the new list views and improves issues reported with fill dates on the spending plan. The Beta 4 changes are:

Added context menu for hide/show of columns in compact list view
Added full context menu for compact list view body
Added color negatives to compact list view
Added detailed fill dates display to event info panel
Improved bucket and account sorts on both lists
Improved header text and restored bucket gauge
Fixed transaction selection jumps caused by changes
Fixed split children appearing twice on the main list
Fixed sort to remain consistent between both list views
Fixed fill dates for custom monthly repeat patterns
Fixed spending plan list view for non-bucket selections

Please read through this newsletter and the known issues on our download site before reporting any bugs.

Syncing with MoneyWell for iPhone

We recently released MoneyWell 2.0.3 and the matching MoneyWell 1.5.3 for the iPhone. MoneyWell 2.1 Beta should sync well with our latest iPhone app since it includes all the 2.0.3 enhancements.

"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 2.0.3 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. Please try to keep your beta reports focused to one bug each with a subject line that summaries the issue you've found. This will help us document the bugs and respond to you quickly.

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.

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