thanks Kevin, yes, that does help... but it created a new transaction on my credit card acct rather than recognizing and matching the existing downloaded transaction of the payment. i.e. i now have two recorded transaction of the payment in my credit card acct. It should detect the matching transaction without creating a new one...
and if i understand the system correctly, neither transaction is assigned a bucket, only the transactions that make up the payment to the credit card, right? thanks! On Feb 20, 6:57 am, Kevin Hoctor <[email protected]> wrote: > 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 LLChttp://nothirst.comhttp://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 -~----------~----~----~----~------~----~------~--~---
