[moneytalks] Re: Importing Transactions
- From: Pamela Rader <prader@xxxxxxx>
- To: "moneytalks@xxxxxxxxxxxxx" <moneytalks@xxxxxxxxxxxxx>
- Date: Fri, 1 Jul 2011 11:03:49 -0400
Hi Keith:
If the balance is off, this could be caused if the Next import date is set to a
later date than the first date of the first imported transaction. What ends up
happening is that it misses previous transactions and therefore, the balance is
off. You may need to go in and change that under properties, so that all of
your transactions are being imported. If the date is earlier, then check your
starting balance to be sure it matches the balance at the time the transactions
started.
You can also access the manual by going to the Start menu, Programs, Money
Talks and choose Documentation in the money talks submenu. This is an HTML
document, so you can read it with JAWS.
Pamela
From: moneytalks-bounce@xxxxxxxxxxxxx [mailto:moneytalks-bounce@xxxxxxxxxxxxx]
On Behalf Of Keith Christian
Sent: Friday, July 01, 2011 9:55 AM
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] Importing Transactions
Hi,
I downloaded from my bank's web site QIF files for my accounts, but somehow the
balance is not matching up. I am pretty sure I am messing something up, but I
am not sure how to fix it. When I went to read the help materials, the reader
for RFB&D popped up and said that I was only allowed to use the reader for
their books. Pretty funny, but I need to work on changing that too! Is there
another way I can get to the help file?
The available formats for my accounts are Quicken Web connect, MS Money OFX,
and QIF, if selecting a different format would be better let me know.
I appreciate any help.
Thanks,
Keith
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