[No Thirst Software] Re: Applescript to modify payee names

2009-02-24 Thread Kevin Hoctor
s wanting to do something similar. > It would need to be modified to work with your particular brand of > munged data, or things you wish to alter. I hope this helps others > > -Dave > > WARNING: THIS COULD DAMAGE YOUR FILE. DON'T DO THIS UNLESS YOU KNOW > WHAT Y

[No Thirst Software] Re: Applescript to modify payee names

2009-02-24 Thread Kevin Hoctor
ss useful. For ATM withdrawals, make sure you check out the "Cash Only" option to track your cash spending. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received

[No Thirst Software] Re: Updating Direct Connect

2009-02-24 Thread Kevin Hoctor
On Feb 23, 2009, at 3:26 PM, Brendon wrote: > On Feb 23, 11:28 am, Kevin Hoctor wrote: >> You shouldn't need any second step. When you click Download, >> MoneyWell >> will download your transactions and update your list automatically. >> Check to make sure

[No Thirst Software] Re: Depleting cash in cash account?

2009-02-24 Thread Kevin Hoctor
a cash account, it should already be out of the reach of your check account reconciliation. That's the whole purpose of having a separate cash account, so you can enter all your cash transactions in it and not affect your check register. Let me know if that didn't help enough.

[No Thirst Software] Re: case not ignored in sort

2009-02-24 Thread Kevin Hoctor
should be fixed in an upcoming release. It bugs me every time I see it. Sorry. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received this message because you are sub

[No Thirst Software] Re: Depleting cash in cash account?

2009-02-24 Thread Kevin Hoctor
ccount is built into the split so it's not affecting your register either. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received this message because you are subsc

[No Thirst Software] Re: Depleting cash in cash account?

2009-02-24 Thread Kevin Hoctor
x27;s important to track all your spending if you want to manage cash flow properly and start building wealth. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received this m

[No Thirst Software] Re: Driving me crazy!

2009-02-24 Thread Kevin Hoctor
nt in the middle section because MoneyWell has to show some number to give you an idea of how your month will look but it does use the actual amount. If you enter a zero as the bucket planned amount on that panel, MoneyWell will clear out all the months so you can simply add a single amo

[No Thirst Software] Re: Sign up to hear about MoneyWell Mobile

2009-02-24 Thread Kevin Hoctor
ut clogging the user forum with details. Stay tuned and sign up for the announcement if you haven't still: http://nothirst.com/moneywell/. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~--

[No Thirst Software] Re: Bottom "buckets balance" does not change

2009-02-24 Thread Kevin Hoctor
the current month are never included in these sums because that would cause some very negative buckets 3. Future pending transactions in the current month are only included if the View menu is set to Show Future Pending Transactions The bucket balance on the bottom of the window is j

[No Thirst Software] Re: entering next month payments and bucket totals

2009-02-24 Thread Kevin Hoctor
ure daily balance by selecting one of them. I hope this makes sense. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Feb 24, 2009, at 10:11 PM, Mikey wrote: > > My expectation is that if a transaction is marked as "pending", then > it w

[No Thirst Software] Re: entering next month payments and bucket totals

2009-02-24 Thread Kevin Hoctor
Sorry Mikey, That last response was to your question, not Rick's. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Feb 24, 2009, at 10:11 PM, Mikey wrote: > > My expectation is that if a transaction is marked as "pending", then >

[No Thirst Software] Re: Update similar transactions problem

2009-02-24 Thread Kevin Hoctor
MoneyWell is just trying to speed up the process by checking for other transactions that have a similar name. Unfortunately, "CHECK" and other generic names are common and it doesn't give you a way to ignore certain payee names yet. That's coming. Peace, Kevin Hocto

[No Thirst Software] Re: entering next month payments and bucket totals

2009-02-25 Thread Kevin Hoctor
aycheck today and put it in the envelope because that would probably cause you to have no money left for your other bills. Does this help? Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutori

[No Thirst Software] Re: Duplication of scheduled transactions

2009-02-25 Thread Kevin Hoctor
; are in the future, usually by a > day or two. Essentially, I'm paying the bills in advance, though most > take a few days to clear, so it works out in the end. > > Has anyone else seen this? Jason, I've had reports of this before but haven't nailed dow

[No Thirst Software] Re: How to group fixed recurring amounts

2009-02-25 Thread Kevin Hoctor
the detail. You may need to see detail there but could care less about utility breakdowns. There's no one right way. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You

[No Thirst Software] Re: Driving me crazy!

