[No Thirst Software] Re: Import CSV - number format not working
On May 29, 10:18 pm, Kevin Hoctor ke...@nothirst.com wrote: Please send files that won't import for you directly to ke...@nothirst.com and I'll fix the problems. Thanks. A sample line would be 29.04.2009;XXX;29.04.2009;-10,70;EUR; The , is the decimal separator, and there is no thousands-separator (i.e. 1234,56 instead of 1.234,56 - 1,234.56 in US format). Peace, Amitabha! Kevin Hoctor Mike --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Feature Requests - Calculator and Sales Tax entry codes
dashboard calculator also does not do any percentages... to use that method instead... (which is annoying cause that's a basic math function in my books - but then that's an apple issue) ml On May 29, 5:12 pm, pacer d...@dleggett.com wrote: On May 28, 4:03 pm, Glenn B. gbolton...@gmail.com wrote: How about using the Dashboard's calculator? It lays transparently over the current application(MoneyWell). It's what I've done so far and the good thing is you can still see your transaction while using the calculator. Good suggestion for basic calculations, but the dashboard calculator does not allow simple sales tax codes (as far as I know). For instance, I may have a receipt for 20 items which fit into 3 different buckets (e.g., Groceries, Household Supplies, Pet Care) and thus require a split transaction entry. While most of the items are not taxed, some of the items are taxed at 5% (GST in Ontario), some are taxed at 8% (PST), and some have both taxes applied (13%). On the fly, I need to be able to use assigned keys during the calculations to automatically apply the appropriate tax(es) to items or totals. Quicken has always handled this well with its inline calculator (one of the few things I used to like about it). I currently use Calq (freeware) which is made exactly for this purpose. While working in MoneyWell, I can quickly open Calq (which still allows you to completely see what you are doing in MoneyWell) and start performing a pseudo-inline calculation - by pressing p or g or b (b for both). These configureable key presses quickly perform the necessary tax adjustments. When I have a total to enter into a portion of a split transaction, I simply press command-C (copy) and Calq disappears, leaving the MoneyWell field that I started with selected so I can paste into it. I know this may sound complicated, but it is really rather simple - even elegant. If anyone needs something like this, try it out. The only thing that I can see that would improve on this would be the MoneyWell inline calculator with the configurable tax codes - Kevin has indicated that these are being looked at down the road. For now, I am fine, and a very happy user of MoneyWell! I bought a license soon after my initial post. David --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: how to view total (balance and reconciled balance) for all accounts
Hi Kevin- Thanks for the tip. It does not seem to work for me, though. The sum given, as well as the figure for the reconciled sum, is some astronomical numbers, which do not match each other, so perhaps that is the total outflows from all accounts since the beginning? It does have a bucket balance figure which is correct. When I click on an individual account without clicking the transactions, the balance given at the bottom of the screen appears to be correct, but the reconciled balance is once again a large negative number, which appears to be the entire outflows from that account. Any ideas on what this is about? Anita On Thu, May 28, 2009 at 11:40 PM, Kevin Hoctor ke...@nothirst.com wrote: On May 28, 2009, at 10:45 PM, ckyr wrote: Is it possible to view the total balance (reconciled and not) for all my accounts? Yes. The quickest way is to click the Accounts title above the accounts list to select all accounts and then click the Transactions title next to it to select all the transactions. A sum will appear at the bottom of the main window. 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 -~--~~~~--~~--~--~---
[No Thirst Software] Just bought the program and trying to get going for the first time
I just bought the program, successfully loaded in my accounts from Bank of America, but I think I messed something up. I tried to reconcile, clicked a bunch of buttons, and now the running balance bears no resemblance to reality... Is there any way to delete everything I did, import everything again, and do something magical to have me up and running correctly from the beginning? thanks --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Importing from Paypal automatically creates new buckets I don't want
I'm a new user setting up my accounts. I just imported my transactions from Paypal for 2009, and along with the transactions came the automatic creation of a whole lot of buckets I didn't want: Web Accept Payment Sent Payment Received Fee low... and others. I tried deleting the buckets, but that seems to be disabled. I don't want to have to manually enter transactions for PayPal, but I also don't want unwanted buckets created every time I import data, which seems to be the only other alternative. Does anyone know what I can do? Thanks. --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] New user, want to start on the right foot with especially with credit cards
