On Jan 31, 2009, at 11:48 AM, txcrew wrote: > I'm a long-time user of the web based Clear Checkbook, but have > recently jumped ship after their version 3 "upgrade" went live, I've > been looking for an alternative.
Welcome to MoneyWell! > After a couple months of research and trial of competing software, I > am gearing up to make my purchase of MoneyWell. I've used my 200 > transaction limit demo and found it to be quite fitting for my needs. > I cannot fathom a better way of budgeting than the tried and tested > envelope method! > > My questions for the community are these: > > I'm coming aboard with four separate .qif files (one for each > account). > What kind of hurdles can I expect getting all my historical data in > order? Typically, it's pretty easy to import QIF information into MoneyWell. Of course this depends on how good the data is in the QIF files but MoneyWell was designed to read it in very completely. I also worked hard on making sure MoneyWell would allow quick data reorganization and cleaning. You can quickly rename buckets and it's easy to merge them (hold down the Option key and drag one bucket on top of another). You can also quickly rename payees and assign buckets and MoneyWell will ask if you want to file similar transactions the same way. Let me know if you have any questions about this process. > > How will MoneyWell deal with items marked as a transfer between > accounts? > During the demo period, I tested this and I had set the original > transfer transaction in Account A as a MoneyWell Transfer transaction > (to Account B) then in the Account B MoneyWell created a new > transaction for the transfer. Then I had to delete the original > transaction in Account B because MoneyWell did not connect the two. > Is this the expected behavior? > If you are creating a transfer from scratch, I like to drag and drop one account to another to simplify the task. If you have existing transactions that need to be linked, select both accounts, then select both transactions and use the Transactions > Create Transfer from Selection command to link them. > Just want to make sure I am doing the correct method before I spent a > day fixing up my old data. > I wouldn't work to hard to connect every old transfer since having them linked is more useful when you are initially creating them, but the option is there in MoneyWell. > Please let me know when you get a chance and I look forward to a > bright future with MoneyWell! Check out our video tutorials and ask questions of me and our user forum. We'll try to help you get up to speed quickly. Thanks. Peace, Kevin Hoctor No Thirst Software LLC [email protected] http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
