[No Thirst Software] Re: Quicken Windows QIF export and date error

2008-12-24 Thread Kevin Hoctor

On Dec 23, 2008, at 4:06 PM, Jaysen wrote:

 i finally broke down and decided to make myself cry. So I exported a
 quicken (windows) account to a qif file and decided to run the import.
 I get the date format error. I tried a few  iterations, but can't
 figure out the right combo. I was a little paranoid to just start
 using regex in the formant field not knowing what it might do. Here
 are the specs.

 qicken home  business 2007 on XP
 qif files show date line as D1/ 2' 6

 Representative entry:

 D1/ 2' 6
 U-44.07
 T-44.07
 CX
 PHome Depot
 MJan 2 7:39 Pm #065070 THE HOME DEPOT 1264 VICTOR NY
 LHousehold:Repair


Hi Jaysen,

I'll make sure MoneyWell can handle this date format in the 1.4.2  
patch. I'm amazed that Quicken is breaking its own rules on formatting  
dates in QIF files. That short format doesn't even make sense to me at  
all. You should be able to test this patch within the next week.

Peace,

Kevin Hoctor
ke...@nothirst.com
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com






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[No Thirst Software] Re: Quicken Windows QIF export and date error

2008-12-24 Thread Jaysen

I am pretty comfy with perl and regex so I am all set for my personal
needs. I would be more than happy to help you test the patch though.

I did check my banks QIF download and it is the same. They do support
[OQ]FX which is what I normally use. They do distinguish between
pre-04 and current versions.

Like I said, I am more than willing to help you with testing.

Jaysen

On Dec 24, 8:58 am, Kevin Hoctor ke...@nothirst.com wrote:
 On Dec 23, 2008, at 4:06 PM, Jaysen wrote:



  i finally broke down and decided to make myself cry. So I exported a
  quicken (windows) account to a qif file and decided to run the import.
  I get the date format error. I tried a few  iterations, but can't
  figure out the right combo. I was a little paranoid to just start
  using regex in the formant field not knowing what it might do. Here
  are the specs.

  qicken home  business 2007 on XP
  qif files show date line as D1/ 2' 6

  Representative entry:

  D1/ 2' 6
  U-44.07
  T-44.07
  CX
  PHome Depot
  MJan 2 7:39 Pm #065070 THE HOME DEPOT 1264 VICTOR NY
  LHousehold:Repair

 Hi Jaysen,

 I'll make sure MoneyWell can handle this date format in the 1.4.2  
 patch. I'm amazed that Quicken is breaking its own rules on formatting  
 dates in QIF files. That short format doesn't even make sense to me at  
 all. You should be able to test this patch within the next week.

 Peace,

 Kevin Hoctor
 ke...@nothirst.com
 No Thirst Software LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com
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[No Thirst Software] Re: Savings

2008-12-24 Thread Christopher Larson

On Dec 23, 2008, at 11:36 AM, Alan Schmitt wrote:

 On 23 déc. 08, at 19:05, Chris Larson wrote:

 I'm curious about the way people go about handling their savings in
 MoneyWell.

 I wrote about this a while back on my blog:
 http://alan.petitepomme.net/blog/2008/04/tracking-savings-in-moneywell.html
 where I compare the savings as expense approach (which is the one  
 Kevin uses) and the savings as money flow which I prefer (as I can  
 see how much I have saved independently of where the money is).

Thanks.  That's a great summary of the options :)
-- 
Chris Larson
clarson at kergoth dot com
clarson at mvista dot com
Founder - BitBake, OpenEmbedded, OpenZaurus
Maintainer - Tslib
Software Engineer
MontaVista Software, Inc.


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[No Thirst Software] Re: Quicken Windows QIF export and date error

2008-12-24 Thread Kevin Hoctor

On Dec 24, 2008, at 5:12 PM, jonphipps wrote:

 I have data in Win Quicken going back to 1990 and in my QIF exports it
 looks like the change in date format is to distinguish between 19xx
 and 20xx years, since the export only supports a 2-digit year -- 19xx
 years are formatted using m/d/yy instead of m/d' y.

Hi Jon,

I'm determined to figure out why Quicken for Windows insists on using  
that lame format for dates in QIF files. It's driving me crazy.

 I've decided that it's silly to go back that far with MW, but if you
 need someone to test with a very large volume of creaky, cranky old
 data (100,000 transactions) just let me know.

Wow. I thought I had a ton with over 12,000 transactions in my file  
(of course that's only back to January 2004, I didn't want more than  
that). I'll let you know if I want MoneyWell abused. ;-)

 And just for the record, I've tried to get my data out of Quicken for
 several years now and Moneywell is the first program I've come across
 that actually is able to handle it (so far -- I'm only about 1/3 done,
 but I'm confident).


Thanks. I was very concerned that MoneyWell could read my Quicken data  
so the QIF import has been refined several times over. Let me know if  
you find any glitches.

