On Mar 11, 2009, at 2:54 PM, n. wrote: > Some of the Quicken files I have to download are funky: they list the > Payee as "WITHDRAW" and the Memo as the name of the payee. I find this > endlessly frustrating because other accounts of mine import as I > expect (withdraw as a type, payee in the payee field, memo blank for > me to fill in). > > I've tried in vain to get the "memorized transactions" to do this > change, but I can't seem to get the hang of memorized transactions. > They seem too aggressive, too data destructive, and not granular > enough for me. Maybe if I knew *exactly* how they worked I could > taylor them to my needs. > All you have to do is put a unique portion of the memo field string as one of the aliases to get it to assign the correct payee. The big problem right now is that MoneyWell assumes the payee is still fairly unique so it auto memorizes that if you change the payee name by hand. Once you give a memorized transaction a unique alias to match and remove the generic one, life should be better for you.
> So, my info request: > Does anyone have a tip on getting a ton of "Memo" text to be just > moved to the other column (Payee)? That's not an easy action unfortunately. I'm adding an option to swap these two fields but I'm not sure when that will appear. It should be 1.5 at the latest. You should also complain loudly to your financial institution. If they offer OFX over QIF, try that as well. 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 -~----------~----~----~----~------~----~------~--~---
