Ok - so tested quicken import -- - dates are fine... - I was able to change currency on my Canadian accounts with no issue... - However -- all my 'transfer' links were lost... meaning that when i transferred from one account to another (both were in quicken) - it linked the transactions... i checked several and it has nothing in the transfer to... where the account would normally be listed (in the statement) its in the memo - rather than 'bucket' (i think that's where it should be) - unable to test import transactions from bank - as this requires licensed version - which i do not yet have (as i am still testing to see which software i want to use) - no direct connect to Canadian banks (these support direct quicken connect - BMO MasterCard, Canada TD Canada Trust) - dozens of extra statement lines for split transactions (ie payroll deposit - which i split out all the deductions for easier tax time - shows ALL items in that deposit as a separate line...) very cluttered...(since a single payroll deposit has 10 or more splits) tried view - hide split amounts - but this just hides the $$ not the full line. - info from account info is blanked out after import -- ie my MasterCard account # was in account # field in quicken - field is now blank -- same for all the other fields.. (i had contact name in memo, phone# etc etc - re transfers -- i tested the ones that are also transferring to 'cash' budget accounts (this was how i did it in quicken) -- so for example the pet care budget - shows all the transfers - but not where they came from (savings account)... (seems a small thing - but say i decide i don't need a few of the budget deposits -- if i delete them they wont delete from the cash account since their not linked any more. - no balance shows for 'zero' balance accounts (ie i paid off the credit card - but it has no balance showing) if its zero i would like to see that (not sure if this is a feature request or if its supposed to show). - only 10% of my scheduled transactions imported... (only for 2 accounts out of 20). (no memorized either - but i figured that would happen) - budgets did not import - a bunch of categories imported wrong -- ie Salary Spouse: ZZZZZ - not sure what the zzzz are for or from... - those same categories are missing their matching transaction links. i don't mind shrinking the number of buckets - but i dont want to loose the transactions links... (so i can merge them to the new buckets) - unable to sort the buckets alphabetically... - i miss the running balance column - i noticed another thread on this - so i realize its not a bug. :)
hope this helps - i will post if i find more... again i am a new user.. so some might be feature limitations... ciara On Jan 3, 1:05 am, Kevin Hoctor <[email protected]> wrote: > MoneyWell Users, > > A new build of MoneyWell 1.4.2 RC has been posted for testing. If you > have build 212, please update to 213 and retest. If you have > experienced problems with version 1.4.1 and have no tried this release > candidate, please download it and see if those problems have been > resolved. > > Version 1.4.2 (213) > - Dramatically increased speed of import processing > - Added ability to read Quicken exported dates using quoted years > - Added ability to keep bucket assignments on transaction copy/paste > - Changed bucket totals to show transaction amounts when filtered to > a month or if cash flow start date is in the future > - Changed Duplicates View to only appear after import if duplicates > exist > - Reduced the color saturation on red and green bucket amount badges > - Fixed Edit > Add Default Buckets to not trigger default accounts > panel > - Fixed OFX direct type setting for credit card and liability accounts > - Fixed the limited width on the check number column > - Fixed problem with new bucket losing name when dragged to new > position > - Fixed selection of pasted transactions > - Fixed refresh of main window after Duplicates view is closed > - Fixed import to first select All Transactions bucket > - Fixed a problem with direct downloads of money market accounts > > You can download it here: > > http://nothirst.com/moneywell/dlmwbeta.html > > Please make sure and report any problems or fixes that you find > directly to me [email protected] and not to the user forum. Thanks > for your help! > > Peace, > > Kevin Hoctor > [email protected] > No Thirst Software LLChttp://nothirst.comhttp://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 -~----------~----~----~----~------~----~------~--~---