Hello, Just started with Moneywell on a friend's advice and think it's a great package. But I do have a couple questions: I've read some of the posts about credit cards and watched the tutorials but I'm still unclear how to handle these in moneywell. So far what I've done is setup a bucket for each credit card (2 cards). I don't actively use these cards and don't pay them off every month. Should I also create accounts for each card so I can track the balance on the cards? Not sure if this is the way it's normally done. Second question is setting up the timings for each month on buckets. I get paid on the 1st and 15th so most of my buckets are set up for either the first half or second half of the month but some are set up for all month. So on the 1st after it allocates to all my first half buckets will it just take the remainder and apply it to all the buckets timed for all month based on priority? And the second half would do the same? I just want to be clear on it. Thanks again, so far great product. paul --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: New user, want to start on the right foot with especially with credit cards
Hi Paul... I can help with your first question Probably the best way to handle your credit cards is to have a bucket named Debt Repayment under your checking account. Your credit card accounts will be set up on their own in Accounts. When you use the card, the transaction will be under the pertinent card/account and you will name whichever bucket the expense came out of. I don't download my credit card bills as I don't use them very much. When I pay my credit card, I use the Debt Repayment bucket in my checking account and use the Transfer feature drop down menu for the card/account the payment is going into. The amount is then credited to my cc account in MW. Does this make sense? I was up late last night. It's great software with a great support group and a Prince of a developer. :-) Karen On 30-May-09, at 12:57 PM, paul wrote: Hello, Just started with Moneywell on a friend's advice and think it's a great package. But I do have a couple questions: I've read some of the posts about credit cards and watched the tutorials but I'm still unclear how to handle these in moneywell. So far what I've done is setup a bucket for each credit card (2 cards). I don't actively use these cards and don't pay them off every month. Should I also create accounts for each card so I can track the balance on the cards? Not sure if this is the way it's normally done. Second question is setting up the timings for each month on buckets. I get paid on the 1st and 15th so most of my buckets are set up for either the first half or second half of the month but some are set up for all month. So on the 1st after it allocates to all my first half buckets will it just take the remainder and apply it to all the buckets timed for all month based on priority? And the second half would do the same? I just want to be clear on it. Thanks again, so far great product. paul --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Just bought the program and trying to get going for the first time
Make sure you have the correct starting balance transaction amount (see our FAQ about matching your account balance). The Reconcile panel is a different starting balance and that is usually zero the first time. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On May 30, 2009, at 12:32 PM, DavidO metaphortra...@gmail.com wrote: I've set up everything fresh again. Following the instructions from the article on How to Reconcile (i.e., I left the starting balance at $0 and inputted the ending balance and date from my last statement). When I Check All, it shows a significant difference. Since all these transactions were downloaded directly from Bank of America (none of them were manually added by me), I don't understand how there could possibly be a difference ... It's like the bank is disagreeing with itself. thanks if anyone has the answer to this! --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Just bought the program and trying to get going for the first time
Check out these FAQs: How can I get my balance in MoneyWell to match my bank balance? How do I tell MoneyWell how much money I have to spend at the start? And others in our FAQ section. On May 30, 2009, at 1:24 PM, Kevin Hoctor wrote: Make sure you have the correct starting balance transaction amount (see our FAQ about matching your account balance). The Reconcile panel is a different starting balance and that is usually zero the first time. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On May 30, 2009, at 12:32 PM, DavidO metaphortra...@gmail.com wrote: I've set up everything fresh again. Following the instructions from the article on How to Reconcile (i.e., I left the starting balance at $0 and inputted the ending balance and date from my last statement). When I Check All, it shows a significant difference. Since all these transactions were downloaded directly from Bank of America (none of them were manually added by me), I don't understand how there could possibly be a difference ... It's like the bank is disagreeing with itself. thanks if anyone has the answer to this! 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: how to view total (balance and reconciled balance) for all accounts
