> A comment on history. My approach to history was to only load the > history required to reconcile my next set of statements. If I needed > to look at history I would go back to Quicken and get the > information. Since MoneyWell is a management approach I wanted to > focus on the future and the new way of looking at spending. I did not > want my prior history to take away from changing my approach. I > therefore entered all outstanding transactions and recorded allocated > them to mu new buckets. I then made the date that Kevin mentioned the > first of the month where my spending plan started. This might be > January 1 for you. I have not looked at history other than what id > tracked in MoneyWell. You may want a more detailed look at history > and therefore require the load. Starting fresh eliminated a lot of > those issues with negative numbers, where to put expenses (especially > since they two applications did not match categories/buckets) and > allowed me to use MoneyWell as designed.
I am actually attempting the approach you are suggesting and going for history in Q, current and future in MoneyWell. The problem at this point is the direct downloads. I utilize this to assist with reconciliation and the like. Problem is that it seems to grab the entire year, not just "transactions newer than XXX". This is making the initial setup a tad more confusing than if I did a straight manual reconcile. Any suggestions? For the record I have read/watched the tutorials and find the program almost too simple for idiots like me who seem to go out of our way to make things harder than they need to be. My buckets are set up and everything looks great. I really wish MoneyWell was an option 15 years ago. *Sigh* Jaysen --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
