[No Thirst Software] Visit No Thirst Software Help Center
We have moved our user forum to a brand new site with more structure and feedback. We are very excited about the new level of support we can give with our newly redesigned help centers and look forward to seeing lively discussions there just as we have on this Google Groups forum. For help with any of our products, please visit: http://help.nothirst.com/ Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.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: MoneyWell 1.4.9 RC posted for testing
On Jun 17, 2009, at 4:34 PM, lexstok wrote: The QIF seems to work fine, all amounts show up correctly and the negative and positive amounts are shown correctly. Thanks for testing 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: Debt Quencher feature request?
On Jun 15, 2009, at 3:21 AM, Ben wrote: Hi, downloaded and purchased Debt Quencher last night - I'm really impressed with it and it has already shown me how I can be debt free in a relatively short amount of time. Thanks for the impressive package - I think I'll be looking into MoneyWell next! Hi Ben, Thanks! One thing I did note - I don't know whether this feature exists and I just haven't found it yet - most credit cards express your minimum payment as a percentage of your overall balance (e.g. 2%, 2.25%) or a minimum amount (e.g. £5), whichever is greater. DQ has a minimum payment column, but it requires that this be altered every month. Is it possible to set up a feature that adjusts the minimum payment based on these rules as a way of showing how long it would take to actually pay off your balance at the minimum rate? I've tried doing it myself in a spreadsheet but I couldn't figure out the interest functions to make it work properly. Debt Quencher was kept simple on purpose. I do know that there are rules for minimum balances and even fees for over limits but the goal was to keep the data entry as uncluttered as possible. If you really are going to pay only 2% of the balance, you will be paying for many, many years. Putting in a static amount is generous compared to the credit card company methods but it gives you a baseline still. I appreciate this is more of a kick up the backside feature designed to scare rather than aid towards actual meaningful debt reduction! Exactly. The other feature I was wondering about is balance transfer. As an example: Credit Card 1: 15.8% (1.313% per month) balance of £400, limit of £2000 Credit Card 2: 9.9% (0.793% per month, based on paying 10% of balance, else 14.9% APR) balance of £1050, limit of £1600 (yes, these are very close to my own figures!) I can transfer onto credit card 2, for 0% for 9 months, with a handling fee of 2.5% of the transferred balance up to a maximum of 90% of the credit limit of credit card 2. This would enable me to cancel card 1, and reduce interest payments massively, except I cannot transfer the full amount off card 2 for at least 1 month, otherwise I break the 90% limit. The other option is to pay off more on CC2, allowing me to perform that payment immediately. Whilst I can get just about work out the scenarios and benefits for myself on this one, as it is relatively simple, transfers like this are useful tools in debt management, and would be a great thing to preview the effect of in DQ. Messing with balances to pay off one card with another certainly is tricky. So are cash advances and balance transfers. They cause the payoff to require viewing multiple balances with different rates on the same card. You can split a single account (card) into multiple accounts with different interest rates to simulate this but again that gets complicated. What I generally suggest is to take the pessimistic interest rate (the higher one) and use that as your interest rate. You may save a bit of money swapping balances on cards or by paying just the purchase balance first but I've found that paying down each card is simple and effective also. Again, it is a complicated sort of calculation though, and I guess the timings of the offer rate and the handling fee etc. would make it awkward to program, and would detract from the simplicity of DQ. Just a thought! Thanks for the great software! I appreciate the thoughts and suggestions. I did use a program that could handle most of this prior to writing Debt Quencher but it was so complex (and then the company went out of business) that I decided to avoid that complexity as much as possible. Debt Quencher will probably get a few more features as long as I can keep the interface nearly as clean. Thanks. 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: Request for Spending vs. Budget (Spending Plan) Amount Output Report
Hi Jason, More reports and views are coming, some of which should help you with these requests. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com On Jun 14, 2009, at 9:35 PM, Jason wrote: Hello Kevin, I've recently purchased MoneyWell, set up various accounts (checking, savings, credit cards, cash, etc...), and uploaded/coded transactions from the beginning of 2009. I've developed my spending plan and, with the help of other folks in this forum (thanks Druzyne and Kevin!) figured out the nuances about allocating income, timing, and priority. I really like what I see so far. I need to be able to output a report that I can share (email or paper copy) with my wife so that we can review our spending (for the month) versus our budgeted spending plan (by bucket) for each month. The report could be similar to the Bucket Summary Report in format, but it would be helpful to have a reference for the budgeted/monthly spending plan values for the buckets that we've spent from. I know that there are different ways to see/review this information in the MoneyWell viewing panes and I find that very helpful to me, as I log or manage our family's transactions in MoneyWell. Reviewing the software with my wife isn't always the best or most practical approach, so having an output report that can convey the same spending to spending plan information would be quite helpful to let her know where things stand. The availability of both summary and detail transaction reports would be even better. It would be quite helpful to have an option to include spending plan amount references in both the Bucket Summary Report as well as the Transaction Listing Report. The option of a check box to Include Planned Amount from Spending Plan (by bucket) in these (or other) reports would be fantastic! That way, I could output a .pdf document with either a summary or detail spent by bucket and include the spending plan amount for each bucket. I know that you're planning new views for graphs and I hope that some new reports also come along with the next version. I hope this is helpful to explain my need and the reason for the request. I'm also curious to hear if anybody has a similar need and if others have work-arounds to address this reporting / process for sharing spent to date vs. budget with a spouse or significant other. If anybody has any good ideas or techniques, please share. Thanks in advance Kevin for your support and I really like using MoneyWell so far. Best regards, Jason --~--~-~--~~~---~--~~ 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: Issue with segregating transactions from credit card account
On Jun 15, 2009, at 8:14 PM, Larry wrote: I am the primary card holder on a credit card account. My wife is secondary on my account and has her own card with a unique credit card number. This is a card we pay off monthly and I am trying to track my transactions separately than hers. When I sync up and download my information I get her transactions and mine. The only way I have of removing her transactions is to look online and delete her transactions from my Moneywell account ledger. Questions: 1) Can MoneyWell segregate these transactions 2) If not, does/should MoneyWell recognize when a transaction has been downloaded and deleted? To date I have been deleting my wife's transactions. However, when I download to update my ledger at a later date, I keep getting some of my wife's transactions that I have already deleted from my ledger. It would be handy if MoneyWell somehow tracked that the transactions had already been downloaded and ignore them so that I would not have to continually delete my wife's transactions. I hope this makes sense and perhaps someone has had a similar issue that could provide some guidance. Hi Larry, If your credit card company doesn't segregate these, then MoneyWell can't and probably shouldn't. Even though it is a different card number, it's the same credit card account and you should be tracking it as one account. I would also suggest that you keep both your and your wife's transactions in the same MoneyWell document. It's very hard to maintain two separate envelope budgets and not have any cross- pollination. Having two documents leaves room for error. 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 with EUR currency
Yes, it's fixed for both CSV and QIF imports. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Jun 14, 2009, at 6:46 AM, lexstok alex.boschm...@gmail.com wrote: Is this also fixed for QIF files ? I had exactly the same problem when importing via qif. On Jun 10, 11:13 pm, Kevin Hoctor ke...@nothirst.com wrote: On Jun 10, 2009, at 12:16 PM, Andrew wrote: Recently I purchased MoneyWell and want to import from my europe bank account. When I want to import a .csv file there is nothing I can change on how MoneyWell sees my Amount. EUR 50,00 always becomes $5,000.00 and nothing I can do about it! Anyone has this problem also? This has been fixed in 1.4.9 and should be out in a week or so. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLChttp://nothirst.comhttp:// 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: Password protected documents are insecure
On Jun 14, 2009, at 4:52 AM, Mike wrote: I see two issues here: 1) false sense of security. I'd assume if I protect the file with a password the data is secured, which is not the case. So please make it clear (by a prompt and within the help/faq) that the password does not encrypt the data. Mike, Sure, I'll make sure the Assign Password panel is more explicit about this in future releases. 2) sharing files via the Web - i.e. I might wanna put my file on an iDisk, which (unfortunately) does not encrypt while syncing but because of #1 I might assume my data is encrypted and safe, which is not the case. Understood. If I can find a way to encrypt the database without affecting performance significantly, I will. 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: US Bank and 15000] INFO (null) Error.