On May 30, 2009, at 9:42 AM, cardigrl wrote: Thanks for the tip. It does not seem to work for me, though. The sum given, as well as the figure for the reconciled sum, is some astronomical numbers, which do not match each other, so perhaps that is the total outflows from all accounts since the beginning? It does have a bucket balance figure which is correct. When I click on an individual account without clicking the transactions, the balance given at the bottom of the screen appears to be correct, but the reconciled balance is once again a large negative number, which appears to be the entire outflows from that account. Any ideas on what this is about? Hi Anita, Have you reconciled all your accounts? Check out these FAQs: How can I get my balance in MoneyWell to match my bank balance? How do I tell MoneyWell how much money I have to spend at the start? And others in our FAQ section. Let me know if these help or not. 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Import CSV - number format not working
On May 30, 2009, at 9:32 AM, Terence wrote: On May 29, 9:02 pm, the_c johnsen.g...@gmail.com wrote: Yes, I´m also having problems with the number format. When importing, no mather what I try, it says no amount field found. If I continue with the import, all the credits to the account are imported as debits. Frustrating. Exactly describes the problem I've found. A showstopper. The number format selector in the Import window looks odd too. It would be helpful to have the solution posted here. I'd rather not email my data, fake or not. Hi Terence, I'll try to test this without your document. MoneyWell also uses your number formats in your System Preferences International panel. Sorry for this problem. 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Import CSV - number format not working
On May 30, 2009, at 6:12 AM, Mike wrote: On May 29, 10:18 pm, Kevin Hoctor ke...@nothirst.com wrote: Please send files that won't import for you directly to ke...@nothirst.com and I'll fix the problems. Thanks. A sample line would be 29.04.2009;XXX;29.04.2009;-10,70;EUR; The , is the decimal separator, and there is no thousands-separator (i.e. 1234,56 instead of 1.234,56 - 1,234.56 in US format). Thanks for this information Mike! 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: New user, want to start on the right foot with especially with credit cards
On May 30, 2009, at 10:57 AM, paul wrote: Second question is setting up the timings for each month on buckets. I get paid on the 1st and 15th so most of my buckets are set up for either the first half or second half of the month but some are set up for all month. So on the 1st after it allocates to all my first half buckets will it just take the remainder and apply it to all the buckets timed for all month based on priority? And the second half would do the same? I just want to be clear on it. Thanks again, so far great product. Hi Paul, If you set a bucket to First Half then it will fill completely in the first part of the month and the Second Half timings fill only in the second half. Check out How is the Timing setting used on buckets, spending plans, and allocations? and let me know if that helps. 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Importing from Paypal automatically creates new buckets I don't want
On May 30, 2009, at 10:57 AM, Chuck B wrote: I'm a new user setting up my accounts. I just imported my transactions from Paypal for 2009, and along with the transactions came the automatic creation of a whole lot of buckets I didn't want: Web Accept Payment Sent Payment Received Fee low... and others. I tried deleting the buckets, but that seems to be disabled. I don't want to have to manually enter transactions for PayPal, but I also don't want unwanted buckets created every time I import data, which seems to be the only other alternative. Does anyone know what I can do? Hi Chuck, PayPal export documents are a mess. I've all but given up on them for my MoneyWell documents. There's so much extra clutter in them. Currently, I don't have a good solution for this problem. You can't delete buckets that have transactions or money flows associated with them, but you can hold down the Option key and drag those buckets on top of other buckets. This will merge the contents of the two and remove the bucket you dragged. 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 -~--~~~~--~~--~--~---
[No Thirst Software] Budget forecasting - Question for a new user...
