1.4.2 solved all these issues, Kevin. The accounts are now direct
downloading. Thank you!
On Dec 14 2008, 7:29 am, Kevin Hoctor wrote:
> On Dec 14, 2008, at 12:46 AM, Mac wrote:
>
> > Still getting the same error that it's having trouble connecting to
> > that URL. But my internet is running fin
Auto import? Can you explain what you mean by that please?
Peace,
Kevin Hoctor
No Thirst Software LLC
http://nothirst.com
Sent from my iPhone
On Jan 5, 2009, at 10:04 PM, Kevin Blaine wrote:
>
> Hi there, I checked in about a year ago with version 1.2 of Moneywell
> for Auto Import support.
Select two transactions from different accounts (select both accounts
first) and then you can use it.
Peace,
Kevin Hoctor
No Thirst Software LLC
http://nothirst.com
Sent from my iPhone
On Jan 5, 2009, at 10:13 PM, Steve wrote:
>
> Hi Kevin -- loving the new changes it's getting better all
If they are a transfer in MoneyWell, they will not show up in
unassigned. You can right-click on any transaction though and set it
as bucket optional.
Peace,
Kevin Hoctor
No Thirst Software LLC
http://nothirst.com
Sent from my iPhone
On Jan 5, 2009, at 10:45 PM, prasanth wrote:
>
> So I
So I understand the concept of not assigning both sides of a transfer
to a bucket. My anal side though sees transactions in the credit
cards where i am paying off debts showing the transactions as
transfers but also falling in the unassigned category on the left. Is
there a way to have these sto
Hi Kevin -- loving the new changes it's getting better all the time.
Out of curiosity under the Transaction menu it has 'Create Transfer
from Selection' and I have not seen it other than dimmed -- is that
function not implemented? It is not a necessary thing -- just
wondering.
Steve
--~--~---
Hi there, I checked in about a year ago with version 1.2 of Moneywell
for Auto Import support. Is it available yet? I've scoured the
website, and I haven't found any indication of it being supported in
this version.
Thanks!
~Kevin
--~--~-~--~~~---~--~~
You receive
Hi Kevin,
I faced some confusion on getting started. I was moving from another
envelope style software to MoneyWell. I put in my starting balance,
marked it for the salary bucket, then allocated that income according
to the amounts I had available in my envelopes on my old system. It
took me a whi
Hello,
I've noticed that when I move money from one expense bucket to
another, that amount shows up under the "Allocated" column of the
income allocation panel. I think it would be nice to make this
optional.
Example:
- I allocate $100 to electricity and $100 to groceries
- On an extra cold month
Hey there!
Been wanting to try this for so long. I have downloaded and deleted it
many times as I didn't feel ready to rethink my daily financial
workflow. But it is a new year so what the heck!
Three initial questions...
1. One of our income sources falls on the last business day of the
month
> Yes, user-defined smart buckets are coming in the 2.0 release. That
> will be later in 2009 because we are working on an iPhone version,
> MoneyWell Mobile, to sync with MoneyWell for your desktop first.
I hate to be a dissenting voice, but is there a consensus that people
want MW for iPhon
I like it. That way you know when they are due. You could also fill
in the correct amount when you get the bill.
Blaine
On Jan 5, 5:50 pm, "Matt Gregory" wrote:
> For these I like to schedule them, but leave the amount at $0.00.
> This way it's fairly obvious it needs to be updated with the c
MoneyWell 1.4.2 has been released!
You should be getting an automatic notice about it when you run
MoneyWell the next time. You can also use the MoneyWell > Check for
Updates… command to get it as well.
Version 1.4.2 (217)
- Dramatically increased speed of import processing
- Added abilit
Hi Kevin,
I was curious if when directly downloading from a financial
institution, if MoneyWell considers account transfers and creates a
link automatically for those? For instance, when I download from my
bank it shows a transaction in my Checking register called "Online
Transfer to SAV X".
For these I like to schedule them, but leave the amount at $0.00.
This way it's fairly obvious it needs to be updated with the correct
amount. I like having them all enter the register automatically so I
can mark them each open as I handle each and when no more are pending
I'm done.
matt.
On Mo
On Jan 5, 2009, at 1:19 PM, Christopher Larson wrote:
> I have a little feature suggestion for your next major release. I
> think it'd be useful to allow the user to input a nonexistent bucket
> name on a transaction, and within the error dialog, have a third
> button, which lets you create that
On Jan 5, 2009, at 1:37 PM, Christopher Larson wrote:
> I noticed a little bug when reordering buckets. You can drag a button
> above the top entry, to make it the top entry, but you can't drag a
> bucket below the bottom entry, to make it the bottom entry. You have
> to drag it to just above t
On Jan 5, 2009, at 2:45 PM, bephipps wrote:
> What is the best way to work with monthly bills (phone, electricity,
> etc)? I would like to schedule them. The only issue is that they
> very in amount due from month to month. Should I schedule them as a
> recurring payment and just change the am
On Jan 5, 2009, at 4:41 PM, Jaysen wrote:
> OH OH OH one I can answer!