On Jun 12, 2009, at 7:06 AM, Ken wrote: I've had the same problem, too, and have tried all the various solutions to no avail. I've resorted to download from US Bank, then importing into Moneywell. Kevin, respectfully, this seems to me to be an on going Moneywell problem which needs to be solved. Thanks Ken, I didn't realize US Bank was such a global issue. I'll try to investigate this deeper and come up with a solution. 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: Inconsistent handling of credit card accounts?
On Jun 12, 2009, at 8:26 AM, Patrick wrote: I just installed 1.4.8 and decided it would be a good time to start fresh. So I deleted all my accounts and began readding them. For my CitiCards credit cards I was glad to be able to use automatic download to both set them up and download transactions. I have two credit cards linked to one Citi user id. What is very strange is that, while MoneyWell shows the correct negative balance for both accounts, it classifies the charges as payments and the payments as charges for one account. The other account classifies transactions as you would normally expect. Any ideas as to what's going on there? Hi Patrick, Not without seeing your ofxlog file. Please send your ofxlog.txt file to ke...@nothirst.com (not this user forum). You can find it in your ~/ Library/Application Support/MoneyWell folder. Thanks. 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: US Bank and 15000] INFO (null) Error.
On Jun 11, 2009, at 12:56 PM, Michael wrote: As I mentioned before, I have read the previous discussion on the forums and I can provided the following information. 1) I have direct connect service set up. This service works with both quicken for mac and my old computer that has microsoft money. Tried yesterday. 2) Spoke with US Bank internet banking representative: Asked as you suggested to use quicken for mac and was given the following instructions: Username is : SSN# (without dashes) Password is : ATM code. 3) Have tried this as well as my online banking sign in info. (I know that online banking is not the same as direct connect banking, and that is why I listed above that I tried both services and also checked that my online direct connect worked with quicken.) Any ideas? Thanks again, Hi Michael, I'm going to work on discovering why US Bank is not work. Please send your ofxlog.txt file to ke...@nothirst.com (not this user forum) for review. You can find it in your ~/Library/Application Support/ MoneyWell folder. Thanks. 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: Is it possible to set an income to be recorded every 4 weeks ...
On Jun 11, 2009, at 6:57 PM, Fabyon wrote: Before I spend my money on this software (still doing the trial) can you tell me if there's an option to set up the income every 4 weeks instead of Monthly as it's not the same thing. With a 4 weekly transaction one end up having 13 payments in a year. So if someone can tell me how to set this up please ? In your Spending Plan, simply calculate your monthly average to enter as a monthly amount. For scheduled transactions, set the Occurs to Weekly and the count to 4. 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: Different Reconciliation Dates (non-assigned transactions)
On Jun 12, 2009, at 11:29 AM, Daniel wrote: I am starting a new file. I have a checking, savings, credit card, car loans, etc. I put the balances for all my accounts as of their last statement date, then inputted all the transactions into those accounts that happened since the last statement for each. I have a transfer coming out of my checking account to pay for one of my car loans. I assign it a bucket on the checking side (car loan). Because my checking account statement ended after my last car loan statement, there is an orphan transaction (car payment) that needed to be added to the car loan side. I couldn't make it a transfer because I don't want the transaction showing up in my checking account, but I also don't think I should assign it to a bucket. Now I have a transaction with no bucket in my car loan account. Should I worry about this? I've read on the forums that EVERY transaction should have a bucket associated with it, unless it was a transfer. What can I do to correct this, or should I not worry about it? HI Dan, If this is a transaction in your car loan account, simply right-click on it and mark it as Bucket Optional. 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: Miscellaneous Bucket?
On Jun 12, 2009, at 11:59 AM, Daniel wrote: Should I have a Miscellaneous bucket for all those expenses that I didn't account for in my other buckets (one off expenses that I didn't anticipate), or should I handle those another way? Dan, You can but just make sure that you only use this for the truly odd- ball transactions. If it grows too large, you'll want to break out those transactions into stricter buckets. 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: Password protected documents are insecure
On Jun 11, 2009, at 5:19 PM, nihonjinrxs wrote: I believe there is a more pressing issue here, which is that you're putting your financial information into this software and there is no mention of security, encryption, or password protection of any kind on the website. Bank accounts, credit cards, etc. account information is going to be in these files. Don't you think it's a good idea for that data to be protected? This program is a good idea, but I'm not willing to put that data at risk, so I won't use it -- and I certainly won't pay for it -- until there's some protection built in. Hi Ryan, Your data is on your local computer. You can password protect and even use encrypted volumes if you'd like but encrypting a database causes a performance hit and isn't natively supported in Core Data at this time. I am a bit surprised that this is an issue. Unless your computer is physically accessed by someone else, your data should be very safe. Help me understand why you feel the need to encrypt individual local data files. 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: Credit Card Buckets for Finance Charges???
On Jun 9, 2009, at 2:59 PM, Dave wrote: Hello! I am wondering what everyone does for their finance charges. Do you put them in a bucket or not? Technically, you wouldn't have to b/c you are paying the charge and the payment at the same time. But I could see the other side too. What is the gist? Dave, I assign bank charges to a Bank Charges bucket but not credit card interest charges because they don't affect my cash flow. 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: Credit Card Buckets for Finance Charges???