2009-02-25 Thread Kevin Hoctor
st paragraph about how you enter a zero to > "clear out the months".. wouldn't that cause your spending for that > bucket to be inaccurate? Entering a zero for the planned amount in the Planned column will zero out the months at the bottom so you can just enter one or tw

[No Thirst Software] Re: Income totals vs. Account totals / still wrapping my head around this

2009-02-25 Thread Kevin Hoctor
right amount to your primary income bucket to start your cash flow tracking. If you want me to review your document, please send it to my private address, ke...@nothirst.com. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~

[No Thirst Software] Re: The ol' more money in Income than Account issue again...

2009-02-25 Thread Kevin Hoctor
fooled because > the Register/Accounts portion is fully reconciled so at least I have > that. > > Just trying to figure out why I seem to have $1000 MORE than in my > income buckets than I actually in my account. Am I rambling again? > *sigh* > See my post in the other thread p

[No Thirst Software] Re: new month=new cash flow start date...HELP!

2009-02-25 Thread Kevin Hoctor
gt; the other? You should set both of them. The only time the amount is optional is if you really don't have any money available to spend or you primed your main income bucket by assigning a starting balance transaction to it if it occurred in the same month as your start date. Peace,

[No Thirst Software] Re: Confused about Allocate Income

2009-02-25 Thread Kevin Hoctor
at bill. You do that for all your buckets. Set their priority and timing so they get filled at the right time of the month so you have money in them to spend at that time. Does that help? Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blog

[No Thirst Software] Re: Hide Reconciled Transactions

2009-02-26 Thread Kevin Hoctor
pe of option. > > Is there a way to do this today? I'm using version 1.4.3(225) Hi Michael, That's not available right now but has been requested and is on the list for a future version. Thanks. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC

[No Thirst Software] Re: entering next month payments and bucket totals

2009-02-26 Thread Kevin Hoctor
o much that can be automated so we need to keep the human element in there and recognize that a big expense is coming up but MoneyWell or any other system won't alert us about it until it's due. As MoneyWell matures, so will it's abilities to manage more complex scenarios.

[No Thirst Software] Re: Frustrating Totals

2009-02-26 Thread Kevin Hoctor
e any previous money flows and let you start over. 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 &quo

[No Thirst Software] Re: Frustrating Totals

2009-02-26 Thread Kevin Hoctor
ing account. Your spending money would be the bank balance as of the end of day on 2/28 minus any outstanding checks or payments that haven't cleared. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~

[No Thirst Software] Re: Frustrating Totals

2009-02-26 Thread Kevin Hoctor
On Feb 26, 2009, at 3:52 PM, lterenzi wrote: > Ooh... I think i will do this to start March on an even footing... Thx Just to be clear, your cash flow start date always has to be the first of a month. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com h

[No Thirst Software] Re: Confused about Allocate Income

2009-02-26 Thread Kevin Hoctor
it. Is that correct? > If you click the Jan 2009 bar in the graph to filter to that time period and then Allocate Income, it will create money flows in that month. > Thanks; I love the great support on this forum! Peace, Kevin Hoctor ke

[No Thirst Software] Re: Petition ING Direct

2009-02-26 Thread Kevin Hoctor
vestigating other options for MoneyWell. At this point all the solutions look like they would require us to charge our customers a monthly fee. The solution doesn't look like it will happen soon though. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC ht

[No Thirst Software] Re: Are buckets mandatory?

