Thanks for the reply! I'm sorry, I was able to see that necessary fields for this information are in MoneyWell.
What I meant was more of a general question to the community: Is it worth keeping all of your posted/clear dates if it means you have to go into each historical transaction and copy and paste the date information out of the payee field into the date or cleared date field? Any benefits? Thanks again, txcrew On Feb 17, 4:32 am, Kevin Hoctor <[email protected]> wrote: > MoneyWell does allow you to keep both dates. Once a transaction is > marked as Cleared or Reconciled, you can update the second date. > > It also retains the original imported payee and memo data. Simply > hover your cursor over the Transactions title to see the tooltip. > > Peace, > > Kevin Hoctor > No Thirst Software LLChttp://nothirst.com > > Sent from my iPhone > > On Feb 17, 2009, at 12:30 AM, txcrew <[email protected]> wrote: > > > > > 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 -~----------~----~----~----~------~----~------~--~---