Karen, I just pay a flat amount each month to eliminate my credit card debt. If you carry a balance, it's nearly impossible to separate principal from interest because interest is charged on interest. I don't use my cards anymore so all I care about is paying it off. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Jun 10, 2009, at 2:45 PM, Karen kar...@gmail.com wrote: Kevin, this may be an insanely stupid question but why wouldn't credit card interest affect your cash flow? Where does the interest money come from in the end? Karen On 10-Jun-09, at 2:11 PM, Kevin Hoctor wrote: On Jun 9, 2009, at 2:59 PM, Dave wrote: Hello! I am wondering what everyone does for their finance charges. Do you put them in a bucket or not? Technically, you wouldn't have to b/c you are paying the charge and the payment at the same time. But I could see the other side too. What is the gist? Dave, I assign bank charges to a Bank Charges bucket but not credit card interest charges because they don't affect my cash flow. 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: Suggestion: show matched transaction with a lighter(shadow bar)
On Jun 8, 2009, at 6:00 AM, prasanth wrote: I was going through my transactions to see where extra ones were showing up and highlighted all my accounts and just making sure all transactions that were transfers showed appropriately. Here I would have to click on show matching everytime to make sure they were linked correctly and it would have been helpful to have a lighter bar highlighted the corresponding matched transaction. Thanks for the suggestion. I'll add it to the list. 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: Allocating Income, I had to do 12 times
On Jun 7, 2009, at 3:54 AM, bazcurtis wrote: Thanks Drew and Kevin, I will make sure that is the setting. Once I have set that will that setting stick. This is the first time this has happened. Did the default change? Michael, I think back in 1.4.7 a bug was fixed that had the allocate income timing set to the second half of the month when it should have been the first. This would have filled the buckets too early. 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: Chase Bank
The online services cheat a bit. Check out this FAQ: Why doesn't MoneyWell support direct connect banking with my bank when online services seem to work? Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com On Jun 7, 2009, at 9:30 AM, nobody wrote: how is moneywell different from mint or yodlee in this regard? I downloaded the demo to give it a try, and found the same issue with Chase. However, Mint and yodlee connect and download w/o a single complaint? On Jun 4, 7:17 am, Kevin Hoctor ke...@nothirst.com wrote: On Jun 4, 2009, at 9:09 AM, Robb B wrote: Does anyone know if something special needs to be done to download transactions from Chase Bank, either checking or credit cards? Whenever I try to set up my chase accounts, it says invalid user name/ password or host not available. I am using the same user name/ passwords I use to log in to the Chase web site, and I have carefully typed and re-typed them several times, so I know they are entered correctly. Any help would be appreciated! Hi Robb, Chase requires that you sign up for direct connect service before you can use it. My suggestion is to contact Chase and tell them that you want direct connect access to these accounts with Quicken for Mac (don't say MoneyWell because it will confuse them). You can also do this on their website. They typically charge a fee but will waive it if your nice (or they have lots of your money already in their bank). Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLChttp://nothirst.comhttp:// 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: Download error
On Jun 7, 2009, at 9:55 AM, Betsy wrote: Well, we got this straightened out (thanks, Kevin!) Now I go back to my Citibank credit card again. That was the first one I set up, and it dutifully went out and pulled in all my transactions since December of last year. Wonderful. However, since then when I click on the Download button, I get the litte message that says Downloading OFX to Citicard, but nothing is actually downloaded. The account detail still says Updated 6/3/09. Is there another step that I've overlooked? I looked in the archives and saw some reference to having to pay for this service with Citibank. If that's the issue, why did I get transactions the first time I tried? Hi Betsy, If it worked the first time, it should continue to work. Please send your ofxlog.txt file to ke...@nothirst.com for review (not this forum). You can find it in your ~/Library/Application Support/ MoneyWell folder. Thanks. 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: Allocating Income, I had to do 12 times
On Jun 7, 2009, at 9:54 AM, Jason wrote: If I'm reading Drew's comments correctly, it seems to conflict with the logic outlined in the FAQ and link that he provides. The FAQ states: When set to the first half, MoneyWell will fill all the buckets set to First Half fully and the buckets set to All Month partially. Those buckets set to Second Half are ignored. The way I interpret this, if you set the allocation timing of a bucket to the first half of the month, that bucket is given priority and the fill to amount is filled completely. The FAQ seems to stated that you prioritize the timing of expense buckets based on when in the month (first half/second half) you pay the bill. It seems logical that you can then allocate income to those buckets in the first half of the month for expenses that are incurred in the first half of the month. Jason, From what I read, he had his buckets set to All Month and that's why he's not getting them filled completely until the Allocate Income panel is set to Second Half timing. During the first half of the month, the all month buckets get filled half of the remaining planned amount. You can see how this could continue to fill them partially. Lastly, is timing for when you allocate income a variable in this process? For example, I'm paid on the 15th and the 30th of the month and had planned on allocating income after I log income for each date. I'm assuming that I will log the income on the 15th, use the allocate income process, and my buckets that are set as first half will be prioritized. Then on the 30th, I'll do the same process and my buckets set for the second half will be prioritized. Am I understanding correctly and is this the best process to follow? Actually, the buckets are filled in priority order as you have placed them on the list. MoneyWell starts at the top and works its way down applying the other rules for first/second/all month timing. 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: Merging collumns in importing CSV from Dutch bank ING
On Jun 6, 2009, at 2:43 PM, Jouke wrote: Just switched to Mac and I have been looking for a decent Finance programming and I think I have found it in MoneyWell, until now I love it! Here is my question about importing the CSV-format. I use this for importing data from the Dutch bank ING. This format has the following fields: Datum,Naam / Omschrijving,Rekening,Tegenrekening,Code,Af Bij,Bedrag (EUR),MutatieSoort,Mededelingen i.e. Date, Name/description, my account nr, account nr of the other, Code, Deposit type, Amount, Type, Memo My problem is that I do not have enought collumns to assign to. Right now I use Memo for Name/description, Payee for the account number of the other and Check ref for the Type. But I miss Memo. I tried to assign Memo for two fields but that does not work, it will only use one (the last one I believe). Is this perhaps possible in a future release, I mean to merge two collumns? Because right now it's sometimes difficult to memorize what the transaction was for. And where is Check ref. for? I would recommend using the the Payee for Name/Description and the Memo to hold the account number. Don't use the Check Ref. unless this is actually a check (or cheque) written for a transaction. 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: Download error
On Jun 7, 2009, at 9:55 AM, Betsy wrote: Now I go back to my Citibank credit card again. That was the first one I set up, and it dutifully went out and pulled in all my transactions since December of last year. Wonderful. However, since then when I click on the Download button, I get the litte message that says Downloading OFX to Citicard, but nothing is actually downloaded. The account detail still says Updated 6/3/09. Is there another step that I've overlooked? Hi Betsy, After reviewing your log, I'm guessing that this is a problem with Citibank directly. Banks do have server issues occasionally. If this continues, I suggestion you contact them and tell them that you are having problems connecting to this account with Quicken for Mac (don't say MoneyWell because it will confuse them). 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: editing date for repeating transactions (future occurrences)
On Jun 7, 2009, at 1:52 PM, mrbriangi...@gmail.com wrote: This issue has been raised before but I don't think it's been addressed in any of the updates. Please allow repeating transactions to have their dates edited. For various reason banks may change the due date on a credit card or possibly a person may choose to pay a certain bill on a different time of the month but their is no way to edit this change for future occurrences. If I change the amount I pay on a repeating transaction the software asks if this change should be applied to this occurrence only or future occurrences. Couldn't the same option appear when you change the date on a future occurrence? Sorry, I do realize that this is an issue and it will be addressed in an upcoming release. Thanks for your patience. 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: Allocating Income, I had to do 12 times
On Jun 6, 2009, at 6:21 AM, bazcurtis wrote: I just checked and all buckets are set to All Month. Does that give any clues? Yes. That means that MoneyWell will not fill them completely until the Allocate Income panel is showing Second Half as the setting. 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: Money Flow
On Jun 5, 2009, at 2:15 PM, vivekn...@gmail.com wrote: Is there a way where money can flow in to my buckets automatically depending on my spending plan? Every month I have been allocating money manually at the beginning of the month. Hi Vivek, That's coming in a future release after some more user-defined rules are added so the automation doesn't cause more problems than it solves. 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: Allocating Income, I had to do 12 times
On Jun 5, 2009, at 1:35 PM, bazcurtis wrote: I am running 1.4.7 and will upgrade tomorrow, but I have just allocated my income for the month and I had to do it 12 times to get the full allocation allotted to the buckets. Normally it would allocated the full amount in one go. It has never done this before. Have I managed to tick something by mistake? All help would be most welcome. Hi Michael, The only thing I can think of is that the Timing settings were off on the Allocate Income panel. Is it possible that some of your buckets weren't set to fill until the second half of the month and the timing for the allocation was the first half? 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: Difference between a Charge and an Advance?
On Jun 5, 2009, at 5:55 PM, aynrandgirl wrote: The builtin Help doesn't say. For a credit card, an Advance is equivalent to a Check on a bank account. Some credit cards give you checks you can write to advance yourself money. 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: Previous fields change when editing the next transaction
I’m not aware of a problem like this. If you come across it again, please try to document some exact steps to reproduce it. Thanks. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com On Jun 3, 2009, at 11:54 PM, johna wrote: Update: Found that two transactions were continuing to behave erratically. Re-entered the transaction information for the two problem transactions in new transactions then deleted the two problem transactions. On Jun 3, 11:41 pm, johna john.amagli...@gmail.com wrote: I imported a number of transactions (OFX). After editing several transaction Payee fields, I noticed that some fields (particularly Bucket and Payee fields) in previous transactions began to change spontaneously, whenever I would edit a Payee field. There doesn't seem to be a very consistent behavior but generally, there's seems to be a one off behavior, as though the Payee value I'm typing would bump the previous edited Payee or Bucket field. Closed and opened Moneywell but behavior remains. Ideas? --~--~-~--~~~---~--~~ 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: Newbie: Income bucket flows are one way. What am I doing wrong?