2009-02-27 Thread Kevin Hoctor
If you don't want to bother with tracking cash flow and allocating income right away, just set your cash flow start date to a future date (Edit > Change Cash Flow Start Date) and MoneyWell will treat your buckets like categories and show you the amount spent for the

[No Thirst Software] Re: Petition ING Direct

2009-02-27 Thread Kevin Hoctor
manually entered and I reconcile daily. Keeps my > mind wrapped around my daily finances better. > > Just a personal pref though. I have wy too many transactions and too little time to enter many manually. I might do it more after a certain iPhone app is done. ;) Peace, Kevin Ho

[No Thirst Software] Re: link to this group in menu

2009-02-27 Thread Kevin Hoctor
On Feb 27, 2009, at 12:09 AM, prasanth wrote: > It would be great if you added a link to this group under the help > menu so that more people would know to look here for help/hints. Thanks for the suggestion! Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothir

[No Thirst Software] Re: Direct Connect

2009-02-28 Thread Kevin Hoctor
follow the prompts when you create a new document. Check out our Getting Started video for a step- by-step tutorial. Let me know if you are still having problems. Thanks. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Chec

[No Thirst Software] Re: Imported QIF has no figures

2009-02-28 Thread Kevin Hoctor
Well reads QIF files very well. There could be a problem with the file itself. Please send one of your QIF files to ke...@nothirst.com and I'll investigate this further. Thanks. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.co

[No Thirst Software] Re: Reconcile Feature Suggestion/Question

2009-02-28 Thread Kevin Hoctor
Only showing cleared transactions on the reconcile view would defeat the purpose of finding bank errors. MoneyWell auto-reconcile in an upcoming release and that may accomplish exactly what you want with even fewer steps from you. Peace, Kevin Hoctor No Thirst Software LLC http

[No Thirst Software] Re: Multi-currency transfers

2009-03-01 Thread Kevin Hoctor
the rates. You can also change the amount on either side of the transfer without changing the other in this scenario too. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 1, 2009, at 6:20 AM, psmart wrote: > > I have just started using Moneywell an

[No Thirst Software] Re: Multi-currency transfers

2009-03-01 Thread Kevin Hoctor
Paul, Future versions will track the exchange rate at the transaction level to make the bucket balances more accurate. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 1, 2009, at 9:34 AM, psmart wrote: > > Kevin, > > Oops .. I didn&#

[No Thirst Software] Re: Direct download vs. manual reconciliation?

2009-03-01 Thread Kevin Hoctor
iss a transaction in the download process. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Feb 28, 2009, at 4:25 PM, Aaron wrote: > > Up to this point, I have been entering all transactions manually in > Moneywell and reconciling with ban

[No Thirst Software] Re: Changes lost during transaction editing

2009-03-01 Thread Kevin Hoctor
o the editing pane? It is a big > hindrance to have to go to the mouse, move and click, then back to the > keyboard. There are two keyboard shortcuts to edit a transaction: Command-Return to edit starting at the date, and Command-Option-Return to edit starting at the bucket Peace, Kevin Ho

[No Thirst Software] Re: Start of the month question?

2009-03-01 Thread Kevin Hoctor
credit card transactions. Total your checking account balances LESS any pending transactions from those and go with that money. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~

[No Thirst Software] Re: Starting Over

2009-03-01 Thread Kevin Hoctor
e money to pay them once the time comes. You can transfer this money to savings once you allocate it, just remember to move it back prior to making the payment. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~-

[No Thirst Software] Re: Update Crashing

2009-03-02 Thread Kevin Hoctor
fixes that issue. If not, 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.b

[No Thirst Software] Re: Starting Over

2009-03-02 Thread Kevin Hoctor
ns affect the current month bucket totals if you have then visible (the View menu commands let you change what pending transactions are shown). I try to create pending transactions for all my consistent repeating payments. It helps me see what's coming up and how those will affect my f

[No Thirst Software] Re: Way to make the Memo field empty by default?

