Depends. When do you want to start your Cash Flow? I brought over years of data from Quicken and just left them in Moneywell for historical reasons (so I can go back and look things up if I need to). I started my Cash Flow as of 1/1/2009 and all transactions from that point on I've assigned buckets (where applicable) - everything prior to that I just assigned it an "optional" bucket (right click and select in context menu).
If it helps visualize Moneywell as having two separate layers (as the Understanding Moneywell Tutorial indicates) : 1) Bank Transactions Layer (just a normal ledger) 2) Cash Flow Layer (which takes into account your Spending Plan, Allocations, and Cash Flows) Hopefully this answers your question. If not, Kevin or the other users in this group will set you on the right path. I'm a new user (so forgive me if I do not have all the terms correct), and they really helped me get started using the software. Hope this helps, Mike On Jan 9, 2:10 pm, largecorp <[email protected]> wrote: > Hi, > So, I just set up a new account, with automatic downloading. Upon my > first connect, I got several month's worth of past transactions. What > should I do with these? > > Thanks! > ds --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
