Daren, > Last (for now), I couldn't figure out how to set an initial balance > for my Cash Account. Do I just enter a transaction labeled "Initial > Balance" without a transfer, or ... ?
To enter your initial balance for your cash account, just change the starting balance for the account. The starting balance may not always be visible. To ensure that it is visible, select your cash account, and select "all transactions" smart bucket. This will allow you to see the Starting Balance in the transaction panel. Changing this amount will change your initial balance. Think of the Accounts and Buckets section as filters, selecting them filters away other transactions. You can also select multiple accounts to see the transactions in two different accounts. Blair On Jan 2, 2009, at 9:42 AM, Daren Johnson wrote: > > I'm a Quicken 2K5 user looking to move on, and after some evaluation > of Moneywell in December, I'm doing a serious trial starting > yesterday. Watched all the tutorials, worked on setting up my accounts > last night, etc. > > First, I love the interface. It's a major step forward from what I'm > used to - kudos. I'm interested in the bucket-priority scheme, but > didn't have time to play with it last night - when you rate a bucket > as a higher priority, does the bucket's color change too? :-) If you > wanted to do so, can MW auto-arrange your buckets into priority > groups, within which you can drag them around at will? > > Since all my old transaction-download passwords are locked in > Quicken's password vault, I'm contacting my banks today to have them > send me new ones. Does Moneywell use the Keychain to store online bank > passwords, or are they stored internally to the program? If they're > not in the Keychain, I might have to store them there as an additional > record, just to make sure I can get to them in the future. > > Speaking of banks, I couldn't find one of mine (e.g. GE Money Bank) in > the list of available institutions. Where does this list come from? > How does one set up an account for which the institution is missing? > > Last (for now), I couldn't figure out how to set an initial balance > for my Cash Account. Do I just enter a transaction labeled "Initial > Balance" without a transfer, or ... ? > > Thanks for creating such a cool program; as I gain experience, I look > forward to further satisfaction and becoming an owner shortly! > > - Daren > > > --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
