On Dec 28, 2008, at 8:46 PM, Jake_Covert wrote: > Questions regarding downloaded transactions: > > When I download transcations from Comerica, I sometimes see a number > of transactions marked for merged (ones that it has identified as > potentially matching), but sometimes MoneyWell will download > transactions and immediately put them in the register without giving > me any indication, other than the fact that it hasn't been idenfied / > matched to a bucket. > > I've caught a couple of unauthorized transactions over the years by > the old "approval" methodology examinging what what was being imported > from my bank into Quicken, and I miss this level of consent. I > absolutely don't like my balance to change without me know EXACTLY > why, and when MoneyWell imports transactions from my bank, I've > noticed a few times it changing without me catching it. > > Any thoughts about being able to add a "quarantine" section into the > download area to review exactly what's coming across from the bank > before it gets "committed" to the checking account register? > > Appreciate your thoughts.
Hi Jake, All the transactions that are imported from your bank are flagged so you can review them by clicking the "Last Import" smart bucket. This is a "per account" bucket so you can review each account after an import and not lose the last import group for your checking account just because you imported your savings account. I do it this way because most of the time I'm very happy with what I get from my banks and rarely need to make a change. This type of optional approval gives you to ability to do a review process or to ignore it. Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
