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 <[email protected]> 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 > [email protected] > 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 [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