>
> Select the bucket, then in the accounts section of the left panel
> select all the accounts you want to see. As you select an account its
> matching transactions will be added to the transactions pane.
Good answer Jaysen
OH OH OH one I can answer!
Select the bucket, then in the accounts section of the left panel
select all the accounts you want to see. As you select an account its
matching transactions will be added to the transactions pane.
Make sense?
Jaysen
On Jan 5, 5:20 pm, bephipps wrote:
> I have figur
I have figured out how to see all transactions in an account (select
account and select all transactions bucket). I would like to see all
transactions to one of my buckets (from all accounts). Can this be
done?
Thanks, Blaine
--~--~-~--~~~---~--~~
You received th
What is the best way to work with monthly bills (phone, electricity,
etc)? I would like to schedule them. The only issue is that they
very in amount due from month to month. Should I schedule them as a
recurring payment and just change the amount as the bills come in?
Also do i need to change i
I noticed a little bug when reordering buckets. You can drag a button
above the top entry, to make it the top entry, but you can't drag a
bucket below the bottom entry, to make it the bottom entry. You have
to drag it to just above the bottom one, then drag the bottom one
above it. It's
On Jan 5, 2009, at 12:41 PM, Christopher Larson wrote:
> Would it be at all possible to get the issue fixed where the bucket
> amounts don't refresh when you toggle the Hide Future Pending
> Transactions option? Not necessarily in 1.4.2, of course, but
> sometime soon would be good :) It's
I have a little feature suggestion for your next major release. I
think it'd be useful to allow the user to input a nonexistent bucket
name on a transaction, and within the error dialog, have a third
button, which lets you create that bucket, opening the bucket creation
dialog.
--
Chris
On Jan 5, 2009, at 12:36 PM, Bill Nalen wrote:
> Working fine.
>
> If custom smart buckets aren't on the list for 2.0, can you add it?
> The predicate editor for Leopard makes it pretty easy, though that
> would make you 10.5+ only.
Thanks Bill,
User-defined smart buckets are number one (or cl
On Jan 5, 2009, at 11:31 AM, Kevin Hoctor wrote:
> Release Candidate Testers,
>
> Okay, here is the final release candidate (yes, I'm pretty sure this
> time). Give it a hard workout and make sure it's safe for release
> please:
>
> http://nothirst.com/moneywell/dlmwbeta.html
Would it be at a
Working fine.
If custom smart buckets aren't on the list for 2.0, can you add it?
The predicate editor for Leopard makes it pretty easy, though that
would make you 10.5+ only.
Thanks
Bill
On Jan 5, 2009, at 11:27 AM, Kevin Hoctor wrote:
>
> On Jan 5, 2009, at 12:11 PM, Bill Nalen wrote:
>
Release Candidate Testers,
Okay, here is the final release candidate (yes, I'm pretty sure this
time). Give it a hard workout and make sure it's safe for release
please:
http://nothirst.com/moneywell/dlmwbeta.html
Most of the changes had to do with reported bugs in 215 so if you did
report
On Jan 5, 2009, at 12:11 PM, Bill Nalen wrote:
> When I click on the status column header it doesn't appear to sort the
> Cleared status correctly, they are still mixed in and unsorted.
> Reconciled does appear to sort correctly though. I'm looking for a
> quick way to gather all my uncleared ite
When I click on the status column header it doesn't appear to sort the
Cleared status correctly, they are still mixed in and unsorted.
Reconciled does appear to sort correctly though. I'm looking for a
quick way to gather all my uncleared items so I can quickly clear them
each morning.
Th
On Jan 5, 2009, at 9:06 AM, Jay wrote:
> OK, I figured out my problem. I had only set the cash flow start date
> and initial rollover without an "initial deposit" of my current bank
> balance at that time. I misunderstood the purpose of the initial
> rollover - in fact, I still don't understand
On Jan 5, 2009, at 9:02 AM, ciara belle wrote:
> hmm - well regarding missing transfer links -- i understand that if
> qif didnt export it you cant import it... shame though - if it was
> 'just' historical i could see that.. but for me its live organic
> data... what i have always done is creat
OK, I figured out my problem. I had only set the cash flow start date
and initial rollover without an "initial deposit" of my current bank
balance at that time. I misunderstood the purpose of the initial
rollover - in fact, I still don't understand what it would be used
for.
Anyway, it's all fi
hmm - well regarding missing transfer links -- i understand that if
qif didnt export it you cant import it... shame though - if it was
'just' historical i could see that.. but for me its live organic
data... what i have always done is create cash accounts for budgets
(i didnt like the way budget
Hi,
This seems to be turning into a feature request, so I'd like to add my
weight behind it too. I would find a "Shared Expenses" feature very
useful.
Thanks!
On Dec 8 2008, 6:36 am, _ct_ wrote:
> Hi Chris,
>
> I am in a similar situation. I have created two additional buckets
> for this: A "
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