What have you done?!?
Scott Priddy
via web
I upgraded to version 2.0 today and I am so disappointed by this update the UI has been spruced up and generally looks better but there are some features of the old version that have been removed that is now making my life using this app a lot harder. I have tried to see if there is a new way for working but I am stuck with these issues:
- Why are scheduled transactions now shown in a separate view to the main register now? I can't see my cash flow throughout the month anymore. I used to be able to see cleared, open, pending AND pending recurring transactions all together, how can I get that back?
- You used to be able to amend the amount of scheduled transactions and update that single transaction only or for all future transactions - where has that now gone? Again I used this feature with my salary (and Direct Debits) as it varies from month to month (overtime and expense can vary) but I can work it out up to two months in advance. Again this helps me with cashflow and I can plan ahead. You can't seem to do this anymore.
- Please please please bring back local LAN syncing, I find Dropbox syncing a liability, some entries fail to sync between Mac and iOS device, the transaction may appear in the register but with a 0.00 value. I have had to delete the iOS app several times and resync my data. I simply don't trust the sync mechanism.
- Register date views - I can't now select the past and future date ranges like I could before. For example, I would view 1 month past transactions and up to 6 months ahead, where is that now? This may be interlinked with pending recurring transactions not visible in the register as mentioned above. Simply put, I want to be able to see all my cleared, open, pending, recurring transactions in one seamless view so I can see what is going on and when.
Thanks,
Scott.
Support Staff 2 Posted by Tamara on 09 Feb, 2012 04:49 PM
Hi Scott,
Scheduled transactions have been changed in MoneyWell 2. They now generate when the timing comes to pass, rather than up to 2 years in advance. There were problems with the old way they were generated. We're putting more focus on using buckets and the spending plan for forecasting. Kevin talks about that in this FAQ. We do need to create a bill manager so that upcoming bills can be added to the account to ensure the balance in a given account is sufficient when you are using multiple accounts.
Pending transactions that are input individually, rather than scheduled, will show in the transaction list.
We have made changes in the Dropbox sync with 2.0 that should address the problems that some customers found. I'd ask you to try it again, it should be better behaved. We can't bring back LAN syncing, there isn't a way to do it that is suitable for the way the MoneyWell data is structured. The old way had its own problems and they were more fundamental than our Dropbox issues.
Thanks,
Tamara
3 Posted by ferret_bard on 09 Feb, 2012 04:57 PM
I've used MoneyWell ever since I switched to OS X Lion. I could no longer use Quicken 7, and the latest Quicken for Mac by all accounts was a betrayal. It took some getting used to, since the logic was slightly different. However, I really learn to like it.
That being said, I agree with Scott. I liked the old set up better. I especially liked that the buckets and accounts were in the same view, with info on the other side. I also liked the old view's "professional" look. The general feel of how it looks now, well, I liked it the way it was.
Is there a way, in future versions, but you could include a "I liked the way it was" setting in preferences? Just in case some of us are still having trouble getting comfortable with the new setup.
4 Posted by Scott Priddy on 09 Feb, 2012 05:22 PM
@Tamara,
Unfortunately, I am finding 2.0 so buggy at the moment that it doesn't work for me. Would love to set up and test Dropbox syncing but the preference pane is blank so I can't set anything up. I've seen the workaround but I just want to revert back to 1.7 now.
All I want is a simple register with past, current and future transactions all in one single view so I can see my cash flow that way - 1.7 did this. Recurring transactions behaved fine for me. I knew what my bank balance was going to be in two months time before my bank did! That's what I miss in 2.0 not without clicking between views. In 1.7 I could switch pending recurring transactions to open to play with different cash flow scenarios to see what my bank balance would do. Can't do that in 2.0 that I can see.
I tried to revert to 1.7 but I can't re-download it from the MAS. I've got the Version 1 backup of the database but I need the app back.
I may come back to version 2 when the bugs have been ironed out. Is there any way you can provide with a link to download 1.7 again. Can you provide me with a license for the direct download version. I've paid up once via Apple?
Support Staff 5 Posted by Tamara on 10 Feb, 2012 04:12 PM
Thanks for the feedback. We'll be refining the interface in future updates, so I'll send your comments to the developers.
6 Posted by Michele on 10 Feb, 2012 08:00 PM
rwyatt,
There actually is a way to have a single transaction with part of it assigned to a bucket and part as a transfer. Here is how I do it, using your example:
Create the transaction of the $50 withdrawal from your checking account. Make it a split, one with $10 assigned to the food/grocery bucket, the other with $40 that you TEMPORARILY assign to a bucket (for convenience sake, I just assign it to the same bucket as the other part of the split). Now, go to the bucket that the $40 was assigned to, find that split and edit it. Clear out the bucket line and click the transfer button, setting it as a transfer to whichever account you want it to go into (cash?)
This worked in MW 1.7 too. Only there you didn't have to assign it to a temporary bucket, you could leave the bucket blank and in the account register, click the little twist arrow next to your split account, click the split you wanted to make into a transfer, and set the transfer setting.
7 Posted by Ren on 14 Feb, 2012 03:43 AM
I just wanted to mention that with the Events of 2.0, I no longer feel the need to have grouped buckets. Rather, I just create separate events for the things that I previously felt should be sub-buckets. For example, I now have a Utilities bucket with separate monthly events for each different utility type.
Additionally, I used to have separate buckets just for categories that I considered as having two priority levels in my budget. Now, I simply have two separate events to the merged bucket. Unfortunately, no longer having priorities for Events has rendered my system ineffective in this case.
8 Posted by Scotto on 14 Feb, 2012 04:35 PM
I just want to say that I prefer NOT to have all the bucket clutter in the accounts view. Thanks for putting all that on a separate screen. Please don't change back or at least provide a preference setting to keep all buckets out of sight when they're not needed or wanted.
9 Posted by Niall on 30 Apr, 2012 08:21 AM
Although I like the new format, I would echo the concern of others about the inability to see all predicted future transactions. I run multiple accounts that are based on regular and not occasional events and I need to be able to see at least three months in advance so that I can move money between those accounts and my household accounts when necessary.
10 Posted by brolance on 07 May, 2012 06:31 AM
"or at least provide a preference setting to keep all buckets out of sight when they're not needed or wanted."
yes please. i want to see buckets and accounts together. this change in 2.0 is the pits.
Support Staff 11 Posted by Kevin Hoctor on 07 May, 2012 08:21 AM
Check out the MoneyWell 2.1 beta to see some of the changes we have made so far.