[No Thirst Software] scheduled transactions changed since last update
i think this happened with 1.4.7 update... i noticed it after 1.4.8 update though. i have a scheduled transaction - created before i split it up - 2700... but now the future transactions are only for 324.68 which is an amount from the january transaction (probably when i created.) i have marked the repeat as never... and recreated it to monthly but i even if i use a 'newer' transaction it STILL users that 1 portion of the previous transaction split... and STILL using that Jan transaction (i went back to jan and changed it to never repeat... then used an April transaction for repeating... with different data in the splits -- but it's still grabbing the Jan split amount (1 only of them) rather than the total amount (2700.) (i even went in to scheduled area - - that transaction is NOT there before recreating it... tried in both views (hide totals and show totals) the most confusing part is when i re-schedule it from the APRIL transaction - it still grabs the data and memo from the JAN transaction... i realize that it cant yet repeat the splits - but i should be able to schedule the Total of the splits at least. ml --~--~-~--~~~---~--~~ 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: scheduled transactions changed since last update
ok - and additionally after i re-schedule -- and change it to 2700... (cause this amount will be withdrawing in 3 days...).. i then checked the scheduled trans area -- and ONLY this month is there -- it doesn't show next months- even though it's set to monthly - never end repeat.. ??? ml On May 25, 8:07 am, ciara belle ciaraswe...@gmail.com wrote: i think this happened with 1.4.7 update... i noticed it after 1.4.8 update though. i have a scheduled transaction - created before i split it up - 2700... but now the future transactions are only for 324.68 which is an amount from the january transaction (probably when i created.) i have marked the repeat as never... and recreated it to monthly but i even if i use a 'newer' transaction it STILL users that 1 portion of the previous transaction split... and STILL using that Jan transaction (i went back to jan and changed it to never repeat... then used an April transaction for repeating... with different data in the splits -- but it's still grabbing the Jan split amount (1 only of them) rather than the total amount (2700.) (i even went in to scheduled area - - that transaction is NOT there before recreating it... tried in both views (hide totals and show totals) the most confusing part is when i re-schedule it from the APRIL transaction - it still grabs the data and memo from the JAN transaction... i realize that it cant yet repeat the splits - but i should be able to schedule the Total of the splits at least. ml --~--~-~--~~~---~--~~ 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: Bank of America (California) - Cannot Connect
This probably has to do with a server glitch we had a couple days ago. Please try this again and let me know if it's still an issue. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On May 25, 2009, at 10:01 AM, Karen kar...@gmail.com wrote: Kevin, you know my knowledge is limited... :-) but would this work the same way RBC in Canada does? We can download from the RBC site and then manually import into MW... Karen On 25-May-09, at 1:22 AM, thomas wrote: I also have this problem. I have just started using Moneywell and do not know how well this program will work for me if BofA cannot connect. On May 22, 2:29 am, Deepak dghosh2...@gmail.com wrote: Hey, I am a regular user of Quicken Online (which is free), but its budgeting scope is very limited. I recently decided to try MoneyWell and I couldn't get past the first stage of adding my checking/saving account from Bank of America (California) account for automatic download of statements. I choose the bank and I click 'Continue' to find an error screen informing me that 'The financial institution does not support direct connections. Click Continue to add an account manually with this financial institution in web connect mode.' Is there any workaround for this problem? I am on a Mac, if that is an issue. Please advice, 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] Re: How to account for payments and credits as relating to credit cards
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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Smart transaction matching a bit too broad...
On May 24, 2009, at 9:31 PM, David wrote: I have observed a bug locally that appears to simply reflect the way Smart Transactions function. We have Chase as a payee, for a credit card. The first few transactions were processed and an auto-matching Smart Transaction was created. The problem is that a lot of our bank (Wells Fargo) debits contain the word PURCHASE, and this fires off the Chase auto-match rule, which then replaces the Payee name with the friendlier Chase. This hides the details of the transaction and assigns a bucket Debt Repayment. Took half an hour to figure out... Is there any way to prevent partial matching of payees? I realize that adding any complexity to this process gets into creating a programming language fairly quickly, with the attendant possibility of bugs. For now, I have deleted this Smart Transaction, and also turned off Auto-Memorize. Is there a slicker workaround? David, You can change the aliases on memorized transactions to keep them from matching these broad stroke names. In the 1.5 release, I plan to give MoneyWell a list of don't match aliases to solve problems like this. Please know that you can see the original payee and memo for a transaction in a tool tip by hovering your cursor over the Transaction Detail title bar. 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: scheduled transactions changed since last update
On May 25, 2009, at 7:07 AM, ciara belle wrote: the most confusing part is when i re-schedule it from the APRIL transaction - it still grabs the data and memo from the JAN transaction... i realize that it cant yet repeat the splits - but i should be able to schedule the Total of the splits at least. You probably need to simply start from scratch and create a new transaction and tell it to repeat. The split issue is being addressed. 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 -~--~~~~--~~--~--~---