On Jun 4, 2009, at 12:38 AM, CarmineM wrote: Trying to do allocations for past months is a total waste of energy because that's all history. Think so? Let me explain why past allocations are meaningful to me, perhaps you might help me finding a better way to manage this all. I need to track past flows because I have already saved for bills yet to come. E.g. Usually my electricity bill has a mean value of 90 every two months, so each month I save 45. What happens is that, from time to time, the bill's value I have to pay is over the mean value of 90. If I start tracking money flows from June 1st, I will have 45 allocated for electricity and when the bill arrives my electricity bucket will go below 0, which is absolutley false since I still have money left from past months rollovers. Makes any sense? Yes, that makes sense but what I'm saying is that the history is not the issue. If you have $2000 to spend as of June 1, it's easy to reset your cash flow start date and drop some of that in buckets that have a balance left. If you have allocated money for electricity and there is $45 left over, then just drag the salary bucket to the electric bucket and add $45. I know this is not ideal but creating money flows is pretty easy so the history isn't so important but the bucket balances are. With your register history, you can't just skip a month or two and restart it because you'll lose spending trends and that makes it harder to adjust future spending. One more question. How am I supposed to track the expenses for which I can't (and don't want to) allocate any money? You lost me here. Why can't you allocate money for an expense? I admit the question wasn't clear at all, I beg your pardon. Honestly it hasn't much sense either. Usually, those are expenses for which I cannot predict the allocations and that I get a reimbursement for from my employer. Since they are very frequent, I liked the idea to have them visible together with other buckets. Thanks for your help I think I understand. We used to have a similar issue with my wife's work. She was constantly being reimbursed for spending and usually not until a month later. What we did was take money from another bucket to fund this when necessary and then reimburse the other bucket when we were reimbursed. It's a hassle though and I think I can come up with a better way of doing this with an I.O.U. system of some sort. 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: back to MW after long absence / how to catch up in allocating
I would restart as of June 1. Check out the other thread that Terry and I have answered and also this FAQ: How do I tell MoneyWell how much money I have to spend at the start? Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com On Jun 4, 2009, at 1:25 AM, johna wrote: I'm wondering if it would be better just to change my cash flow start date to June 1. How would that affect my income bucket? On Jun 4, 1:11 am, johna john.amagli...@gmail.com wrote: I haven't been keeping up in my MoneWell document (no allocations for the last 2 or 3 months). I've caught up with inputing all my transactions. I'm assuming I would not run multiple allocations for each month but just pickup from now, that is, make my current buckets positive, then let MW allocate as it sees fit. Or, do I need to go back to each bucket for the last 2 or 3 months and manually allocate my spending plan amounts so that I'm not behind in budgeting my money for the year? --~--~-~--~~~---~--~~ 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: Result of the Bundle?
On Jun 4, 2009, at 8:49 AM, Glenn B. wrote: I tried MoneyWell before the new interface changes and with it being a part of the recent bundle I purchased, it gave me the reason I needed to switch. I've primarily used M$ Money, Crown MoneyMatters/Money Map, and with my switch to Mac, iBank. Envelope budgeting is the best way to manage finances for us and MoneyWell is integrating a LOT of features missing from the Crown software and I'm getting acclimated to it more each day. Thanks for the feedback Glenn! 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: Money Flows not in Bucket Summary Reports
On Jun 4, 2009, at 8:44 AM, Andrew wrote: I have setup MoneyWell, and am really liking it. I am trying to get the Reports to work as they seem to be intended to work, but I can't get the Bucket Summary Report to tell me how much is in the buckets. It shows me the total amount of the transactions in each bucket, but doesn't include the Money Flows, so basically all my buckets are IN THE RED. One example: I have one bucket for clothing for my son. There are two transactions totaling $47.09 assigned to the bucket. I allocated $50 to the bucket from my salary bucket and the money flow shows up in the list in the right-side panel, and the bucket balance shows a green badge with $2.91. When I run the Bucket Summary Report with all transactions and all dates, it shows his bucket at ($47.09) (in the red). How can I get a report to print out to show me how much is actually in the bucket and have it match what the bucket badges show in MoneyWell? Sorry Andrew, The bucket summary is currently for showing spending like a typical category report in other apps. A cash flow report is coming in a future release. 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: Easy way to check if I'm on track with my spending plan?
On Jun 4, 2009, at 9:06 AM, JeffCharles wrote: I am looking forward to the alternative graph views that your are developing. Even something as simple as a summary of all expense buckets to the right of the Expense label would be good. Jeff, You do know that if you select more than one bucket, the graph changes to reflect the sum of those buckets. This may not be exactly what you want but it can be handy (What is my spending trend for these three utility buckets?). 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: Chase Bank
On Jun 4, 2009, at 9:09 AM, Robb B wrote: Does anyone know if something special needs to be done to download transactions from Chase Bank, either checking or credit cards? Whenever I try to set up my chase accounts, it says invalid user name/ password or host not available. I am using the same user name/ passwords I use to log in to the Chase web site, and I have carefully typed and re-typed them several times, so I know they are entered correctly. Any help would be appreciated! Hi Robb, Chase requires that you sign up for direct connect service before you can use it. My suggestion is to contact Chase and tell them that you want direct connect access to these accounts with Quicken for Mac (don't say MoneyWell because it will confuse them). You can also do this on their website. They typically charge a fee but will waive it if your nice (or they have lots of your money already in their bank). 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: Handling complicated deposits
On May 31, 2009, at 11:24 AM, granado87 wrote: I was just wondering how I should handle this type of situation. I have a medical expense account, which I created in MW. When I receive a reimbursement check from the medical group, obviously I deposit it into my checking account. As well, I deposit another check (rebate check) with it, and may even withdraw cash from that as well. One deposit, 2 checks, 1 cash withdrawal, but all 1 interaction with the bank teller. When trying to account for this in MW, this involves a balance transfer from the medical expense account to my checking. However, the split transaction doesn't seem to let me input the rebate check as income. What I've had to do was create separate transactions and transfers to make it work. This involves a transfer of to cash to account for the cash withdrawal, and a separate deposit into my medical expense account to record rebate check. Is there a better way of doing this? When I first tried to do split transaction of the actual deposit, it didn't seem to allow for a cash withdrawal. Was I doing something wrong? Thanks for any help. Hi Michael, MoneyWell should handle this very well. You may have to rethink this situation a bit though. Here's the steps I used assuming my net deposit was $450 with two checks of $400 and $100 to deposit: 1. Create a new Deposit transaction 2. Enter the amount as $450 3. Assign the Medical/Dental bucket to this transaction 4. Click Create Split 5. Change the first amount to 400 and press enter 6. Set the new second line to Medical/Dental also 7. Set the amount on the second line to 100 8. A new third line with a -50 (negative) amount is shown 9. Click the checkbox in the C column for the third line to transfer this money into your cash account How does that work for you? 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: RSS feeds for the forum are truncated
On Jun 3, 2009, at 8:58 AM, Martin Cleaver wrote: Hi - sorry to open another thread, I tried to reply to this one, but it is closed http://groups.google.com/group/no-thirst-software/browse_frm/thread/773c111e16ed5dbe/42abc749d6538d3b?lnk=gstq=rss+feed#42abc749d6538d3b I use NetNewsWire on the Mac and iphone to read the forum, using the feed http://groups.google.com/group/no-thirst-software/feed/rss_v2_0_msgs.xml?num=50 Unfortunately on both only the first part of the message comes through, making the feed next to useless. If I read offline, and am interested, I can't get the rest of the posting. Having to catch up later defeats the purpose for me of using an offline reader, and reading in downtime. Any suggestions? Hi Martin, I haven't actually used the RSS feeds from Google Groups yet. I get these directly to an email address. I'm reviewing another tool to improve support management and that may improve this situation as well. Thanks. 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: Splits and cash
On Jun 3, 2009, at 8:59 AM, mark b wrote: I often get cash from supermarkets when buying groceries etc. I can split the payment into Grocery and Cash buckets but is there any way of making the cash split go into the cash account? Or do I need to do some extra transfers to make this work ? Hi Mark, Terry's suggest is spot on. Just use the Cash Only checkbox in the transaction detail or the C column in the split list. Also check out our Splitting Transactions video. It's a bit old, but I believe it shows this off well. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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: Trouble allocating income
On Jun 2, 2009, at 8:43 PM, Chuck B wrote: I'm a new user whose spent several hours with the tutorials, help files, FAQ, and setting everything up, but I still don't quite seem to get it. I've made several income buckets because I have several sources of income and I'd like to track each in the future as new money comes in. At the same time, since I'm starting out and don't yet have new deposits to put into my income buckets yet, I have the total amount of money of my starting balances in my combined bank accounts that I've put into an odd income bucket that I called Initial Dough that I want now to flow into my expense buckets according to my spending plan, which I've created. To do that, I assume that I click on the Allocate Income button. But doing that just opens the allocate Income dialogue box, which has a button to Save Allocation, but no button to flow the allocation to my expense buckets, as I'd expect. I don't get this. Shouldn't I be able to automatically flow the money out of my income bucket to all the expense buckets as I indicated in my spending plan? Hi Chuck, Look at the top of the Allocate Income panel. Under the Income to Allocate heading, there is a pop-up selector. It will show you Combined Income Buckets by default but this will only show money to allocate if you have check the Include in Combined Income option on the Account Detail (click on an account and look at the detail to the right on the main window). If you want to allocate from one specific income bucket, select it from this pop up and then use Allocate Income. I know from the tutorial that I can drag the income bucket over each expense bucket one at a time, but why would I want to do that? Too much work. Shouldn't this process be combined and automated in one step with the higher priority buckets getting more money and the lower priority buckets getting less? What don't I get? Also make sure that you have told MoneyWell how much money you have to spend initially. You don't have to use a special Initial Dough bucket because MoneyWell can put your initial amount into your main income bucket if you want. 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. 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: Am I doing this right?
