Kevin, You know what, the merge duplicates screen was so subtle, I was ignoring it. I am used to big ugly dialogue boxes coming up saying "Oi, deal with this!"
Thanks -Mark On Feb 8, 2009, at 10:37 AM, Kevin Hoctor wrote: > > 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 > > > > Mark Hall --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
