On May 24, 2009, at 11:59 AM, Larry wrote: > I have just downloaded MoneyWell and am trying to see how this tool > will help me manage my finances. I believe I have a fairly good > understanding of how to utilize MoneyWell, I am just not clear on how > to handle assigning payments from my checking account towards my > credit card and the credits on my credit card account. In doing some > looking around in the forum, it appears the method of choice is to > utilize transfers. I guess this would make sense to me if you could > not direct download your credit card transactions. I pay off my > credit card balance monthly. So on every bank statement I have a > payment towards my credit card. I do not now how to clear these from > my unassigned SMART bucket after downloading without assigning to > another bucket. I would prefer not to create a dummy bucket. > Hi Larry,
As Lance stated, you can always set transactions to "Bucket Optional" in the context menu for the transaction list. > The only other thing I could think of trying, would be to delete the > credits after the direct connect on my credit card account and use the > transfer option from my checking to mimic the credit to my credit card > account. This might work but it seems you should not have to delete a > transaction that actually belongs. > > I hope this makes sense. Any help in how to handle this issue would > be greatly appreciated! What I tend to do is to create a transfer when I make a payment and then when I use the direct connect download to import transactions, MoneyWell matches these up and merges the information properly. This way I get the connected transfer and I don't have to manually delete imported transactions. Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