On Jun 3, 2009, at 4:32 PM, moneybags wrote: New to MW as well. Once you click on a month's graph to see the activity for that month, how do you get back to the full/all-activity view? Thanks Just click on the background of the graph. 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: Download error
On Jun 3, 2009, at 7:19 PM, Betsy wrote: I am getting this error when trying to download accounts: [400] ERROR There was a problem accessing the URL for this financial institution. I searched the archives and found that this is a known issue with investment accounts. That's good to know as I thought perhaps my 401K and IRA had disappeared. :) However, I'm also getting the error with my American Express account, a credit card. It happens to be a Costco American Express card - would that make a difference? Or is there another issue? Sorry about the investment accounts. That is being fixed in the next release. The American Express card should work though. Please send your ofxlog.txt file to ke...@nothirst.com (make sure it's not going to the forum) for review. You can find it in your ~/Library/ Application Support/MoneyWell folder. Thanks. 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: Easy way to check if I'm on track with my spending plan?
On Jun 3, 2009, at 9:30 PM, JeffCharles wrote: How can I easily tell at the end of each month if I am sticking to my spending plan? I understand that I can see overspending for given buckets and flow money to those buckets from buckets with surpluses, but I'd like a summary figure telling me if I am over or under budget for all expense buckets as of a particular date. I am coming from Quicken. In that software, I can produce a budget report from the beginning of my budget year to the present that tells me exactly where I stand. i have not figured out a simple way to get the same information from MoneyWell. BTW, I am just learning the software, so I may have missed something obvious. Hi Jeff, There is no view right now that graphs an overview of all the buckets at one time, you have to select each bucket to see how you have spent on the Cash Flow Graph. Alternate graph views are coming in future releases. 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: Result of the Bundle?
On Jun 3, 2009, at 11:16 PM, Neil wrote: I've seen a huge spike in this forum. Is this because of the MacUpdate Bundle? http://www.mupromo.com/deal/852/5801/bundle Hang in there Kevin! Yep. Hangin' in there. Thanks! ;) 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: Soubts about buckets and multiple accounts
On Jun 2, 2009, at 4:15 AM, Oletros wrote: Hi, I have some doubts about how MW works. Currently I'm using 2 different documents, one for my personal accounts and another for my house accounts. If I use only one document for all the accounts, how the spending buckets will be treated? Do I have to duplicate buckets for the two accounts (Personal Restaurants and House Restaurants) or I can use just one (Restaurants) and I can view the bucket for the two accounts? Hello, Actually, I don't see the difference between house and personal accounts. If you are trying to use an envelope budgeting system (or any budget really), you can't break out accounts like this or you will end up losing track of where you money is really spent. The whole idea is to have one single set of buckets and only spend what has been allocated to the buckets so that you get away from viewing account balances as the source of your cash flow. The exception to this rule is if you are running a business and you need to keep business spending 100 percent separate from personal. Will the iPhone version deal with multiple documents? Yes, it will. 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: Reports : Bucket List
On Jun 1, 2009, at 2:11 AM, Glenn B. wrote: As a follow-up inquiry, I didn't see that I could add to that discussion, but wanted to fire it up again. Is there a report still coming that shows how much is in each bucket? Hi Glenn, Yes, that report is scheduled for the next release. 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: Newbie...importing Quicken Files
On May 31, 2009, at 11:00 PM, criggs wrote: I am trying to get my Quicken information into new accounts. I had a 'Personal' account in Quicken that had three sub-accounts (checking, savings, credit card). When I import this into MoneyWell the transactions for the checking account come in, but the ones for the savings and credit card account don't. How do I get those transactions to import? Hello, Did these other accounts actually get exported to the QIF file? Quicken can be cryptic sometimes about how to export all the 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: Cash Flow Start Date issues
On Jun 1, 2009, at 7:35 AM, DigiAngel wrote: Trying to get a handle on flows again...setup the plan...and I see a few issues with the Change Cash Flow Start date. 1. Changing Cash Flow Start Date doesn't show any changes until after you restart the application. 2. My flows can use Combined Total of Income Buckets to Allocate, so why can't I choose that for when I reset my Cash Flow Start Date? Hello, If you're using MoneyWell 1.4.8, the cash flow start date change should be reflected immediately in your bucket amounts. The only time this won't happen is if you have your view filtered to a specific month by clicking a column on the cash flow graph. Simply click the background of the graph to release this filter. If this isn't the problem, let me know and give me your exact steps so I can try to reproduce it. Why isn't the amount automatically added based on income buckets? Because that may not be your available money to spend. Please read How do I tell MoneyWell how much money I have to spend at the start? to see if that helps. Thanks. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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: Salary Rollover
On Jun 1, 2009, at 7:02 AM, Craig Stallwood wrote: I get paid on the 25th of the month and pay most of my bills on the 1st of the next month. I tried allocating my income when I got paid, using the 'Next month starts ?? days prior to end option, but all my buckets immediately filled up and I didn't know how much I had left to spend for this month, which is what I wanted to see. I read another post concerning this and it was suggested waiting until the 1st until allocating my income; I therefore left my salary in the Salary bucket but did not allocate it. I opened MoneyWell this morning (the 1st June) and it has almost doubled the amount in my Salary bucket. I really love using MoneyWell but this has really confused me! What has happened? Hi Craig, I'm a bit confused too. So did you allocate early using the Allocate Income option? If you did, then your buckets will get filled so you can start paying bills now instead of waiting until the first of the month. Once you use this option, you need to keep it set to that day range or MoneyWell will be confused about last months allocations and how they affect this month. One other thing you can try is to exit and restart MoneyWell. It's possible that the new month didn't get refreshed properly. 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] New Direct Connect Web Page
No Thirst Software has a new web page available so you can see what financial institutions we support with direct connect banking: Direct Connect Financial Institutions List This web page is dynamic and will change as we update our financial institutions database, which changes constantly lately. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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 an account from a second bank
On May 31, 2009, at 10:31 AM, DavidO wrote: In addition to my Bank of America account (which imported flawlessly), I have an account with PNC Bank. When I go through the same steps to import this information (enter my User Name and password), it brings up a window requiring me to enter the account information manually. I do this, click the box, but the account does not load or appear under the accounts window. Am I missing something here? PNC Bank connection info has been updated. Anyone having trouble connecting with it should please try to add a PNC account again please. 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: Budget forecasting - Question for a new user...