2009-03-02 Thread Kevin Hoctor
ious why you want all memos to be blank, I actually like having a bit more feedback on imported transactions. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You recei

[No Thirst Software] Re: About dates and searching

2009-03-02 Thread Kevin Hoctor
ths by clicking that bar of the graph (click the background of the graph to clear the filter). Let me know if this will work for you. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--

[No Thirst Software] Re: Feature Request

2009-03-02 Thread Kevin Hoctor
s about the commitment, but not related to any single transation. > > Examples... > > amount updated April & October > billed on 7th, due within 14 days > make sure to check www.abcde.com for usage > this is last years amount, next year should be close Thanks for the

[No Thirst Software] Re: New Allocation not 'Sticking' until I quit and restart

2009-03-02 Thread Kevin Hoctor
Hi Matt, Thanks. I'm not sure what happened. If this happens again, let me know. I'll try to recreate it. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 2, 2009, at 8:43 PM, Mattp98 wrote: > > I am using the latest version (1.4.3

[No Thirst Software] Re: Withdraw from savings

2009-03-02 Thread Kevin Hoctor
osit to your Savings bucket and then drag that bucket to another expense bucket to pay for a purchase or expense. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received

[No Thirst Software] Re: Should the Savings bucket be an Expense or income bucket?

2009-03-02 Thread Kevin Hoctor
ney on savings (a very good way to spend it right now). It is an expense but one that funds your buffer for unexpected expenses in the future. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~

[No Thirst Software] Re: Backing up MoneyWell

2009-03-03 Thread Kevin Hoctor
stores it's data in documents (saved where ever you have told it to save them) so you can make backups of just that document as well. I like to keep a backup of mine on my iDisk also because I want important files stored offsite in case my house is in a fire or flood. Peace,

[No Thirst Software] Re: Backing up MoneyWell

2009-03-03 Thread Kevin Hoctor
you saved it, hold down the Command key while clicking the document name in the MoneyWell main window title bar. It will show you the location and you can even select a folder from that pop-up to open. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothir

[No Thirst Software] Re: New Allocation not 'Sticking' until I quit and restart

2009-03-03 Thread Kevin Hoctor
art the app or edit > the transaction to "force" the setting. This is a known issue with refresh on import but I didn't know about the one that can happen after an allocation. I'll check on both of these and put out a patch. Thanks. Peace, Kevin Hoctor ke...@nothirst.com

[No Thirst Software] Re: Withdraw from savings

2009-03-03 Thread Kevin Hoctor
Savings bucket (even though it is an expense bucket) and fill other buckets for spending. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received this message because y

[No Thirst Software] Re: Downloaded transactions are not reflected in the graph for a respective bucket

2009-03-04 Thread Kevin Hoctor
at's happening. Please send your MoneyWell document to ke...@nothirst.com (do not reply to this email). Thanks. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You re

[No Thirst Software] Re: Basic Question....

2009-03-04 Thread Kevin Hoctor
Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 4, 2009, at 5:40 PM, Nordica wrote: > > I'm sure this has been asked & answered many times, i'm just not sure > how to search for it... > > If I pay my mortgage (due on the fi

[No Thirst Software] Re: Basic Question....

2009-03-05 Thread Kevin Hoctor
x27;t have enough money in your buckets. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 4, 2009, at 8:55 PM, Brett Nord wrote: > > hmm.. thanks Kevin and txcrew, but i don't think that's what i want to > do (I should have been clear

[No Thirst Software] Re: Can't delete bucket

2009-03-05 Thread Kevin Hoctor
nd move any transactions or money flows to the destination bucket. 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 G

[No Thirst Software] Re: Can't delete bucket

2009-03-05 Thread Kevin Hoctor
et so you can be sure that you have no transactions in them and then look at the bucket detail to make sure there are no money flows. You can remove money flows with the "-" button below the list. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http:

[No Thirst Software] Re: Flag?

2009-03-05 Thread Kevin Hoctor
actions. There have been times when I have had a question about one and need to talk to Judy but no way to mark it. This would also add a "Flagged" smart folder. Thanks! Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspo

[No Thirst Software] Re: Matching logic

2009-03-05 Thread Kevin Hoctor
sample file that you are importing? Send it directly to ke...@nothirst.com and not this forum please. I'll work on the matching bug in the next release. Thanks. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~-

[No Thirst Software] Re: Basic Question....

