Hi Thomas, You can change the memo of each split child, just not the payee. I'm looking at allowing that in a future release. You'll have an overall payee still for the transaction.
The special reconcile entry for interest probably won't make it in MoneyWell because people tend to reconcile more than once a month because of electronic banking. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Jan 18, 2009, at 9:50 PM, thomasjhancock <[email protected]> wrote: > > I can't seem to find any posts on this, so here's my questions! > > 1) I make deposits that have several checks in the single deposit. > > Ex. $500 Tax Rebate, $50 Gift, and $25 rebate check. > > However, when I make this entry into Moneywell, the total transaction > would be $575. When I click on the "Split Transaction" button, it > indeed gives me the ability to split the deposit into the $500, $50, > and $25 segments. However, I am unable to change the memo or payee > for each one. Therefore, they are all will list as the memo/payee of > the first split. > > Ex. > Payee: US Dept. of Revenue > Amount: $500 > Memo: Tax Refund > > Payee: US Dept. of Revenue > Amount: $50 > Memo: Tax Refund > > Payee: US Dept. of Revenue > Amount: $50 > Memo: Tax Refund > > Is it possible to split a deposit into different segments with unique > payee/memo info? I would simply just break out the deposit into 3 > transactions. However, it is hard to reconcile it to the bill every > month. I really hate to have to make an individual deposit for each > check I receive. If this is the case, do you know if there is an > improved transaction splitting for moneywell in the works? > > 2) Along the lines of transaction splitting, I run into problems > splitting an expenditure. I would like to add in the memo line of a > debit to my account its corresponding order number. However, I cannot > do this and break out the transaction into individual items. > > Ex. I purchase a computer monitor, computer laptop, and a dvd from > BestBuy for $800, order WB1234. > > Computer monitor: $100 > Computer laptop: $675 > DVD: $25 > > I would like to tag the overall transaction as Payee: Best Buy, Memo: > WB1234. However, when I do, I cannot split the transaction into > items. The only way to do this is to do the following: > > Payee: Best Buy > -Split- > Amount: Bucket: Memo: > $100 Electronics WB1234 Computer monitor > $675 Electronics WB1234 Laptop > $25 Entertainment WB1234 DVD > > Do you know if a way to have an overall transaction headings/memos > that are able to extend to child "split" items? When I used Microsoft > Money a few years back, it had this ability and was extremely useful. > > > 3) Lastly, I notice when I am reconciling a savings account, it > doesn't give an option to add the interest earned in that period > directly through an easy way in the reconciliation screen. I do > realize that one can add a transaction at this screen. However, one > should be autopopulated by the statement date, interest bucket, and > memo: "<MONTH> Interest Earned". I have seen this in Quicken software > in the past. Do you know if this feature will be added shortly? > > > Thanks so much!!!!! > Thomas > > --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
