Thanks for the quick reply! That did answer my question (but brought  
up another which I'll post in a new thread).

ds

On Jan 9, 2009, at 2:25 PM, mikemc wrote:

>
> 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
> >


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