On Jan 31, 2009, at 9:31 PM, Kevin M wrote: > I have each of my checking, savings and primary credit cards as > separate accounts for which I download transactions. However, there > are 3 or 4 store credit cards that my wife uses periodically in order > to get additional discount promotions etc. However, I really don't > want to have those extra accounts taking up space particularly since I > have no online access to them and therefore no way to download / > import transactions. So I have a catch-all account called "other > credit cards". We enter the transactions as they occur but sometimes > we miss one and so when we get the statement we "reconcile" it to MW > manually. And oftentimes since the transactions are split, the only > way I can really reconcile them is to turn the "Show Split Totals" > view on. I then match the transactions to my statement and mark them > as cleared. I sum the cleared transactions to make sure the numbers > match my statement and if they do, I mark all the transactions as > reconciled and I'm done. By the way, this method exposed the bug I > wrote about in my other recent post about how the transactions are > summed incorrectly. > Kevin,
Personally, I would just go ahead and create those accounts. If they are being used enough to require reconciling, then add those accounts. Having that catch-all account would certainly mess with my head since I need to have order or I don't manage information well. > Going through this process led me to thinking that it would be better > - at least for my way of thinking - to have the transactions shown > differently. > > I appreciate your feedback and although we may see things differently, > I know that I'm being heard. Thanks. I will look at alternate views but I'm also trying to keep the original MoneyWell design from getting diluted. It's a tricky balance sometimes. Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://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 -~----------~----~----~----~------~----~------~--~---
