MoneyWell

The latest release of MoneyWell brings several notable changes. This article aims to provide a brief explanation of these updates, along with links to more detailed information on each topic.

Budget Management

Now that MoneyWell has transitioned from the "document" model to a more streamlined approach. Instead of managing individual documents, the MoneyWell app now takes care of all your budgets.

In contrast to earlier versions of MoneyWell (MoneyWell 1, MoneyWell 2, MoneyWell 3), where your Document existed as a separate file that could be freely moved and saved. As of March 2023, MoneyWell operates differently with its new sync system. Now, MoneyWell takes care of managing all your Budgets internally. As a result, there have been some adjustments to processes such as Backing up and Restoring. Additionally, there are new procedures for Enabling and Disabling Sync.

For more information on topics such as Backing Up, Restoring, Deleting, Syncing and Un-Syncing your Budget, please read our article:

• Managing Your Budget

For more information on getting started with MoneyWell, see our articles:

• Getting Started
• Create a New Budget

Budget Sharing

Exciting news with MoneyWell 2023.05! Now you can effortlessly share a Budget across multiple iCloud accounts, it's as simple as sending an email.

For more details, including informative videos on Budget Sharing, check out our article:

• Budget Sharing

Moving from Previous Versions

As MoneyWell has transitioned away from the old "document" model, the storage location for your data has also changed. Please refer to our article for a comprehensive explanation of where your data is now stored and the reasons behind this transition:

• Where is my MoneyWell data being stored

If you're coming from MoneyWell 3 and want to import your old style MoneyWell Document, please read our article:

• Importing Old Style MoneyWell Documents

If you are looking at running MoneyWell 3 alongside this new version of MoneyWell, please read our article:

• Running MoneyWell 3 alongside new MoneyWell

If you use attachments and want to know how this has changed with MoneyWell, please read our article:

• Attachments in MoneyWell

Helpful Articles

For articles relating to sync:

• Setting Up MoneyWell Sync
• Sync Existing Document
• Set up a new MoneyWell Budget for Sync

For articles relating to Budget Management:

• Restoring from Backup
• Backing Up MoneyWell
• Making a one off backup
• Deleting a Budget
• New Year, New Budget

For more information on the new MoneyWell Subscription:

• MoneyWell Subscription