2009-03-05 Thread Kevin Hoctor
th, it will show up in March just at the end. You might consider the Feb. 26 transaction as a March one but try looking at it as a February one and let the April one be seen in March. Does that work? Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://no

[No Thirst Software] Re: Memorized transaction matching logic

2009-03-05 Thread Kevin Hoctor
HECK" or "ATM WITHDRAWAL" simply create two memorized transactions with those payee names and MoneyWell will add an alias with the same name. Now uncheck all the memorized saves for bucket and other fields and they will import fine without any problems. A future version of

[No Thirst Software] Re: Locking up

2009-03-05 Thread Kevin Hoctor
essage 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

[No Thirst Software] Re: buckets and categories

2009-03-05 Thread Kevin Hoctor
ing to do). > > So... any suggestions? Hello, MoneyWell allows you to assign buckets as tax-related so you can print out tax specific summary or detail reports. If you have both a personal and a work budget, I recommend creating two MoneyWell documents and keeping those separate. I d

[No Thirst Software] Re: Reconciling

2009-03-06 Thread Kevin Hoctor
were in Quicken. > In Quicken when I reconcile it ends up asking to pay off the balance > or a portion of it. Does this happen in MW. I'm not sure what you're asking, but MoneyWell does not prompt you to pay off anything. Peace, Kevin Hoctor ke...@nothirst.com

[No Thirst Software] Re: Reconciling

2009-03-06 Thread Kevin Hoctor
On Mar 6, 2009, at 10:10 AM, Arnie wrote: > I was entering positive numbers in the Starting and Ending Balances. > Now I am only $79 off. I guess I am not an accountant. Thanks for the > help. No problem Arnie. MoneyWell needs to be smarter about this and it will get there. Peac

[No Thirst Software] Re: [Feature Request] Quick view of rollovers, flows

2009-03-06 Thread Kevin Hoctor
flows) for that month. If you hover the cursor over a bar, you do get more info. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received this message because you are subs

[No Thirst Software] Re: first time income allocation

2009-03-06 Thread Kevin Hoctor
me know if you have more questions. 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

[No Thirst Software] Re: Changes lost during transaction editing

2009-03-07 Thread Kevin Hoctor
Thanks for the feedback all. I'll work on recreating and fixing this. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com On Mar 7, 2009, at 7:14 AM, ciara belle wrote: > > sorry - adding - mac os 10.5.6 intel based.

[No Thirst Software] Re: Cleared date changes automatically?

2009-03-07 Thread Kevin Hoctor
e the transaction date), or am I looking at > this the wrong way? Is there a better way to accomplish what I'm > trying to do? I'll look at this behavior. There are some reasons for syncing the two but if the transaction is already cleared or reconciled, that second date should

[No Thirst Software] Re: Order of memorized transactions

2009-03-07 Thread Kevin Hoctor
This has been a persistent bug that I just haven't fixed. Sorry. It will get taken care of in one of the next couple of releases. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--

[No Thirst Software] Re: buckets and categories

2009-03-07 Thread Kevin Hoctor
operly visualize as a list of buckets. Because there are times when reporting needs to be more detailed than budgeting, a future version of MoneyWell will offer tags as well as buckets. This will allow you to tag a special event or tag transactions for a specific person to report on his or her

[No Thirst Software] Re: Optimal savings setup

2009-03-07 Thread Kevin Hoctor
nually build a war chest of money so I'm ready when they happen. There's no way to budget for everything but it sounds like you have a good handle on it. Just don't try to force savings into buckets except for the setting aside money part. Peace, Kevin Hoctor ke...@nothi

[No Thirst Software] Re: Opening balance and Salary bucket question.

2009-03-07 Thread Kevin Hoctor
my expenditures like this, in any meaningful > fashion, and actually enjoy the process. So kudos for that Kevin. Thank you very much! Please check out our videos to get more details about setting up your cash flow. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://not

[No Thirst Software] Re: Import window not disappearing?