On May 31, 2009, at 7:32 PM, Reed wrote: If we could have the grapics for Cash Flow forecasts along with a calender view, this would make Moneywell impossible to beat Many more views are coming. ;) 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: After initial download - not seeing anything
On May 30, 2009, at 8:19 PM, Vermont Devil wrote: $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? Please send your ofxlog.txt file to ke...@nothirst.com for review. You can find it in your ~/Library/Application Support/MoneyWell folder. Thanks. 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: Nested Buckets
On May 30, 2009, at 10:14 PM, MoneyMan wrote: 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? I'm afraid not. MoneyWell will get more grouping options for accounts and views for buckets but I believe the envelope budgeting system requires a flat list or amounts can be hidden and could cause cash flow problems. 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: I just can't get started
On May 31, 2009, at 10:20 AM, DavidO wrote: OK, follow-up question. If I assume that the instruction in the FAQ to set the Starting Balance at $0 is incorrect ... if I set it instead to what my actual starting balance was on 12/5/08, then I get a big green checkmark ... and a Difference of $0. Is my account now reconciled? If so, is there a next step? There's no OK button to check... You don't need to click any OK button. It's saved immediately. Your Starting Date on your statement should be the date of your starting balance transaction if you want to use the zero method described on the FAQ. Sorry for not catching that. 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: I just can't get started
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 kar...@gmail.com 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 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: 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] Re: 1.5
Can you be more specific about what you mean? The 1.5 is a free release planned for this summer. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On May 29, 2009, at 5:41 AM, DM dyl...@gmail.com wrote: Hello, Im considering buying moneywell to replace ibank but the memorized transaction support is not quite enough for me in 1.4.8. The auto matching of transactions to buckets is a little too unspecific. What can we expect in 1.5? Any ideas on release date? DM --~--~-~--~~~---~--~~ 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: Tracking financial interactions with other people
The ability to track I.O.U.s in MoneyWell is already on the planned feature list. Thanks! Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On May 29, 2009, at 4:24 AM, Oleg Iavorskyi oleg.iavors...@gmail.com wrote: Thank you for reply. Maybe for this particular case it will work but in case I'd need to change money flows due to overtaking from Dining Out bucket it would be really hard to remember to move money back to the original bucket. In any case I think that owing money shouldn't be threated as income or expense. I didn't really eat out for two persons moreover I do need to know that I still have this money as my asset regardless of where they physically is. I think of them more like transfers and in other application I've modeled them as transfers too - from my checking account to special personal account John Doe, for example. This way I could see our interpersonal balance with John - either negative, when I have to return credit, or positive, when I should get them back. In MW we have buckets which complicates such interaction. Let's think about how in 1931 people owe money. There was no envelope signed like Owe to others as one couldn't plan for this. Usually it was money left in other envelopes or some savings. But how did these people know that money wasn't spent but rather blocked for some time? They should write it down somewhere! However MW doesn't provide such capability or I'm not smart enough to figure this out :). So the ultimate question is how to block some amount of money from being available for spending? It's not about setting start date for money flows. It's about having outside buckets where you could put and get money but these operations don't mean income or expenses. Such paradigm will solve not only problem of tracking interactions with other persons but also tracking of savings. Seems that I came up with kind of feature request :) However I understand that after yesterday's emails hell this may just be not the best time to post it. On 29 май, 01:42, Lance goo...@lancegeiger.com wrote: On May 28, 2:35 pm, Oleg Iavorskyi oleg.iavors...@gmail.com wrote: Hi! I'm new to MoneyWell but one day of evaluation was enough for me to decide that it completely fits my needs. The only problem I see is absence of straight instructions on how to handle interpersonal financial interactions in the application. I owe money from other people and they owe money from me quite often. I'd like to track such transactions in MW (they are cash only most of the time). Problem is how to do this correctly mixed with buckets paradigm. I hope next example scenario will help you to understand my problem better. I would recommend assigning the entire credit card transaction to your Dining Out bucket. When your colleague pays you back, you can manually enter a deposit into your cash account and also assign that to the Dining Out bucket so it gets credited back the amount you lended out. -Lance --~--~-~--~~~---~--~~ 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: 1.5
On May 29, 2009, at 1:43 PM, DM wrote: With iBank there is the notion of 'Smart Import Rules' where you can assign category (bucket) based on any of the fields of the transaction (memo, transaction type, payee) except amount and check number. You can create exact or sub string matches, and match if Any or All criteria of the rule match. iBank has been pretty unstable since 3 came out, looking for something better but I would miss this too much. Thanks for the feedback. MoneyWell actually searches both the payee and memo fields for the alias you set up in the memorized transactions. Any memorized transaction can have multiple aliases so you get an OR matching scenario as well. With each memorized transaction, you can tell MoneyWell to update individual fields as well as the payee or just the payee. I haven't really found a need in my transaction matching for more than this. What 1.5 will do is give you more control over generic terms that should be ignored like WITHDRAWAL or DEPOSIT so false positives can be reduced. 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: 1.5
On May 29, 2009, at 4:41 PM, DM wrote: Are the aliases exact string matches? My scenario is I have 'American Express' depositing money from credit card transaction into my bank account. The memo includes the date the transaction was processed so it is unique. Once a month they charge me their fees with a different (and also unique to that transaction) memo field. example: 05/04/09 AMERICAN EXPRESS, SETTLEMENT 090502,$143.60 05/04/09 AMERICAN EXPRESS, SETTLEMENT 090504,$745.49 05/01/09 AMERICAN EXPRESS, COLLECTION 090501,-$4.95 05/01/09 AMERICAN EXPRESS, SETTLEMENT 090501,$1,424.90 No, they are payee or memo CONTAINS alias tests. For the above, you could have one alias AMERICAN EXPRESS, COLLECTION to match the withdrawals and another AMERICAN EXPRESS, SETTLEMENT to match the deposits. You could even do AMERICAN EXPRESS for the latter because MoneyWell tests the longer aliases first and then checks for the shorter, more generic ones. The alias can be in any part of the payee or memo so you can have the alias MCDONAL and it will match a payee Electronic withdrawal to MCDONAL and your memorized payee can then be McDonald's and assign a bucket of Dining to the imported transaction. 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: Subtotals??!!
On May 29, 2009, at 7:37 PM, Duy wrote: Hi! I am new to Moneywell. Is there a way to display the subtotals after every transaction of the whole account? I know the total is displayed in the upper left hand side but I want to know what the total is after every transaction. Can you do that? Please read Why is there no running balance? for more information on daily balances. Thanks. 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: Moneywell is running at 98% cpu usage virtually all of the time… why?
