Hello fellow MT users
Ok first a gripe - why is it that APH know they are dealing with vision
impaired people but still send a printed invoice on which the serial
number
is shown. Not even a brailed note giving the serial number, and course of
nature would be to email those details to the client.
When I placed my order I asked for this information to be emailed to me,
and
was promised this would happen, yet nothing. So now if someone needs to
find
their serial number they have to email Customer services to gain this
information
Ok gripe over!
I have used two programs thus far to deal with this sort of information,
being Money Matters, which is quite good but does not have any
import/export
features and the other being Microsoft Money, which has no accessibility
features at all! So I was glad when I found Money Talks and think it is
well
worth it's money for what it does. I was however able to print off my
Money
Matters accounts and then use OCR to scan them in to Excel and MT accepts
QIF files so imported those in to MT and then exported them as csv's and
carried out all the changes I need to make. Ok and yeah I probably have
more
transactions than a lot of you, I have all my bank and credit card,
utilities etc from 1992 - my money tells me where I've been! lol
I think the following features would be a great help to us Money Talks
users
and wondered what thoughts you had? (And APH of course!)
ABILITY TO HAVE AN OPENING SCREEN SHOWING ALL ACCOUNTS AND CURRENT
BALANCES
Otherwise for transactions to be transferred to another account that
account
has also to be opened! In my case having to open 19 accounts
ABILITY TO HAVE A SCREEN FOR REGULAR PAYMENTS
It's hard work trying to remember you have to make , lets say 3 entries on
a
credit card account - one for the purchase/debit, you might get charged
one
amount for cash withdrawn interest, and another for purchase interest.
Whereas having one screen showing you all your regular transactions you do
not have to go in to each account to ensure you have set it up.
ABILITY TO HAVE A SCREEN FOR CATEGORIES AND WITHIN THIS SUBCATEGORIES
Within this the ability to completely delete those categories you do not
want, they might be inapplicable in your country, ie IRA Contribution. And
say for example I have a category called Insurance and then sub-categories
for such things as home, auto, travel, health and pet.
ABILITY TO BE ABLE TO CUT, COPY AND PASTE TO ANOTHER ACCOUNT
TRANSFERS - TRANSFERS DO NOT HAVE A CATEGORY AS THE CATEGORY WOULD HAPPEN
IN
THE ACCOUNT THE MONEY WAS
TRANSFERRED TO/FROM, SO HAVE A CATEGORY FOR "TRANSFER FROM" AND ONE FOR "
TRANSFER TO" AND THEN SUB-CATEGORIES WOULD INCLUDE ACCOUNT NAMES
ABILITY TO BE ABLE TO TRANSFER FROM & TRANSFER TO IN EACH ACCOUNT AND AUTO
MARK IN OTHER ACCOUNT IF - MINUS) OR + (PLUS)
However the AMOUNT can only be changed in the account in which the
transfer
is initiated, though all other details can be changed apart from category
fields, which would contain Transfer To in the initial account and
Transfer
From in the receiving account with the sub-category containing the account
name.
POSSIBILITY TO BE ABLE TO ALT+TAB BETWEEN ACCOUNTS
ABILITY TO HIGHLIGHT MORE THAN ONE TRANSACTION AND "TRANSFER" SELECTED TO
OR
FROM ANOTHER ACCOUNT.
Well these are just my thoughts, but I really believe they would make
things
a lot simpler to organise in an already excellent product and surely it
can
only get better!
HTH
Larry & Elliot GD (Guide Dog)