2009-03-09 Thread Kevin Hoctor
On Mar 8, 2009, at 6:52 PM, Jason Frisvold wrote: > On Feb 24, 2009, at 2:47 PM, Jason Frisvold wrote: >> Kevin Hoctor wrote: >>> Hi Jason, >>> >>> This means that something failed in the process. It would help me >>> if I >>> saw the Consol

[No Thirst Software] Re: Merge not working after bank upgrades

2009-03-09 Thread Kevin Hoctor
anyone else seen this? > Am I doomed to a life of manual merges? > > BTW the bank is ESL (Eastman Saving and Loan) Federal Credit Union. Jaysen, Can you send me a small OFX file to review? I want to see if they have removed the transaction identifiers. Send it directly to ke...@nothirst.

[No Thirst Software] Re: Leftover transactions in Reconciliation

2009-03-09 Thread Kevin Hoctor
being reconciled if they really aren’t on that statement. Once you check all the transactions that have cleared, you should have a reconciled statement. Let me know if I can help more after you review the video. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.

[No Thirst Software] Re: MW crashing when starting a new account

2009-03-09 Thread Kevin Hoctor
er) 2. Click All Messages in the left panel 3. Filter the list to MoneyWell using the "Filter" in the upper right 4. Select several of the most recent messages around the date you were seeing this problem 5. Copy them and paste them into an email message to ke...@nothirst.com

[No Thirst Software] Re: Updating similar transactions ques.

2009-03-09 Thread Kevin Hoctor
#x27;ve wanted to so it became a low priority change. Why don't you want to change most of the transactions? Are you not wanting the Payee name updated or is it a bucket assignment change that concerns you? Remember, MoneyWell won't change an existing bucket assignment, it will only

[No Thirst Software] Re: Updating similar transactions ques.

2009-03-09 Thread Kevin Hoctor
Yes, that does. If there is anything unique about the memo, the latest version of MoneyWell can match an alias to part of it. That can help you improve the import process. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 9, 2009, at 9:56 AM, Jaysen

[No Thirst Software] Re: Where is Bank Info stored?

2009-03-10 Thread Kevin Hoctor
is MW keeping it someplace else? > > Thanks! Dennis, It's in the MoneyWell document with all your transactions and accounts. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~--

[No Thirst Software] Re: Help! This is so not working.

2009-03-11 Thread Kevin Hoctor
10.5.6 and Monewell 1.4.2. > You actually should be running 1.4.3. Use the MoneyWell > Check for Updates… command to get the latest version please. > Does anyone know what causes this? It's frustrating, because it is > really defeating the purpose of the app. Let me know if th

[No Thirst Software] Re: Help! This is so not working.

2009-03-11 Thread Kevin Hoctor
will take care of all the money you had left over from previous months. Check out our Getting Started and other video tutorials and let me know if they help. Peace, Kevin Hoctor No Thirst Software LLC ke...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check out our Mone

[No Thirst Software] Re: Updating similar transactions ques.

2009-03-11 Thread Kevin Hoctor
On Mar 11, 2009, at 3:09 PM, n. wrote: > On Mar 9, 6:58 am, Kevin Hoctor wrote: > >> I have thought of adding this but there are very few scenarios where >> I've wanted to so it became a low priority change. Why don't you want >> to change most of the transacti

[No Thirst Software] Re: switching "Memo" to "Payee" process/function?

2009-03-11 Thread Kevin Hoctor
ot;Memo" text to be just > moved to the other column (Payee)? That's not an easy action unfortunately. I'm adding an option to swap these two fields but I'm not sure when that will appear. It should be 1.5 at the latest. You should also complain loudly to

[No Thirst Software] Re: import

2009-03-11 Thread Kevin Hoctor
date listed next to it. If you want to send your CSV file to ke...@nothirst.com , I'll look at it and offer a date format suggestion. Also, if your bank offers OFX or QIF, use those instead since they are more comprehensive formats. Peace, Kevin Hoctor ke...@nothirst.com No Thir

[No Thirst Software] Re: Importing an QFX to an existing account

2009-03-11 Thread Kevin Hoctor
format than QIF and should always be used when available. All you need to do is to copy the account number from the QFX created accounts and past it on the existing accounts to get the QFX import to match up with existing accounts. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software L

[No Thirst Software] Re: import

2009-03-12 Thread Kevin Hoctor
for a sample import line in the file containing a date and shows you the sample conversion next to the format entry. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You rec

[No Thirst Software] Re: Update Similar Transaction

2009-03-12 Thread Kevin Hoctor
me bucket to the group or any of the individual fields. You can also drag and drop a group of transactions to buckets to do the assignment. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~--

[No Thirst Software] Re: Updating similar transactions ques.