On May 29, 2009, at 6:58 PM, markie mark wrote: no other apps are this cpu intensive! i have a 1gb macbook that runs Adobe Creative Suite and other apps with no problems. why does Moneywell need to use so much of the CPU processing? every time i try and do about half a dozen transactions the Macbook freezes with a spinning beach ball with the fans and disks working at full pelt. Moneywell becomes unresponsive. the only way round this is to force quit every time. not good… is there anything that can be done to solve this issue? i love this app but if this cannot work on my mac efficiently then i will be looking to use another app from another supplier very shortly. Hi Mark, MoneyWell doesn't use very much CPU at all normally. Please try deleting your preferences (~/Library/Preferences/ com.NoThirst.MoneyWell.plist) and then run MoneyWell again. 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: Changing the Month Cycle
On May 29, 2009, at 8:54 PM, wisemanleo wrote: I get paid monthly on the 12th, and so the monthly budget I want to create goes from the 12th to the 12th of every month. However, I notice that any scheduled transactions I create for any date between the 1st and the 12th, does not automatically deduct from the bucket amount the current date is still before the 1st (i.e, May 30th). Does Moneywell only strictly work from the first to the last of every month? Is it not possible to change this? MoneyWell does use a calendar month for its cash flow cycle. You can use adjust the allocate cycle a few days early in the Allocate Income panel if you use your end of month paycheck to fund the next month and wish to allocate early. 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: MoneyWell on AppStorm Financial Software for Mac: 7 Great Apps
On May 28, 2009, at 5:48 AM, David wrote: Happy to plug Moneywell! Not to be negative, but I cannot believe Quicken for Mac made it there, esp. vaporware... Interesting space for developers. Not saturated as one would assume. Yeah, that was a bit lame and so was leaving iBank off the list but then again, it's just a list. ;) 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: Bank of America connection problem
On May 28, 2009, at 11:59 AM, Brad wrote: I purchased this product a month ago and was just getting around to adding the rest of my bank account information. The order of events was as follows: update push of software upgrading to 1.4.8 from 1.4.7 and then I tried to add the Bank of America(non CA, WA, ID) and I get the following error: [2000] ERROR The product which you are using is not enabled. Please call customer service at 1.800.933.6262 for assistance. I have seen other BofA errors in the group recently; however, it appears they were all resolved with 1.4.8 beta. I upgraded to the 1.4.8 release, so I am at a loss. Hi Brad, Give it another try and make sure you have an account number assigned to your existing account. Our servers are a bit overloaded right now but you should be able to get the correct connection information. If this fails, please send your ofxlog.txt file to ke...@nothirst.com for review. You can find it in your ~/Library/Application Support/ MoneyWell folder. Thanks. 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: Russian translation...
On May 28, 2009, at 4:34 PM, drwol...@gmail.com wrote: What about other languages, especially Russian? I can help you with translation. Please contact me directly at ke...@nothirst.com and I'll discuss the translation options. Thanks! 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 Install - Accounts wont show up
On May 28, 2009, at 7:55 PM, J. Rhykerd wrote: I just installed a licensed copy of the program, and when I add my accounts, they dont show up. I try to link my PNC account, I enter my user info and pwd, and doesnt download anything, it just flips to the new account screen to name the account etc. Am I doing something wrong. Please send your ofxlog.txt file to ke...@nothirst.com for review. You can find it in your ~/Library/Application Support/MoneyWell folder. Thanks. 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 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] Re: Feature request - Styles
On May 27, 2009, at 3:49 PM, Vic wrote: Hello Kevin! It would be great if you make some styles pane or make fonts customizable 'cause it's too small. Thanks Hi Vic, Most of the font sizes are controlled by OS X. MoneyWell tries to use your system font and small system font sizes as often as possible so it adjusts with your system settings. If they are too small, it could be that you have a font issue on your Mac. 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] MoneyWell's criteria for duplicate matching
Since there are always questions about how MoneyWell decides which existing transactions match imported transactions, I have put a new FAQ on our website. Please read What criteria does MoneyWell use to match duplicate transactions? for the details. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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] MoneyWell on AppStorm Financial Software for Mac: 7 Great Apps
MoneyWell made it on AppStorm's blog Financial Software for Mac: 7 Great Apps: http://mac.appstorm.net/roundups/business/financial-software-for-mac-7-great-apps/ Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Check for Updates... Refresh bug
On May 24, 2009, at 8:38 AM, Scott B. wrote: I am not able to select the Check for Updates... menu item from the MoneyWell menu (grayed out) until I launch the app for a second time. I have noticed this with every upgrade so far as I have had to launch the app, quit the app, then launch the app again to get the Check for Updates... menu item to be selectable. Hi Scott, I'm not aware of this bug. Please try deleting your preferences (~/ Library/Preferences/com.NoThirst.MoneyWell.plist) and then run MoneyWell again. Let me know if you can recreate the problem after that. 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] MoneyWell 1.4.8 Released
MoneyWell 1.4.7 has been released! Use Check for Updates… to download it. You can review the changes in our release history page: http://nothirst.com/moneywell/history.html Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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: Reconcile and transfer problems
On May 21, 2009, at 10:13 AM, granado87 wrote: I've had some problems that I'm not sure how to deal with. I have a credit card that I'm trying to reconcile. I only made 1 payment with 3 transactions. However, the reconcile amount is not clearing. The starting and ending balances are correct, as well as the transaction amounts. However, MW still thinks there is a difference. Hello, Are you entering the starting and ending balances on the statement as negatives? Also, your starting balance transaction for a credit card or liability account is usually a Charge because credit cards are liability accounts and rarely carry a positive balance. For more reconciling tips, see What is reconciling an account and how do I do it? As well, I have my mortgage payment memorized. When I opened the transaction from pending, (I, too, was surprised like other members of this list that it wasn't automatic) my checking account sees the transaction, but my mortgage account doesn't. I'm not sure as to why. The transaction detail states that there is a transfer from my checking to my mortgage account. The two sides of a transfer are not connected in this manner. If you want to mark both sides as Open you'll need to do them both individually. This is changing in an upcoming release. I really want to like MW, but experiencing these kinds of problems are starting to wane on me--and I still have yet to fully learn the bucket concept. I could be doing something wrong. Any help would be appreciated. The bucket concept (envelope budgeting) shouldn't be too hard to learn. It takes a change of focus from account balances to bucket balances. Check out all our videos, articles, and FAQs to learn more. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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: fails to download bank transactions since updating to v 1.4.7 (246)
On May 21, 2009, at 10:21 AM, ciara belle wrote: i cant get any downloads from the download button since the last update... no error message - just acts like there is nothing new... but i checked boa.. there are several transactions since the 16th yet to download. (it would be nice if mw told me no new transactions or 20 new transactions etc after each download... its just silent.) ml os x 10.5.7 Please try the latest 1.4.8 RC and let me know if this fixes your problem: http://nothirst.com/moneywell/dlmwbeta.html I'm getting ready to release this version but I want to make sure there are absolutely no problems first. 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: Reports feature request - sort by amount
On May 20, 2009, at 8:16 AM, carlisia wrote: The transactions in the reports are listed alphabetically. It would be very useful to be able to sort them by amount. Actually, the transactions in the reports are sorted by date and an internal unique ID. Buckets and Accounts are in the sequence order you placed them by dragging them up or down their respective lists. If I'm misreading your question, please let me know. 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: The 1.4.8 beta cures my trouble
On May 19, 2009, at 2:54 PM, Brent wrote: I was having a lot of trouble importing files and downloading from my bank. I was poking around at nothirst.com to see if I could find a 1.4.5 to revert back to. I notice that a new beta (1.4.8) is available. I grabbed it, and so far, no more troubles! If you are experiencing the kind of headaches I was with 1.4.7, you may want to give the beta a shot. It's a lease candidate, so I am guessing it is fairly stable. Thanks Brent, MoneyWell 1.4.8 is stable and I've been having selective customers test it. It is open for all that want to try it: http://nothirst.com/moneywell/dlmwbeta.html Send your responses directly to ke...@nothirst.com. Thanks. 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: Feature Requests - Calculator and Sales Tax entry codes
