Well I finally took the plunge and got my license to MoneyWell, and needless to say it has been great so far!
I do have one question however, during the data import & cleanup process, how important would you say is it to retain the original 'purchaed & cleared date' information? From my imported data, I had the cleared date in the date field and the original purchased date in the 'payee' field because my previous money app didn't allow for 2 separate transaction dates. Are both of these dates necessary for historical data? I know I can probably go on without it, but I just thought I'd see what others thoughts were? Thanks! txcrew On Feb 1, 12:22 pm, Kevin Hoctor <[email protected]> wrote: > 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.comhttp://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 -~----------~----~----~----~------~----~------~--~---
