Because I haven't reconciled my bank statement for about 5 months. I used to import everything manually into Quicken - then learned that it could be imported automatically, but the Mac version of Quicken couldn't do this. So I waited ... and then I found out that MoneyWell can do it.
So, I have my May 26, 2009 statement, and I want everything to be reconciled. Make sense? On May 31, 8:19 am, Karen <[email protected]> wrote: > David, I'll let Kevin answer this one but why are you reconciling > right off the bat? Right after downloading your info? Isn't > reconciling supposed to be used when you input some entries yourself, > as you spend, and then reconcile after you've done the download? I > never input by hand so I never reconcile. I may be totally off base > here but you sound desperate... > > Karen > On 31-May-09, at 11:49 AM, DavidO wrote: > > > > > OK, I've trashed my Preferences (at least three times) to start over. > > All my accounts get imported without incident from Bank of America > > (California). > > > I've gone through the first steps in the How to Reconcile FAQ without > > success: > > > 1. I will assume the "Starting Balance transaction" from last > > December is correct. > > > 2. I click Reconcile (easy enough to do). > > > 3. The "Starting Date" is the same as my first transaction, and the > > "starting balance" is already set at $0 (as per the instructions). > > > 4. I type the "ending balance" into the appropriate field. > > > 5. No green line magically appears (bummer). > > > 6. I check off all the transactions that have been imported from the > > bank (except for the two that are greyed out (they're past the last > > statement date). The I get a series of four numbers on the right side > > under "Reconciled Totals". > > > --Transactions: $1,007.55 [I have no clue what this number > > represents; perhaps it means my deposits have been greater than my > > expenditures by this amount] > > > -- Statement : it gives the correct statement balance > > > -- Cleared: $1,007.55 [same number as above] > > > --Difference: It correctly subtracts $1007.55 from my statement > > balance > > > WHERE DO I GO FROM HERE? Since there were 147 transactions imported > > fro Bank of America since December 5, 2008, this is too many to go > > through. And they should all be correct. HOW CAN I GET MONEYWELL TO > > ACCEPT THE IMPORT AS ACCURATE AND DECLARE MY ACCOUNT RECONCILED? > > > WISH LIST ITEM: I'd like to get rid of the Bucket feature altogether. > > I just want to use this program for keeping/balancing my checking > > accounts. > > > FEATURE REQUEST: A running balance at the far right side of the > > Transactions Window. --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
