On Feb 19, 2009, at 11:42 PM, Nordica wrote: > just found MW and it seems like a great piece of software...so i'm > diving in to learn how to use it. I've loaded the sample file and > watched some of the video tutorials and i'm lost on how to do a very > basic thing. > > I'm currently using Quicken '09 for PC (yucky) and, after downloading > transactions from my bank, i would review and accept the transaction > of my check paying for my credit card (in my checking acct area) and > assign the payment the category of my credit card and it matches the > payment in my credit card account. > > I wish the sample file for credit cards had a payment so i can see how > it should be done in MW. And it doesn't quite fit the description for > a transfer since I wrote a check and didn't transfer from one acct to > the other. The video tutorials i watched seem to work best for > manually entering transactions rather than direct connect to download > transactions. > > any help would be appreciated (and I hope this makes sense ;) )
If you set the "To" account on the check to the credit card, it will show up there as a deposit and the two will be connected as a transfer. You can then click "Show Matching" and push the date forward a bit so the time of the payment is a bit more realistic. Let me know if this is not what you needed please. 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 -~----------~----~----~----~------~----~------~--~---
