Thanks. I look forward to the solution.
On Jan 30, 1:18 am, Kevin Hoctor <[email protected]> wrote:
> Hello,
>
> I'll look at the ramifications of allowing imports to check the memo
> field for a memorized alias. It doesn't do it now but the change is
> trivial as long as it won't break other tests.
>
> Peace,
>
> Kevin Hoctor
> No Thirst Software LLChttp://nothirst.com
>
> Sent from my iPhone
>
> On Jan 28, 2009, at 10:38 PM, rvnd <[email protected]> wrote:
>
>
>
> > 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
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