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? > Hi Daren,
Glad you like the interface, I'm quite fond of it myself. ;) You can arrange the buckets in MoneyWell in a priority list, just drag them up and down dropping them in between other buckets. There is no grouping or color changes though. > 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. > MoneyWell just stores them in the document file. It may use Keychain in the future but not right now. > 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? > I'm not familiar with GE Money Bank as a direct connect institution. Is this possibly just the back processor for a credit card? How did you access it (what name did you pick from the list) with Quicken? > 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 ... ? > As Blair stated, MoneyWell should have created a starting balance transaction for you. Make sure you have that account selected and the All Transactions bucket. If it's not there, simply create a new transaction, call it Starting Balance and put in an amount. You can then right-click on that transaction and set the "Make Bucket Optional" option to keep it from reporting in the Unassigned smart bucket. > Thanks for creating such a cool program; as I gain experience, I look > forward to further satisfaction and becoming an owner shortly! Thanks! For a little bit longer today, the price is still at the introductory discount but that will go away soon if you want to take advantage of 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 -~----------~----~----~----~------~----~------~--~---