Peace,

Kevin Hoctor
ke...@nothirst.com
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com






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[No Thirst Software] Re: Car Loan

2008-12-24 Thread Blair Watkinson

Mark,

I also like the idea of putting the money toward the principle, but  
for different reasons.  Whenever I've tried to do similar activity  
with my investments--I'll accumulate it in Savings throughout the  
year, and then buy my investments in one big lump, usually, I don't  
have as much in Savings as I had initially planned to invest, and this  
is because I am not really committed to the investment, and I don't  
have the discipline to follow through.  With a large balance in my  
Savings, the temptation is strong to buy that new techno-toy, rather  
than continuing to save the money for investments.  Buying the  
investments throughout the year, or in your case, paying off your car  
loan, you're really committed, and there's no going back.  You have to  
make decisions with the money you have left over.

Blair

On Dec 23, 2008, at 10:00 PM, mhadja...@gmail.com wrote:


 I'd like the debt to be paid off a lot sooner. I could have the option
 of putting 50 dollars per month into a savings account and once i
 reach my loan payoff, I could just pay it in one check. However, I
 choose to pay the 50 per month towards principle payments to save on
 interest payments. If I can save 5-10 dollars per month in interest,
 over a 5 yr loan, that's extra money to do something else with it.

 Maybe I should average my monthly payments and make the average my
 'spending plan' for the car payment?



 On Dec 23, 7:45 pm, Blair Watkinson thewatkins...@mac.com wrote:
 Mark,

 The only caveat I would add is that perhaps you shouldn't just plan
 your minimum payment as your Spending Plan amount.

 Rather, take a different approach--when do you want the debt paid
 off?  What will you have to pay each month to make that happen?  Can
 you make the sacrifices to achieve that goal?  Balance your  
 sacrifices
 and your debt pay-off goals, and prescribe that as the minimum amount
 in MoneyWell.

 I have found that when I don't plan for an expense (like Savings),  
 and
 just put away what's left over, I don't have anything left over.
 Money, like other things in life, is a limited resource with many
 demands on it.  If we're not deliberate about how to use it, we will
 find that we are using it in a way that we would not have planned had
 we taken a more deliberate approach (I really wanted to pay off my  
 Car
 loan, but I didn't set the money aside, and instead went out to eat  
 25
 out of 30 nights this month).  Therefore, my spending plan needs to  
 be
 a reflection of my priorities--if eliminating debt is a priority,  
 plan
 for that, and don't do it as an after-thought.

 Now, you can still catch additional money on the back-side of the
 month as well--if you have money left over.  But, I'd encourage you  
 to
 deliberately plan an amount that meets your goals and is doable  
 within
 your personal lifestyle, sacrifices, etc, when dealing with the
 limited commodity that money is.

 Blair

 On Dec 23, 2008, at 7:33 AM, Jaysen wrote:



 Budget your minimum payment including interest (the $200). You can
 still pay more, but it will need to come from your surplus. The idea
 with MoneyWell is to let you control expenses and show you where you
 are (sorry if that is slightly off Kevin). You can always spend  
 more,
 but you will need to steal from Peter to pay Paul and MoneyWell  
 will
 let you. Here is how.

 1. Do your spending plan
 2. Allocate income
 3. Over spend in a bucket (over pay your loan)
 4. Find a bucket that has extra allocation right now.
 5. Flow money from that bucket into the over spent. Easiest way to
 so drag the source bucket to the destination bucket.
 6. Indicate how much you are moving from bucket A to bucket B then  
 hit
 add.

 Presto. Instant balancing of the flow.

 Hope that helps.

 Jaysen

 On Dec 23, 12:07 am, mhadja...@gmail.com mhadja...@gmail.com
 wrote:
 I was messing around with iBank and it seems to do what I want,
 however, I'm still willing to give MW a shot till the end of the
 week.

 What I want to know is my principle balance on the car. I don't  
 need
 it down to the exact dollar, as this amount will change on a daily
 basis since that's how interest is calculated with this loan.
 However,
 I would like it to be more ballpark. So updating it once a month is
 sufficient.

 My starting balance is a -xx,xxx

 So what your saying is, when you make the payment, you move X  
 dollars
 from your checking into your car loan bucket. Since I pay mine
 differently each month, I can't really budget for this, or can  
 I?  I
 have to make at least (eg, $350.00) - anything more goes towards
 principle like I said. So should I set my budget for 350, or  
 should I
 make it lets say double this amount? Most likely I don't plan on
 making more than double payments.

 Then when you receive your next months statement, you update the
 interest and principle (doing a split transaction) ?

 I'll try that out as i'm doing something close to it, but mine  
 seems
 to involve a few more 

[No Thirst Software] Split Transaction in Reconcile Mode

2008-12-24 Thread skylamar

Hi. I noticed what may be a bug.  I reconcile my accounts by hand
(opposed to downloading from a bank), reconciling each transaction by
manually looking at my bank statement.

I have a monthly payment to verizon for local phone and DSL totalling
$65.68.  The local phone is $40.69 and the DSL is $24.99.

The payment to Verizon is made automatically each month by my bank.
When it comes to Reconciling, I have to add the Verizon transaction to
Moneywell because I didn't pay the amount manually.

When I tried to add the transaction in Reconcile mode as a split
transaction, Moneywell acts differently than when I add a split
transaction in Moneywell's normal mode. When adding in Reconcile mode,
it assigns the full amount of the transaction to the first entry and
then assigns 0 dollars to the second entry. So for instance, it lists
Local Phone as $65.68 and the DSL as $0.

Is this a bug?  Or should I not be adding split transactions in
Reconcile mode?

Thanks
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