Another option is to just set the cash flow start date to a future date and MoneyWell will behave more like a traditional finance package.
On May 31, 2009, at 11:45 AM, Karen wrote: > > Yay for reconciliation! David, if you're not crazy about the envelope/ > buckets feature, which is MW's raison d'être (I'm feeling fancy), > maybe you'd prefer one of these: > http://mac.appstorm.net/roundups/business/financial-software-for-mac-7-great-apps/ > or iBank http://www.iggsoftware.com/ibank/ > > Karen > > > On 31-May-09, at 12:36 PM, DavidO wrote: > >> >> 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. >>> > > > > 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 -~----------~----~----~----~------~----~------~--~---