On May 17, 2009, at 11:27 PM, pacer wrote: I really like MoneyWell and really like the buckets idea, but am holding off moving from Quicken primarily due to the (apparent) lack of just a couple of features. When entering items from one receipt as a split transaction, a built-in calculator function is essential for me to quickly add up various items that all fit together into each expense bucket. As well, while entering these items, the ability to set and use single digit alpha sales tax codes (e.g. entering g on the keyboard would automatically add 5% to the item or total) would vastly improve my ability to handle the provincial sales tax and goods and services tax that we have in Ontario. Without these related features, it is a lengthy chore taking a long receipt full of various items with different tax amounts (some have no tax, some have PST only, some have GST only, some have both) and assign them in a split to various buckets. I hate to say it, but Quicken handles this pretty well (but the budget planning and interactive budget feedback are for the birds). I did notice a thread from December 2007 on this topic, in which future development along these lines was indicated, but have seen nothing since. Thanks for your consideration... An inline calculator is on the feature list for future releases but I haven't looked at the tax codes. I'll amend the feature ticket and see if that can be added at the same time. Thanks. 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: No able to direct download transactions
On May 18, 2009, at 9:26 AM, Adam Shepard wrote: Here is the Personal Finance Manager info page: https://www.ufcu.org/tools/help/personal_finance_managers/index.php Here are the instructions for MS Money: http://www.microsoft.com/money/Direct2ActiveConv.mspx And Quicken: https://www.ufcu.org/files/pdfs/quickenConversionInstructions.pdf Let me know if you can't access these pages, I can try and capture the info as an attachment. Thanks Adam, I was able to read them and they do say that the direct download (and bill pay) service has been shut down. You'll have to go through the two step process of downloading an OFX file from their site and importing it into MoneyWell. Sorry about that. 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: Request: smaller minimum window width
On May 17, 2009, at 12:10 PM, txcrew wrote: I apologize in advance for the vocabulary used to describe this, issue... I just thought I'd play around with this tweaked setting and in 1.4.7 I found that if you re-size the buckets pane down below the bottom of the program window, then back above the bottom and then scroll up and down, you get the attached graphical glitches (see: http://senduit.com/ece09f) . There are ways to clunk up the window. Those will go away with the Leopard-specific releases (1.5 and newer). For now, follow the advice of an old joke: Tommy says to his doctor, Doc, it hurts when I turn my head all the way to the left like this—OUCH! Doc replies, This is simple to fix Tommy. Stop doing that. 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: Pending transactions question
On May 17, 2009, at 12:42 PM, Brice wrote: Hi Kevin - Thanks for a great product! Thanks Brice! I have some scheduled transactions and I noticed that these do not appear to automatically change from a pending status to open when the current date is later than the scheduled transaction date. These pending transactions clear just fine when I download transactions but if I am between downloads they stay pending. As a result, the account balance is not updated in the account list to reflect the pending transaction although the balance does show correctly at the bottom of the document window. I was expecting the balances in the account list to reflect all transactions up to the current date. Currently, MoneyWell makes you switch those pending transactions manually. The reason for this is just to confirm that they are valid and you don't end up with transactions in your registry that never happened. A future release will prompt you for those and give you a one-click solution to flip them to Open. 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: using idisk as file location
On May 18, 2009, at 9:50 AM, tony.spranger wrote: i was wondering if i could save my document for moneywell to my idisk and then access it via 2 computers at different times with it always having an updated version of my document/file for moneywell? Hi Tony, You can't use your iDisk for this because it doesn't support the type of database access that MoneyWell uses. There are other products that allow you to sync folders and documents between two computers (I believe DropBox works well). You can also copy your updated file to your iDisk and then back down to the other computer or you can share a folder on a local network. Just make sure that you always only have one copy of MoneyWell accessing document at one time. There is no multi-user access. 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] Financial Institutions lookup fixed
FYI… If you tried to add a new account or financial institution connection and it didn't work over the past couple of days, that has been fixed. Please try again and report any problems you find. Sorry for this inconvenience. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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] Download/Import OFX issue with MoneyWell 1.4.6
If you are having a problem importing OFX files or direct connecting to your bank, please try the MoneyWell 1.4.7 release candidate and let me know if that helps: http://nothirst.com/moneywell/dlmwbeta.html Sorry for this inconvenience. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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: Investment Accounts
On May 16, 2009, at 11:36 AM, bwmietus wrote: Aloha - New member, and very pleased thus far. Question: When trying to setup investment accounts (Fidelity or USAA or Janus), while it will allow me to direct connect, and everything looks o.k., it doesn't actually download any information into the file (i.e. balances, cash, etc.). Also, it seems, that opposed to my older Quicken, there's not really an investment profile ledger, with cash, shares, share price, etc. Is that something in the works? Hi Brett, MoneyWell 1.4 doesn't store investment-specific details yet. This will be improved in the upcoming 1.5 released and further fleshed out in 2.0. 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: Unable to download transactions using 1.4.6
On May 15, 2009, at 2:01 PM, Brent wrote: I upgraded to 1.4.6 this morning and am unable to download transactions. From Activity Monitor, I can see that MW runs at 100% CPU and just grabs more and more memory. I killed it twice at about 700MB real 2.5GB virtual memory. I pulled 1.4.5 back out of the trash. It is able to download just fine. Hi Brent, Please send your ofxlog.txt file to ke...@nothirst.com for review. You can find it in your ~/Library/Application Support/MoneyWell folder. Thanks. 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: Request: smaller minimum window width
On May 14, 2009, at 11:01 AM, Dave Hirsch wrote: My laptop is a current-model MacBook with a horizontal width of 1280 pixels. The Moneywell window can go no smaller than 1000, I think, leaving little space for viewing anything else on the screen. I would love to be able to shrink the bucket list to 5 pixels and shrink the transaction list to 150 pixels and leave the details pane at 300, but the overall window size is limited to =1000. I think this limit is programmatically enforced, since the changes I tried in IB were overridden at runtime. It looks like the middle pane is not allowed to be arbitrarily small, however, because if you try to make that happen by making the bucket list big, there's a limit enforced. I wish that were not the case. HI Dave, The minimum window size limits have been reduced in the 1.4.6 release that is shipping in a few minutes. 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] MoneyWell 1.4.6 (243) Released
May 14, 2006 - MoneyWell 1.4.6 (243) has shipped. This update improves the handling of poorly formed OFX and QIF files and fixes recently reported bugs. You can update using the MoneyWell Check for Updates… command or by downloading it from our website. For a full list of changes, please visit our MoneyWell History page. Thank you to all the beta testers who worked quickly to test this release. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~-~--~~~---~--~~ 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: No able to direct download transactions
On May 14, 2009, at 3:57 PM, Adam wrote: I installed the update released this afternoon but it did not resolve my issue. Looking at the published documentation provided by my CU it seems the account numbers have been change to 10 digits, mine is nine and the account suffix is now four digits instead of one by adding extra zeros to both. I can still log into their web site using my nine digit account #. The login screen has changed. Previously I entered my account number and was shown an image and entered my password. Now I enter my acct # and password on the home page. No more identity picture. Don't know if this has any impact. Hi Adam, This update couldn't have fixed your problem. It seems like your CU has changed it's OFX information and I can't find any updated details. This is a separate process from your CU website login so even though both have changed, they might have changed in very different ways. I'll keep investigating this issue. 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: Request: smaller minimum window width
On May 12, 2009, at 10:25 PM, Dave Hirsch wrote: I have to enter credit card transactions by hand (because Bank of America is too lame to allow incremental transaction downloads, as far as I can tell: only whole-statement-worth downloads monthly). Hi Dave, I'm not aware of this kind of problem with Bank of America. You should be able to download an OFX file with a date range from them and even if you can't, MoneyWell should automatically eliminate the duplicates as long as you pick the OFX or QFX format. On my laptop, there's not enough screen real estate. I wish that the minimum window width were smaller. I wish that I could hide the bucket/account list column. (I know I can resize it, but even at its minimum size, I can't use that space to make the whole window smaller.) I wish that I could reduce the size of the middle column, too. The only panel you can't resize is the Detail panel on the right. The middle panel resizes with the window size and the left panel is adjustable. You will have more options in future releases, although MoneyWell 1.5 will require OS X Leopard. Which notebook do you have and what's the screen resolution? I might monkey with the program in Interface Builder to see if I can do this by hand, but I'm sure I'm not the only one who feels constrained in this way. Love the program! Thanks. I'll try to tweak the minimum number for you in the upcoming 1.4.6 patch so you don't have to mess with IB. 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 -~--~~~~--~~--~--~---
