hmm - well regarding missing transfer links -- i understand that if
qif didnt export it you cant import it... shame though - if it was
'just' historical i could see that.. but for me its live organic
data... what i have always done is create cash accounts for budgets
(i didnt like the way budgeting was handled in quicken...) - sort of
like the envelope method (before they called it that... :! since i
have been doing it this way since i was 15...) So i have an account
called pet budget, electrical catch up (the amount due at the end of
your annual electrical bill reconciliation), but i have an automatic
transfer from real accounts to the 'ghost' cash accounts.... every few
months i take a look at the full amount in that cash account -- lets
say my running background balance on electrical bill is only 700...
but my auto transfer of 200 a month is now at 1200... so i just delete
a few of the older transfers to reduce my envelope to 700... with the
link gone i cant do that :(
next point; Payroll (example -- but it does the same on splits for
grocery store amounts - which is a net amount)
You stated:
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.
I have to assume your American.... I am Canadian and I just moved to
the USA... people get their W2's here - quickly and on time it
seems... in Canada its different.... Every company i have worked for
has taken till the last day to give it to me... and then sometime
still late -- and if you complain to the authority in charge of that
it takes 6 months to investigate it..(so not worth complaining)...
many times the historical y-t-d has been wrong... So i would rather
keep track of it my self.... and in quicken (canada) it did most of
the calculation automatically... I wanted to get my taxes in the
first Day they were accepting them - so i did all my taxes very
early.. i knew how much i would owe (never did but i could have some
time to put money aside if i did) and how much refund i could count
on... and cause i sent it in early - got my refund earlier than most
of my colleagues.. I got the interest on my money - not the
government :D
Glad the running balances is coming back... i really use that (again
cuase of the envelope method my real balance is regularly different
from the software... but running shows me my real balance too).
re bank downloads -- not sure why i would contact the bank - quicken
can download from TD canada Trust.... and TD Canada Trust Visa, and
BMO Mastercard with no issues... it logs in - downloads - and logs
out... (well it did before i switched to USA....)
I will see if there is a way to check for that info in the qif (memo
etc on account). Same with categories.. i will see if i can open the
file..
Regarding sorting buckets -- that's great if you have say 10 buckets
-- but after import i have around 200... so way to many to drag and
drop.... glad your add alphabetical.... may i suggest you separately
alphabetize the income buckets from the others? (they are already at
the top which is great.. :))... its kind of hard to ensure they're all
there right now... i had a nested hierarchical scheme but seem to be
missing some (i will check the qif).
it was like so;
auto:
Maintenance (one for each car)
Fuel (one for each car)
License (one for each car)
Insurance (one for each car)
Loan / Lease (one for each car)
etc
Again - i split out the car fuel per car - because in Canada you can
deduct various car costs depending on your business / employment type
thanks for listening;
Ciara
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