I've just purchase Moneywell and joined the group. I was hoping that I'd finally found the app that could use the memo field as additional criteria for memorising transactions. eg: I have multiple Loan-Principal transactions coming in with the account number in the memo field.
Any chance of allocating one transaction to car loan, another to mortgage etc based on the memo field? thanks On Jan 24, 5:24 pm, Kevin Hoctor <[email protected]> wrote: > On Jan 23, 2009, at 9:25 PM, bwbecker wrote: > > > My wife and I both have our payroll checks deposited to a common > > account. Viewed on-line at the bank's website, the records look like: > > > 1/16/09 Payroll Deposit $xxx > > MyEmployersName > > > 1/23/09 Payroll Deposit $yyy > > MyWifesEmployersName > > > When imported, Moneywell changes the memo field of one to match the > > other. That is, when imported, I can no longer distinguish them > > except that one of us earns more. Do I have something set up > > incorrectly or is this a problem with the logic that matches memorized > > transactions? > > Hi Byron, > > You have a memorized transaction that is set to overwrite the memo > field. Check for one with a matching payee name and then uncheck the > "Save" for the memo field. You can keep the memorized transaction and > uncheck all the fields except the payee if you'd like. > > Also, you can find out what the original payee and memo are for any > transaction by selecting it and hovering your cursor over the > Transaction Detail title. A tooltip will appear showing the original > imported information. > > 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 -~----------~----~----~----~------~----~------~--~---