2009-03-12 Thread Kevin Hoctor
On Mar 11, 2009, at 10:04 PM, Patricia Cross wrote: > On Mar 11, 2009, at 4:29 PM, Kevin Hoctor wrote: > >> I apologize about this problem but the idea that a financial >> institution would label everything as WITHDRAWAL is a bit crazy. When >> a transaction is processe

[No Thirst Software] Re: Direct Connect with Citibank worth the fees?

2009-03-12 Thread Kevin Hoctor
en she hadn't left the store yet). This kind of solid information processing has helped keep me with them even though I pay $9.95 per month to use one-click MoneyWell access. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com

[No Thirst Software] Re: Direct Connect with Citibank worth the fees?

2009-03-12 Thread Kevin Hoctor
from Chase? Yes. I skip the small ones but any major withdrawals or deposits are registered immediately so I don't overspend buckets or overdraft my accounts. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://ke

[No Thirst Software] Re: Keyboard shortcuts for d check data entry

2009-03-13 Thread Kevin Hoctor
field. No need to type the full date. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 12, 2009, at 11:41 PM, Michael wrote: > > Hi, I just purchased Moneywell and am trying it out. > One basic usability issue (and i apologize if I am missing so

[No Thirst Software] Re: Spending plan salary is wrong

2009-03-13 Thread Kevin Hoctor
Tim, No, it's because if you get paid every two weeks, you get 26 paychecks. If you get paid twice a month, you get 24 paychecks. MoneyWell is taking your $1112 x 26 / 24 to give you a half month amount. Does this make sense? Peace, Kevin Hoctor ke...@nothirst.com No T

[No Thirst Software] Re: change default bucket currency

2009-03-15 Thread Kevin Hoctor
Hello, MoneyWell uses your default system currency as the bucket currency. Just change your System Preferences and that will fix it. You can have different currencies for each account still by setting that in the Account Detail. Peace, Kevin Hoctor No Thirst Software LLC http

[No Thirst Software] Re: Bucket error

2009-03-16 Thread Kevin Hoctor
of your available cash. The goal of MoneyWell is to get you on a "cash only" spending plan. Let me know if this helps any or if you have more questions please. Peace, Kevin Hoctor No Thirst Software LLC supp...@nothirst.com http://nothirst.com http://kevinhoctor.blogspot.com Check

[No Thirst Software] Re: Bucket error

2009-03-16 Thread Kevin Hoctor
On Mar 16, 2009, at 10:38 AM, Kevin Hoctor wrote: > Hi Jay, Sorry James. I don't know why I called you Jay. I'll get my eyes checked soon. ;) Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor

[No Thirst Software] Re: Bucket error

2009-03-16 Thread Kevin Hoctor
Yes. Moneywell Mobile is in development now. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 16, 2009, at 11:39 AM, Bills wrote: > > Thank you for your prompt response. I'll try your suggestions. As far > as correcting yourself reg

[No Thirst Software] Re: feature request: a "non-reconciled" smart bucket

2009-03-16 Thread Kevin Hoctor
The Smart Bucket feature will appear in the 2.0 version of MoneyWell. 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

[No Thirst Software] Re: Spending plan salary is wrong

2009-03-16 Thread Kevin Hoctor
ry two weeks also and she also receives overtime pay so we budget for her minimum salary and use the excess to improve our financial picture. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.

[No Thirst Software] Debt Quencher 1.2.2 released

2009-03-16 Thread Kevin Hoctor
ry strings to hide parentheses when account number is missing - Updated main and document icons You can get the latest update using the Debt Quencher > Check for Updates… command or by visiting the Debt Quencher download page: http://nothirst.com/debtquencher/download.html Peace, Ke

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