[moneytalks] Re: Wondering
- From: "Barrett, Don" <Don.Barrett@xxxxxx>
- To: <moneytalks@xxxxxxxxxxxxx>
- Date: Tue, 8 Mar 2005 15:36:20 -0500
For me, when I download the qif file, it goes into My Documents, where =
MoneyTalks easily finds it once I go into the File Import menu item.
If your bank's web site is accessible, you should be able to go online =
with your browser and screen reader and tell it to download recent =
information in quif format. You may get a number of options since there =
are a number of common file formats but just make sure you choose qif.
Don
-----Original Message-----
From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx]On Behalf Of Allison
Sent: Tuesday, March 08, 2005 2:59 PM
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] Re: Wondering
Thanks for the explaination. Only thing is, I did know that much. I =
get
the concept of qif files. I get how they are theoretically supposed to =
be
able to be downloaded into money talks. My problem is, I wouldn't know =
a=20
qif
file if I saw one. I don't know where to find them or how to get them =
into
the software. I know my bank is supposed to have them, but where to =
find
one, what to do with it, how to put it into Money Talks, those are the
mysteries.
Thanks again,
Allison
----- Original Message -----=20
From: "Barrett, Don" <Don.Barrett@xxxxxx>
To: <moneytalks@xxxxxxxxxxxxx>
Sent: Tuesday, March 08, 2005 4:26 AM
Subject: [moneytalks] Re: Wondering
> Allison,
>
> Many financial institutions allow individuals to download their =
relevant =3D
> financial information in a format which is easily imported into =3D
> financial management software such as Quicken, Microsoft Money, and of =
=3D
> course, MoneyTalks. So, for example, my credit union allows me to =3D
> download all of my transactions for a given month, two months, or =3D
> whatever time period I deem appropriate, so that I can import this =
data =3D
> in to my software and use it to update my register of transactions.
> For this all to work, your bank has to make these files available =
online =3D
> through a web site or other format so that individuals can download =
them =3D
> as they desire.
>
> Once every few weeks, I go online to my account, and tell my bank to =
=3D
> send me the prior few weeks transactions in quif format, which then =
=3D
> downloads to my hard drive. I then simply open MoneyTalks and then go =
=3D
> to File/Import and pull the qif file into my register. Presto, all of =
=3D
> my recent transactions are now in my checkbook because MoneyTalks can =
=3D
> translate the qif file into data it can use.
>
> I have gotten so lazy at this point that I don't even manually enter =
any =3D
> transactions into MoneyTalks, and instead just allow the qif files to =
=3D
> add all recent transactions to my checkbook for me. Some will no =
doubt =3D
> say this is sloppy record keeping since if the bank makes a mistake, I =
=3D
> will import that mistake into my records; I agree, but take my chances =
=3D
> anyway. The point is, qif files provide a way to easily pull your =3D
> records from your bank into the software for your perusal and =3D
> monitoring.
>
> The smarter way to use qif files would be to pull them into the bank =
=3D
> grid instead of the actual register as I do, and then use the bank =
grid =3D
> as a means of checking your register entries against the transactions =
in =3D
> the bank grid. =3D20
> Hope this helps.
>
> Don
>
>
>
> -----Original Message-----
> From: moneytalks-bounce@xxxxxxxxxxxxx
> [mailto:moneytalks-bounce@xxxxxxxxxxxxx]On Behalf Of Allison
> Sent: Tuesday, March 08, 2005 4:36 AM
> To: moneytalks@xxxxxxxxxxxxx
> Subject: [moneytalks] Wondering
>
>
> Hi,
>
> Could somebody please, please, in a very non-technical, very specific, =
=3D
> way,
> explain how to get qif files? I have never gotten it to work. Never. =
=3D
> I
> was about to get off the list today- realizing how pointless it was =
for =3D
> me to
> hang around if I'm not getting it to work, but then I thought... what =
=3D
> good
> does that do the beta team? None. If I don't get it, chances are, =
=3D
> someone
> else won't either. Maybe not in the early phase, but eventually, we =
=3D
> will
> want people to buy this program. If it's not understandable to the =
=3D
> average
> user, then the average user is not gonna buy. I am not especially
> under-skilled in the tech department. I just don't know about qif =3D
> files. I
> doubt I am incredibly unusual there. Perhaps I'm wrong. And yes, I =
did
> read the help files. Didn't help me.
> I just thought this message might be useful for the group overall. If =
=3D
> I'm
> way off the mark, just let me know. I just know that we can tweak =
error
> messages all day long, but if we aren't really hitting the basics =
hard, =3D
> then
> the rest won't matter half so much.
> Best,
> Allison
>
Other related posts:
