[No Thirst Software] Re: Issue with segregating transactions from credit card account
We do have only one MoneyWell document. We each have our own checking account. My wife is able to download the credit card transactions related to her account without seeing mine so we are accounting for all transactions. It is my account that has this issue of seeing/ getting both of our transactions. What about the question related to MoneyWell recognizing that a transaction has been downloaded even though the transaction has been deleted from my ledger? Thanks, Larry On Jun 15, 10:48 pm, Kevin Hoctor ke...@nothirst.com wrote: 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 LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received this message because you are subscribed to the Google Groups No Thirst Software User Forum group. To post to this group, send email to no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Issue with segregating transactions from credit card account
On Jun 15, 2009, at 8:14 PM, Larry wrote: I am the primary card holder on a credit card account. My wife is secondary on my account and has her own card with a unique credit card number. This is a card we pay off monthly and I am trying to track my transactions separately than hers. When I sync up and download my information I get her transactions and mine. The only way I have of removing her transactions is to look online and delete her transactions from my Moneywell account ledger. Questions: 1) Can MoneyWell segregate these transactions 2) If not, does/should MoneyWell recognize when a transaction has been downloaded and deleted? To date I have been deleting my wife's transactions. However, when I download to update my ledger at a later date, I keep getting some of my wife's transactions that I have already deleted from my ledger. It would be handy if MoneyWell somehow tracked that the transactions had already been downloaded and ignore them so that I would not have to continually delete my wife's transactions. I hope this makes sense and perhaps someone has had a similar issue that could provide some guidance. Hi Larry, If your credit card company doesn't segregate these, then MoneyWell can't and probably shouldn't. Even though it is a different card number, it's the same credit card account and you should be tracking it as one account. I would also suggest that you keep both your and your wife's transactions in the same MoneyWell document. It's very hard to maintain two separate envelope budgets and not have any cross- pollination. Having two documents leaves room for error. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ You received this message because you are subscribed to the Google Groups No Thirst Software User Forum group. To post to this group, send email to no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
[No Thirst Software] Re: Issue with segregating transactions from credit card account
On Jun 15, 6:14 pm, Larry lwas...@me.com wrote: I hope this makes sense and perhaps someone has had a similar issue that could provide some guidance. Hi Larry, Why don't you want to track your wife's transactions in MoneyWell as well? If nothing else, it would ensure that all her transactions are properly accounted for and her share of the balance gets paid. Treating some of your transactions in this under the table manner can be dangerous as it's not hard to make a mistake and end up thinking you have more money to spend than you really do. Regarding the issue you describe (MoneyWell redownloading deleted transactions) I also ran into this when I started using MoneyWell. I think the problem is that MoneyWell will download whatever the maximum range of transactions your bank will provide. If you've previously deleted some of those and then do another download, MoneyWell doesn't realize this and keeps adding them back. This drove me crazy for a few weeks when I first started, but eventually solved itself when my bank's download window went past those deleted transactions :) -Lance --~--~-~--~~~---~--~~ You received this message because you are subscribed to the Google Groups No Thirst Software User Forum group. To post to this group, send email to no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~--~~~~--~~--~--~---
