Hi Trish, I gave up on Moneywell, shortly after I purchased it. I had a very
hard time with it. I found it easier to concentrate on the Debt Quencher. If I
can help you with anything from that software, I would be happy to. Linda>
From: [email protected]> To: [email protected]> Subject: [No
Thirst Software] Re: Memorized transaction matching logic> Date: Tue, 3 Feb
2009 21:18:41 -0500> > > > On Jan 23, 2009, at 11:24 PM, Kevin Hoctor wrote:>
>> 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.> > Speaking of memorized transaction logic -
my bank reports checks as > "SH Draft" in both the payee and the memo fields,
and only the check > number field and the amount differ for each one.
Moneywell insists on > labeling them all as whatever I put in the payee field
the last time I > changed one of the SH Draft entries, unless I go delete all
the > memorized check transactions before I import the OFX file. Is that >
the expected behavior and is there any way I can tell it to just plain > stop
auto-memorizing checks?> > thanks!> Trish Cross> > >
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