On Feb 8, 2009, at 9:06 AM, Zoolook wrote: > I think this is going to be a little problematic for me. 2 thing not > unrelated. > > I like to enter as many of my transactions as possible manually, > firstly because I like to see what I spent ASAP, rather than when the > bank finally clears the amount, but mainly because what is downloaded > from the bank is usually messy. One of iBank's only decent features > was that it allowed you to change the text downloaded on the fly, as > per established rules. So "WHOLEFOODS11223344NYC" could be aliased as > "Wholefoods" (a lot nicer to be sure). > Hi Mark,
MoneyWell does a great job of cleaning up downloaded transactions to have clean names. In fact, the first time you change "WHOLEFOODS11223344NYC" to "Whole Foods" and assign a bucket, you'll see that MoneyWell made ad memorized transaction and created aliases. You can alter that long alias to "wholefoods" so it will match more transactions in the future. MoneyWell will even prompt you to update similar transactions if it finds them. The whole process has been refined quite a bit since I do a lot of importing and I hate messy looking payee names. > So, what is happening is my nicely typed in transactions are being > duplicated when I download. In fact, Amex keeps sending me the same 20 > transactions over and over again, and I keep deleting them because > they look awful hoping they won't be resent, and they are. > If you merge these transactions with existing manual entry ones, then you should never have to deal with deleting newly downloaded duplicates. > Although I manually enter in my transactions, I also download as a > "catch all", partly because my wife uses the same credit card accounts > as well. All of the financial software I have ever used, has given > some mechanism for ensuring duplicates are not downloaded, but > Moneywell seems to just stick them all in the register, regardless of > what's already there. Without the aliasing, or without it filtering > previously entered transactions, this is a bit of a showstopper. > > Any advice? I don't know why you're seeing this behavior. MoneyWell works very hard to clean up duplicates and the way it handles downloads is one of my favorite features now. I enter many of my transactions manually and have no problems like this. Here's what happens for me: 1. Enter manual transactions (usually as pending because many won't appear immediately) 2. Download transactions every other day or so 3. If duplicates exist, the Duplicates view appears and matches up to manual transactions 4. I click Merge Duplicates, Close and I'm done It's all really clean. Let me know how I can help more. 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 -~----------~----~----~----~------~----~------~--~---
