Yes, that does. If there is anything unique about the memo, the latest version of MoneyWell can match an alias to part of it. That can help you improve the import process.
Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 9, 2009, at 9:56 AM, Jaysen <[email protected]> wrote: > > Kevin, > > In my case the bank uses generic transaction identifiers in the Payee > field. While I may have a few to update, the majority of the "similar" > transactions are not eligable. > > Does that make sense? > > Jaysen > > On Mar 9, 9:58 am, Kevin Hoctor <[email protected]> wrote: >> On Mar 8, 2009, at 7:51 PM, Blulemon9 wrote: >> >> >> >>> I am testing MoneyWell and so far it is pretty great. I have just >>> downloaded 2 months worth of transactions and am making changes to >>> Payee and such. When I change the name in 'Payee' the "Update >>> Similar >>> Transaction" box drops down. Good. But have you thought about giving >>> an option of "uncheck all boxes" so that the user doesn't have to >>> manually uncheck them when only a percentage are 'similar >>> transactions'. The box may offer some 10-50 transactions for me to >>> choose from. If only 3(i.e) of them are ones that I want to keep I >>> have to uncheck the other (47) boxes. An option to automatically >>> "uncheck all" would make then checking those 3 so much faster. As it >>> is now the only other option is to click on 'Cancel' and then go >>> back >>> through the register to find those transactions. Again takes more >>> time. >> >>> If I have missed the way to do this simply, please forgive my taking >>> your time, and then educate me on the better way.. >> >> I have thought of adding this but there are very few scenarios where >> I've wanted to so it became a low priority change. Why don't you want >> to change most of the transactions? Are you not wanting the Payee >> name >> updated or is it a bucket assignment change that concerns you? >> >> Remember, MoneyWell won't change an existing bucket assignment, it >> will only assign buckets to those that are unassigned. >> >> 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 -~----------~----~----~----~------~----~------~--~---
