The sync with DropBox works beautifully so when I travel I can manage everything from my iPad just like I would from my desktop at home. The developer is also serious about the MoneyWell app on the iPad, too. The user-interface of this software is fantastic with everything placed in a sensible and logical order. Then there won’t be any surprises when the monthly bill is due because you will have prepared for each expense before the statement closes. Got a credit card? Download the transactions as they occur and assign them to a Bucket. I just make a simple edit to the new transactions to assign them to the correct Bucket. The setup was about as close to automatic as it could be. The Direct Connect feature with my bank saves me time by downloading the transactions for me. No problem - mark the transactions as Pending. Or maybe you want to leave the future transaction entries so you don’t have to re-enter them but you’d like to see the current state of your Buckets without the future entries. Would you like to enter future transactions such as a payroll deposit or large expenditure and see the impact on your envelope (called a Bucket in MoneyWell)? This product has you covered by marking the status of the transaction as Open. But maybe you went overboard on your gasoline purchases this month which means you’ll need to conserve more next month. Budget $200 this month for groceries but only spend $175? Great, you’ll have $225 next month. At the end of the month, it shows you where you went wrong but by then it’s too late to fix anything. Most financial software products work on the basis of a monthly budget with targets. To me, it’s the only sensible way to manage household money. I have been using the envelope accounting method since 1990 in a DOS version of a Works database file.
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