[No Thirst Software] Visit No Thirst Software Help Center

2011-07-02 Thread Kevin Hoctor
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

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[No Thirst Software] Re: MoneyWell 1.4.9 RC posted for testing

2009-06-17 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Debt Quencher feature request?

2009-06-15 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Request for Spending vs. Budget (Spending Plan) Amount Output Report

2009-06-15 Thread Kevin Hoctor

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
 


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[No Thirst Software] Re: Issue with segregating transactions from credit card account

2009-06-15 Thread Kevin Hoctor

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


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[No Thirst Software] Re: import with EUR currency

2009-06-14 Thread Kevin Hoctor

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

 

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[No Thirst Software] Re: Password protected documents are insecure

2009-06-14 Thread Kevin Hoctor

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


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[No Thirst Software] Re: US Bank and 15000] INFO (null) Error.

2009-06-12 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Inconsistent handling of credit card accounts?

2009-06-12 Thread Kevin Hoctor

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


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[No Thirst Software] Re: US Bank and 15000] INFO (null) Error.

2009-06-12 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Is it possible to set an income to be recorded every 4 weeks ...

2009-06-12 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Different Reconciliation Dates (non-assigned transactions)

2009-06-12 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Miscellaneous Bucket?

2009-06-12 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Password protected documents are insecure

2009-06-11 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Credit Card Buckets for Finance Charges???

2009-06-10 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Credit Card Buckets for Finance Charges???

2009-06-10 Thread Kevin Hoctor

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





 

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[No Thirst Software] Re: Suggestion: show matched transaction with a lighter(shadow bar)

2009-06-08 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Allocating Income, I had to do 12 times

2009-06-07 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Chase Bank

2009-06-07 Thread Kevin Hoctor
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

 


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[No Thirst Software] Re: Download error

2009-06-07 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Allocating Income, I had to do 12 times

2009-06-07 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Merging collumns in importing CSV from Dutch bank ING

2009-06-07 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Download error

2009-06-07 Thread Kevin Hoctor

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


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[No Thirst Software] Re: editing date for repeating transactions (future occurrences)

2009-06-07 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Allocating Income, I had to do 12 times

2009-06-06 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Money Flow

2009-06-05 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Allocating Income, I had to do 12 times

2009-06-05 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Difference between a Charge and an Advance?

2009-06-05 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Previous fields change when editing the next transaction

2009-06-04 Thread Kevin Hoctor

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?
 


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[No Thirst Software] Re: Newbie: Income bucket flows are one way. What am I doing wrong?

2009-06-04 Thread Kevin Hoctor

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


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[No Thirst Software] Re: back to MW after long absence / how to catch up in allocating

2009-06-04 Thread Kevin Hoctor
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?



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[No Thirst Software] Re: Result of the Bundle?

2009-06-04 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Money Flows not in Bucket Summary Reports

2009-06-04 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Easy way to check if I'm on track with my spending plan?

2009-06-04 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Chase Bank

2009-06-04 Thread Kevin Hoctor

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
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[No Thirst Software] Re: Handling complicated deposits

2009-06-03 Thread Kevin Hoctor

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


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[No Thirst Software] Re: RSS feeds for the forum are truncated

2009-06-03 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Splits and cash

2009-06-03 Thread Kevin Hoctor
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


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[No Thirst Software] Re: Trouble allocating income

2009-06-03 Thread Kevin Hoctor
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


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[No Thirst Software] Re: Am I doing this right?

2009-06-03 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Download error

2009-06-03 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Easy way to check if I'm on track with my spending plan?

2009-06-03 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Result of the Bundle?

2009-06-03 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Soubts about buckets and multiple accounts

2009-06-02 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Reports : Bucket List

2009-06-01 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Newbie...importing Quicken Files

2009-06-01 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Cash Flow Start Date issues

2009-06-01 Thread Kevin Hoctor
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:
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[No Thirst Software] Re: Salary Rollover

2009-06-01 Thread Kevin Hoctor

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


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[No Thirst Software] New Direct Connect Web Page

2009-06-01 Thread Kevin Hoctor
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:
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[No Thirst Software] Re: importing an account from a second bank

2009-06-01 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Budget forecasting - Question for a new user...

2009-06-01 Thread Kevin Hoctor

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


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[No Thirst Software] Re: After initial download - not seeing anything

2009-05-31 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Nested Buckets

2009-05-31 Thread Kevin Hoctor

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


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[No Thirst Software] Re: I just can't get started

2009-05-31 Thread Kevin Hoctor

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


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[No Thirst Software] Re: I just can't get started

2009-05-31 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Just bought the program and trying to get going for the first time

2009-05-30 Thread Kevin Hoctor

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!
 

