On Feb 1, 2009, at 3:12 PM, Campbell wrote: > I have the same problem. Did you ever get and answer?? > Campbell > MoneyWell doesn't see transfers when downloading from a financial institution and there is no automatic linking of these. You can manually link them in 1.4.3. The final release of that should be out soon. Alternately, you can download one account and change the transaction to a transfer and then download the other account and let the duplicates matching clean it up for you.
> On Jan 5, 7:09 pm, Jason <[email protected]> wrote: >> Hi Kevin, >> >> I was curious if when directly downloading from a financial >> institution, if MoneyWell considers account transfers and creates a >> link automatically for those? For instance, when Idownloadfrom my >> bank it shows a transaction in my Checking register called "Online >> Transfer to SAV XXXXX". Obviously, that same transaction is labeled >> "Online Transfer from CHK XXXXX" in my Savings register. However, if >> I change the "From:" or "To:" drop-down box in the Transaction Detail >> box, a duplicate entry is created. I set up Memorized Transactions >> for these to rename them to "Transfer to Emergency Savings" and >> "Transfer from Budget Checking", but wasn't sure if it would know to >> create a link automatically across the two registers when these type >> transactions are downloaded from the bank. >> >> Does this make sense? >> > 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 -~----------~----~----~----~------~----~------~--~---
