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FAQ for Moneywell 2.0?

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John

04 Feb, 2012 02:53 AM via web

I was wondering if you could provide a FAQ for Moneywell 2.0 which could answer some of the following questions?
1. What will the migration from Moneywell 1.7 to Moneywell 2.0 need to be?
2. Will this require a new purchase of the iPhone app? Will a new app work with MW 1.7?
3. Will this continue to use Dropbox sync?
4. Will MW 1.7 continue to be supported?
5. What are the difference or enhancements in MW 2.0 vs MW 1.7?

Thanks,
John

  1. Support Staff 2 Posted by Tamara on 06 Feb, 2012 08:52 PM

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    Hi John,

    1. After updating MoneyWell to version 2, when you open your document, MoneyWell will convert it to work with 2.0. A backup copy is made before converting in case there are any problems. After the document is converted, you'll need to reset the sync and install a new version of the iPhone app.
    2. There will be a new version of the iPhone app as a separate instance in the store. This is so customers who aren't ready to upgrade to 2.0 won't have their iPhone updated accidentally. The new instance of the iPhone app will be free initially to allow existing customers to upgrade. The previous version would be needed to sync with 1.7.
    3. Yes, Dropbox is still used for sync. If you've had trouble with syncing in the past, we have a number of fixes for syncing issues that are included in 2.0. Those fixes will also be released as an update to 1.7 for users who can't or don't want to upgrade.
    4. We will still provide assistance and tech support for 1.7, and we will release the sync fixes. We don't have plans for any other bug fixes in 1.7.

    MoneyWell 2 has a variety of advancements:
    1. It's built for Lion, so it has full-screen support, auto restore, and auto save.
    2. The interface has been redesigned. The bucket view and account view are now separate to use space more efficiently and to make filtering less confusing.
    3. The spending plan is now based on events. This makes it easier to build the spending plan and when you come back to edit it in the future, it will be easier to see what makes up the budget amount and to adjust based on how your expenses have changed. There are also more options for how you schedule events, rather than just based on a month-long cycle.
    4. Reports are now easy to see on screen, and they'll update immediately as you change filter options. You can still print them, of course.
    5. Quick Filters and Smart Filters: You can easily filter the current view using options at the top of the screen. You can also save filters as Smart Filters and edit them as needed.
    6. You can assign tags in transactions. These can be used in the Smart Filters.
    7. Investments are now supported.
    8. There are more repeating options, such as a particular day of the week or certain dates each month. There is also a date picker for the transaction date.

    Let me know if I can answer anything else.

    Thanks,
    Tamara

  2. 3 Posted by carecooks on 07 Feb, 2012 12:24 AM

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    This comment was split into a new discussion: MoneyWell 2

    I have a question about Moneywell 2. Currently when I search transactions, it only finds transactions in Accounts but not in Bucket Flow. Will that be changed in the upcoming version? It would be really helpful for when there is a problem.

  3. 4 Posted by Bill on 07 Feb, 2012 01:12 AM

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    I bought MW 1.7.1 on Jan 21, 2012.
    Do I get MW 2.0 for free?

  4. Support Staff 5 Posted by Tamara on 07 Feb, 2012 01:48 AM

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    Yes, Bill, you'll get 2.0 for free.

  5. 6 Posted by William E Carrion on 07 Feb, 2012 02:09 PM

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    I updated and it says I have version 1.7.1. Is this 2.0? Please send me instructions to download 2.0

  6. 7 Posted by Nope on 07 Feb, 2012 02:33 PM

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    William per the website MW 2.0 isn't released yet it gets released on the 9th

  7. 8 Posted by Bill Carrion on 09 Feb, 2012 10:17 PM

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    today is the 9th and I hit the update button but nothing happen. Why? please send me step by step instruction on how to download the new 2.0 version.
    Remember that I bought the old version on Jan 21, 2012. So i should not pay for 2.0
    Bill

  8. Support Staff 9 Posted by Kevin Hoctor on 09 Feb, 2012 10:42 PM

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    Bill: If you bought it from us directly, just download the update. If you got it from the App Store, check there for the update.

  9. Support Staff 10 Posted by Tamara on 09 Feb, 2012 10:50 PM

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    Because it's a paid upgrade, we can't use the auto updater. There's no way to make sure that only the people who want the update would get it. Those who don't might download it accidentally.

    You can grab MoneyWell 2.0 from the [download page](http://nothirst.com/moneywell/download.html) and move it to your Applications folder. When you run it, check under **MoneyWell > Get License...** menu and it should update your license automatically.

    Tamara

  10. 11 Posted by Bill Carrion on 09 Feb, 2012 11:41 PM

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    First, I'm using a Mac.
    Second when I go to the download page/link (below) all i get is the "Welcome To MoneyWell" screen.
    It has "Open Sample Document" (so its not that one)
    "Start a New Document" (is it this one?)
    "Watch MoneyWell Tutorials"(not this one either

    There is no application icon to move to my application folder.

    Please help

  11. 12 Posted by Ian on 10 Feb, 2012 11:58 AM

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  12. Support Staff 13 Posted by Tamara on 13 Feb, 2012 06:48 PM

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    Bill,

    To move to your Applications folder, you should quit MoneyWell and in the Finder move it from where it was downloaded (most likely the Downloads folder) to the Applications folder. Then launch again.

    What you are seeing is the Welcome Panel that opens after launching MoneyWell. You can use it to create a new document, or click the Open Other button in the lower left to open your existing MoneyWell document.

    Thanks,
    Tamara

  13. Tamara closed this discussion on 17 May, 2012 09:00 PM.

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