MoneyWell Express 4+

I’ve been a paying MoneyWell user for many, many years and generally love the product. I also appreciate that it’s probably a very scrappy team working on it day to day. I would love to leave a 5-star review, but unfortunately the syncing experience is pretty poor, and I hope there’s a way to fix it. Even leaving both the mobile and desktop apps open to sync simultaneously rarely works well, and more often than not just times out in an error state. The data being reconciled during syncing can’t possibly be that large, so I’d love to understand if I’m doing something wrong or if there’s a fix on the horizon. Thank you!

Sorry to hear that sync isn't working smoothly for you. 

We have lots of people who are successfully using sync, so it sounds like there's some issue affecting your set up. 

Please send us an e-mail help@moneywell.app so we can troubleshoot the problems you're encountering.

After moneywell was purchased I had very high hopes that many of the gaps and issues would be resolved after a few years of little development from the previous owner.

Unfortunately, this hasn’t been the case.

Sync: so many sync issues with the iOS app from the Mac app. Repeated contact with support had them ‘fix’ the issues…temporarily. I suspect there is a fundamental issue with how syncing is handled.

Scheduled Transactions: repeated issues with existing scheduled transactions not being able to be scheduled with a strange sync error. Support ‘resolved’ each time this happened. Now I have the problem again. Sigh.

Unselecting synced or local file yields some very odd behavior. It is almost as if these moneywell files are separate, but you can’t really tell from the UI. Oddly settings will revert to using a synced file on restart and balances will be all over the place (read: incorrect). Again, I suspect the sync function is fundamentally broken.

Lack of sync with major financial institutions. This was a regression from years past. I suspect syncing using direct connect was deprecated, but no new option is available now for years. I can’t download transactions from major institutions like Chase? What year is this?

Migrated to a recurring fee: while this is the trend for many companies this is hard to swallow for an underperforming app.

Bottom line: I can’t recommend this app. It just lacks basic functionality and is miles behind competitors.

Thanks for your detailed review. We appreciate the feedback. When you say repeated issues with "sync" it's not clear exactly what you're referring to. Sync is done via iCloud, so we have no access to your data or any ability to "fix" that—we can guide you through steps to resolves issues. We always attempt to resolve any issues. 

I can't find any reports with information about settings reverting as you describe in our support system so I'm not sure if this is an issue you reported previously.

We've talked about the issues with direct connections with financial institutions on our blog in the past. It's an area we're working on but obviously not as quick as we'd like

Thanks again for your review.

M

I’m so happy to have this app back! Thanks for all your hard work to relaunch it. Long term, I’d really like to see the ability to sort transactions in chronological order and to see a running balance. Other than those feature requests, I’m really happy with how it’s working on iOS. (Still crossing my fingers that you’ll be able to launch a fully-featured iPadOS version, equivalent to the macOS version, too.)Thanks again!

Thanks so much for taking the time to leave a review. We have lots of features on our roadmap which we're working our way through. Currently transaction on MoneyWell Express are always shown in reverse-chronological order (newest at the top) but we'll definitely look at adding sorting and running balance too. A fully-featured iPad app is definitely a high priority of ours as well.