- Ok - i found the zzzz in the import file -- very weird that quicken did that - only on the categories w/ sub categories... i suppose i could take them out manually...
- regarding w2 - sorry i just don't trust paystubs... :D -- maybe after i have been here a few years i will -- regarding filing early - i meant 'the day' its allowed... i believe that's april 15 here... its at the end of feb in canada if i remember correctly - basically i will always want to track that info myself. -- again this is an issue for me with other stuff to-- ie splitting my net walmart bill -- i have no choice over it showing me 10 lines all the splits.. i would like to 'hide' the splits... completely - not just their amounts... so that there are less lines of transaction data on the screen. - regarding bucket - i was definately going to reduce them - but i wanted to merge - not delete -- so that linked transactions in one bucket can be associated with the new bucket... unforutnately quicken exports Empty categories also - which is dumb... thanks ciara On Jan 5, 10:55 am, Kevin Hoctor <[email protected]> wrote: > On Jan 5, 2009, at 9:02 AM, ciara belle wrote: > > > > > 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 :( > > Hi Ciara, > > Sorry, I've never heard of doing that before so the idea of changing > transfers struck me as odd. But doing this still seems wrong if you're > now going to use the real envelope budgeting in MoneyWell. Maybe > you'll agree that it's not necessary after using it for a while. > > > > > 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 > > Even if we have a total, we can't file without government > documentation. Also, most employers put a set of running totals on > your payroll stub so even if you don't get your W-2 right away, you > still have this information on your paycheck. > > > 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). > > Sorry, you misunderstood me. I meant that running totals are not > accurate. Banks don't care about how much money you have in the bank > from transaction to transaction but instead have an specified hour of > the day that cuts off your business day and gives you a daily balance. > If this is 3 PM and you deposit a check for $5,000 at 3:30 PM, it > doesn't matter that it covers your $200 deficit, you'll be considered > over your balance. > > That's why MoneyWell does daily balances at the bottom of the window. > It saves horizontal space in the table, is more accurate because the > sequence of transactions is not absolute with most banks so it's hard > to match up with statement, and it allows you to do ad hoc sums for > multiple transactions (select several of them and it turns into a > total of those transactions). > > > 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....) > > These may work with MoneyWell if they work with Quicken. I'll check > into them and add them to our database. > > > 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.. > > If this is a large export, it could be tough to look through the QIF > file but you can open it with TextEdit and search for the zzzz type > information easily. > > > > > 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 > > Alphabetical sorting was the only option prior to 1.4 and, as I said, > I'll add back an option in the future to do an alpha sort but still > allow you to manually move them around. But you may still need to > rethink your bucket structure if you're going to do envelope > budgeting. Having 200 buckets is massive and makes it very tricky to > plan and track cash flow. > > 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 -~----------~----~----~----~------~----~------~--~---
