[No Thirst Software] Re: Direct Download

[LineProphet]

Thanks Kevin! I'll give it a shot. I just have like 500 transactions
that it's trying to merge, I'll just have to sort them out one by one
when I have time, and assign buckets to all of them... probably not
necessary for past transactions, but I don't like seeing a number next
to unassigned...

Peace

nik

On Jun 2, 4:50 pm, Kevin Hoctor ke...@nothirst.com wrote:
 On Jun 2, 2009, at 1:12 PM, LineProphet wrote:

  I've been importing quicken files to my account, and just recently my
  bank showed up on direct download (woohooo!)

  Is there anyway to set how far back direct connect downloads? It's
  downloads an entire year's worth of stuff, and asks me to merge
  transactions... I say ok, and then my balances are off, I must be
  missing some transactions somewhere. Anyone else had this issue?

 You can use the Reset button on the Account Detail to tell MoneyWell  
 to download as many transactions as the bank offers but you can't  
 limit it.

 Check to make sure your starting balance transaction is correct. If  
 you had one before downloading older transactions, it's probably stuck  
 in the middle of your list.

 How can I get my balance in MoneyWell to match my bank balance?

 Peace,

 Kevin Hoctor
 ke...@nothirst.com
 No Thirst Software LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com
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[No Thirst Software] Re: Direct download vs. manual reconciliation?

[Kevin Hoctor]

You can add a direct connection to an existing account. Just select it  
and click Download and select a matching MoneyWell account when the  
downoaded accounts list panel appears.

It's always good to verify that your account is reconciled even with  
direct download. Your bank may still miss a transaction in the  
download process.

Peace,

Kevin Hoctor
No Thirst Software LLC
http://nothirst.com

Sent from my iPhone

On Feb 28, 2009, at 4:25 PM, Aaron akav...@gmail.com wrote:


 Up to this point, I have been entering all transactions manually in
 Moneywell and reconciling with bank transactions manually. I'm
 thinking of starting to use the Direct Download feature in order to
 save time, but I have a couple of questions about it:

 - Is it possible to start this on an existing account in Moneywell, or
 do you have to start your budget all over again? It appears that the
 process creates a new account.

 - Is there any need for reconciliation when you do direct download? If
 the source of all your data is the bank, reconciliation would seem to
 be redundant.

 

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