[moneytalks] Re: 2008 start

  • From: "Steve Zielinski" <steveziel@xxxxxxxxxxxxx>
  • To: <moneytalks@xxxxxxxxxxxxx>
  • Date: Thu, 20 Dec 2007 17:18:25 -0600

Nancy,  Hope you see this before trying what I suggested.  Suzy stepped through 
the process and said it didn't work.  Gary wrote a simpler method, which 
probably does work.  Did you see those messages yet?

Steve

  ----- Original Message ----- 
  From: Nancy Stevens 
  To: moneytalks@xxxxxxxxxxxxx 
  Sent: Thursday, December 20, 2007 5:10 PM
  Subject: [moneytalks] Re: 2008 start


  Hello Steve,

  Thanks for that idea I'll try it. I am still having the problem of entries 
disappearing from my account. I did go into the back up, and the information is 
there, but its getting frustrating to keep up with accounts only to have 
entries not show up after I've saved a file.

  I'm not sure what is happening. I am getting the question do you want to save 
and I answer yes.

  Has anyone else had this issue?

  Nancy



------------------------------------------------------------------------------
  From: moneytalks-bounce@xxxxxxxxxxxxx 
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Steve Zielinski
  Sent: Thursday, December 20, 2007 3:08 PM
  To: moneytalks@xxxxxxxxxxxxx
  Subject: [moneytalks] Re: 2008 start


  Hi Nancy,

  I'm wondering if you can select a series of transactions by date range, let's 
say an entire year, export that to a .qif or .csv file, under the money talks 
file menu, start a new register, then import that .csv or .qif file into the 
new register and give it a name.  Then if you made sure you had the correct 
starting balance in the properties, alt+e, you might get meaningful information 
out of the register.

  Maybe the MT folks can come up with a simpler sollution, because I think 
these kinds of issues have come up before.

  Steve

    ----- Original Message ----- 
    From: Suzy 
    To: moneytalks@xxxxxxxxxxxxx 
    Sent: Thursday, December 20, 2007 12:24 PM
    Subject: [moneytalks] Re: 2008 start


    Nancy,

     

    The short answer is that you can't. Any time you restrict the transactions, 
MoneyTalks provides a running balance of those transactions. What are you 
wanting to do, when you restrict by date? 

     

    Suzy, The Blind Avenger

    TheBlindAvenger@xxxxxxx


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    From: moneytalks-bounce@xxxxxxxxxxxxx 
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Nancy Stevens
    Sent: Thursday, December 20, 2007 11:55 AM
    To: moneytalks@xxxxxxxxxxxxx
    Subject: [moneytalks] Re: 2008 start

     

    Now can anyone tell me how to use the restrict by date, and still have the 
bank balance appear.

     

    Also I'm still having trouble using the category summary with all accounts 
accept the personal account.

     

    Maybe all of you who use jaws know this command but I just learned that if 
I type the letter c on an internet page I can more quickly find the accounts 
information. It works to.

     

    Thanks for all the help.

     

    Nancy

     


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    From: moneytalks-bounce@xxxxxxxxxxxxx 
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Gary Wunder
    Sent: Thursday, December 20, 2007 7:08 AM
    To: moneytalks@xxxxxxxxxxxxx
    Subject: [moneytalks] Re: 2008 start

    I keep all of my transactions from past years but when it comes time to do 
my taxes, I create a duplicate copy called 2006.mtf and then delete from it all 
transactions before and after that year. In this way I have the best of both 
worlds - searching all activity at any time for my account, but being able to 
create subsets for special purposes.

     

     

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