Hello all, I have recently made the purchase for Moneywell and so far so good...I am trying to make the comfortable conversion from Quicken Deluxe 2009. I am super satisfied with my experience so far, but there is one thing that I can't figure out that is keeping me from total obsession... Budget forecasting based on scheduled bills. In Quicken, I am able to set up all of my bills for each month with the dates they are due. Quicken takes that information and plots my forecasted balance on a day-by-day graph over the course of the month. This allows me to see spots in the month where I could possibly dip below a comfortable level and adjust accordingly. This has been helpful in so many ways. For example, on mulitple occasions, I have seen my balance fall below $0 simply based on the date I was forecasting to pay a particular bill in one month. By choosing to pay the same bill two days later, I see my forecasted balance is adjusted and everything stays at very comfortable levels. Is there anyway to achieve this level of functionality with Moneywell? I am at the point in my set up where I am about to start setting up scheduled transactions but i have a few transactions such as my salary that is paid every two weeks and I couldn't see how to set up that frequency. I am guessing if that frequency doesn't exist, then I may not be getting the accuracy I am used to with Quicken Deluxe and I am going to have to continue to suffer through a Windows virtual machine until the functionality is added. Thanks to those who read this through and offer some insight. I am hoping to get away from my Windows dependency altogether. Chuck --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: how to view total (balance and reconciled balance) for all accounts
WRT the totals at the bottom of the screen: The daily balances are correct. The buckets balance is correct. The reconciled balance is wrong, and appears to be the total deductions from the account. Anita On Sat, May 30, 2009 at 6:07 PM, Kevin Hoctor ke...@nothirst.com wrote: On May 30, 2009, at 5:52 PM, cardigrl wrote: Yes, they are all reconciled. No, those FAQs were not helpful. I'm not sure we are talking about the same thing. When I select everything as you described above (for finding the balance for all transactions, reconciled or not), it gives me a sum that does match my accounts if I manually add them up. The reconciled balance shown on the bottom of the screen also seems to be correct for all accounts other than checking. But for my checking account, while the reconciled amount shown in the reconcile accounts pane is correct and matches the bank statement, it *never* shows me the correct amount for reconciled balance at the bottom of the screen. The amount shown as the reconciled balance on appears to be the total checks and other withdrawals from my checking account, with no addition for the deposits (which are checked when I do the monthly account balancing). Anita, The reason I sent you those FAQs is that it's possible to have all your statements reconciled but your bank balance is still wrong. This happens when the difference between two dates is correct but the starting balance on the account registry is wrong. If you select the last reconciled transaction in your list for your checking account, does the end of day balance (shown at the bottom of the window) match your end of day balance for that account as shown on your bank website? If not, select the first one and see if that matches your bank's website for an end of day. By selecting different dates of transactions, you can narrow down where the problem might be in your registry. This technique is the one in the bottom steps of the What is reconciling an account and how do I do it? FAQ. 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 -~--~~~~--~~--~--~---
[No Thirst Software] After initial download - not seeing anything
$0 balance, 0 transactions, etc. I removed the .plist and tried again.. same.. nothing. nada. zip. I know I have money in the bank and have done transactions :) It recognized my account # and password with no problems. I also have a mortgage account and it was able to download that info and show me all the transactions without any issues. But the share draft - nothing. It's a credit union so am I missing something? Thanks --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Nested Buckets
I have used Moneywell for a couple of years now. I was wondering if the developer will be implementing nested buckets or smart buckets. For example, I would like to nest all my buckets dealing with automobiles in one set of nested buckets: gas, repairs, insurance, fees. I would also like to nest all my loans in another: mortgage, student loans, personal loans. By doing so, I can assign a part of my income to each bucket, close up the nest and see generally what I have allocated to Loans and Automobiles Will this become a feature in the next release of Moneywell? --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