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[No Thirst Software] Re: Just bought the program and trying to get going for the first time

2009-05-30 Thread Kevin Hoctor
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


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[No Thirst Software] Re: how to view total (balance and reconciled balance) for all accounts

2009-05-30 Thread Kevin Hoctor
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


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[No Thirst Software] Re: Import CSV - number format not working

2009-05-30 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Import CSV - number format not working

2009-05-30 Thread Kevin Hoctor

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


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[No Thirst Software] Re: New user, want to start on the right foot with especially with credit cards

2009-05-30 Thread Kevin Hoctor
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


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[No Thirst Software] Re: Importing from Paypal automatically creates new buckets I don't want

2009-05-30 Thread Kevin Hoctor

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


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[No Thirst Software] Re: 1.5

2009-05-29 Thread Kevin Hoctor

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

 

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[No Thirst Software] Re: Tracking financial interactions with other people

2009-05-29 Thread Kevin Hoctor

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
 

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[No Thirst Software] Re: 1.5

2009-05-29 Thread Kevin Hoctor

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


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[No Thirst Software] Re: 1.5

2009-05-29 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Subtotals??!!

2009-05-29 Thread Kevin Hoctor
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


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[No Thirst Software] Re: Moneywell is running at 98% cpu usage virtually all of the time… why?

2009-05-29 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Changing the Month Cycle

2009-05-29 Thread Kevin Hoctor

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


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[No Thirst Software] Re: MoneyWell on AppStorm Financial Software for Mac: 7 Great Apps

2009-05-28 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Bank of America connection problem

2009-05-28 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Russian translation...

2009-05-28 Thread Kevin Hoctor

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


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[No Thirst Software] Re: New Install - Accounts wont show up

2009-05-28 Thread Kevin Hoctor

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


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[No Thirst Software] Re: how to view total (balance and reconciled balance) for all accounts

2009-05-28 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Feature request - Styles

2009-05-27 Thread Kevin Hoctor

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


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[No Thirst Software] MoneyWell's criteria for duplicate matching

2009-05-26 Thread Kevin Hoctor
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/

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[No Thirst Software] MoneyWell on AppStorm Financial Software for Mac: 7 Great Apps

2009-05-26 Thread Kevin Hoctor
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:
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[No Thirst Software] Re: Bank of America (California) - Cannot Connect

2009-05-25 Thread Kevin Hoctor

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




 

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[No Thirst Software] Re: How to account for payments and credits as relating to credit cards

2009-05-25 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Smart transaction matching a bit too broad...

2009-05-25 Thread Kevin Hoctor

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


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[No Thirst Software] Re: scheduled transactions changed since last update

2009-05-25 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Check for Updates... Refresh bug

2009-05-24 Thread Kevin Hoctor

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


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[No Thirst Software] MoneyWell 1.4.8 Released

2009-05-23 Thread Kevin Hoctor
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/

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[No Thirst Software] Re: Reconcile and transfer problems

2009-05-21 Thread Kevin Hoctor
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/

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[No Thirst Software] Re: fails to download bank transactions since updating to v 1.4.7 (246)

2009-05-21 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Reports feature request - sort by amount

2009-05-20 Thread Kevin Hoctor

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


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[No Thirst Software] Re: The 1.4.8 beta cures my trouble

2009-05-19 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Feature Requests - Calculator and Sales Tax entry codes

2009-05-18 Thread Kevin Hoctor

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


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[No Thirst Software] Re: No able to direct download transactions

2009-05-18 Thread Kevin Hoctor
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


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[No Thirst Software] Re: Request: smaller minimum window width

2009-05-18 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Pending transactions question

2009-05-18 Thread Kevin Hoctor

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


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[No Thirst Software] Re: using idisk as file location

2009-05-18 Thread Kevin Hoctor

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


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[No Thirst Software] Financial Institutions lookup fixed

2009-05-16 Thread Kevin Hoctor
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


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[No Thirst Software] Download/Import OFX issue with MoneyWell 1.4.6

2009-05-16 Thread Kevin Hoctor
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


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[No Thirst Software] Re: Investment Accounts

2009-05-16 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Unable to download transactions using 1.4.6

2009-05-15 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Request: smaller minimum window width

2009-05-14 Thread Kevin Hoctor

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


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[No Thirst Software] MoneyWell 1.4.6 (243) Released

2009-05-14 Thread Kevin Hoctor
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:
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[No Thirst Software] Re: No able to direct download transactions

2009-05-14 Thread Kevin Hoctor

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


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[No Thirst Software] Re: Request: smaller minimum window width

2009-05-13 Thread Kevin Hoctor

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


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