On Jan 3, 2009, at 11:45 AM, ciara belle wrote: > 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)
Hi Ciara, MoneyWell does not try to reconnect imported transactions. There are too many problems with that and the QIF files don't specifically give unique IDs for transfers. Since they are historic, there shouldn't be a need to connect them. The only thing the connection does is to give you the ability to change an amount on one side and have it change on the other, not something usually done with historic transactions. > > - 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) We have no control over that. Please ask you banks for direct connect downloads. > > - 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. Why bother breaking these out? Don't you get a summary report of your payroll? Instead of spending all your time breaking out transactions for tax purposes, just glance at your end of year report. MoneyWell wants you to focus on cash flow instead of tons of detail for reporting purposes. > > - 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 If these were in the QIF file, they should be imported into MoneyWell. Check to make sure that information shows up in your export file. > > - 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. Right, you'll have to handle imported transfers this way. > > - 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). It hides the number to make it obvious that you are at zero. This is like a pat on the back for credit card accounts and loans. > > - 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 MoneyWell doesn't import budgets, scheduled or memorized transactions from Quicken. Sorry. > > - a bunch of categories imported wrong -- ie Salary Spouse: ZZZZZ - > not sure what the zzzz are for or from... If they were in the QIF file, MoneyWell imported them. These might have been in your Quicken file. > > - 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) You should be missing any transactions. Again, MoneyWell only can create what is in the QIF file so make sure that Quicken exported the correct categories please. > > - unable to sort the buckets alphabetically... You can order the buckets with drag and drop to any sequence you desire. A feature will be added in the future to allow you to reset the list to alphabetical. > > - i miss the running balance column - i noticed another thread on this > - so i realize its not a bug. :) > The running balance column is a bug. ;-) If you read the other threads, you'll understand why I say that. > hope this helps - i will post if i find more... > again i am a new user.. so some might be feature limitations... Thanks! 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 -~----------~----~----~----~------~----~------~--~---
