On Jan 2, 10:38 am, Kevin Hoctor <[email protected]> wrote:
> 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.
Then I'll suggest that as a future interface option. Some of us like
our color-coding and labeling. ;-)
> > 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.
Having them in the Keychain would provide both security and
retrievability; I look forward to that day.
> > 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?
Ahh, I think I see now. The way things are presented, I interpreted
that the list of institutions is "before" the radio buttons of
[download-add manually-add to online], which made me think that the
list of institutions is The List which you can use, not just the list
of direct-connect institutions. So The List has nothing to do with
whether you can track an account within MW, just whether you can
download transactions. My confusion is solved, yes?
[snip]
> > 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.
Thanks for the option, but (strangely to some) I look forward to using
my trial period and then paying you the full $50 at its conclusion. It
seems like it will be well worth it. :-)
- Daren
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