Hi Larry,
Seems to me that you have overly complicated you're accounting. You've
set
up 19 accounts, but the utility bills could have been logged as categories
within the various accounts you have paid. In order to see what you've
paid, you could have generated a report. Fair enough you wouldn't see
what's outstanding, but after seeing your overall payout, that would then
be
easy to subtract from the overall total.
I even use the memo field to track such things maintaining a continued log
of what the balance was at last payment and such.
Sorry if this doesn' quite meet what you were looking for.
Kerry
-----Original Message-----
From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of LaMcAs
Sent: Tuesday, April 27, 2010 2:40 AM
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] Re: GRIPE & POSSIBLE FEATURES
Hello Robert
Ok I have account set up for Gas, Electricity, Water and various credit
cards so for example my Water account when I get the bill in I enter it
here, then set up a transfer from my main bank account to transfer a
payment
to Water every month. Then I can look at my Water account and see how much
is outstanding.
I don't want to use 2 programs when the one will do the job!
You can export Money Talks files to Excel using Export and then choose
CSV.
HTH
Larry & Elliot GD (Guide Dog)
-----Original Message-----
From: moneytalks-bounce@xxxxxxxxxxxxx
[mailto:moneytalks-bounce@xxxxxxxxxxxxx] On Behalf Of Robert C
Sent: 26 April 2010 23:50
To: moneytalks@xxxxxxxxxxxxx
Subject: [moneytalks] Re: GRIPE & POSSIBLE FEATURES
Just curious about the 19 accounts. You mentioned utilities so the
question is, are you using MT to track data from ALL your expenses? Why
not
Excel for that? For MT to do that would be duplicating efforts and Excel
is
already quite good at it. MT was not designed to be quite so robust. If
you wanted MT to work as a budget, well you have Excel.
Maybe I am not understanding the goals you have in mind. I have been
using MT for bit over 3 years and find it does just what is needed except
it
lacks a way to create budgets but I now have Excel so no need. That said,
it would be cool to have a way to export this data to Excel.
Quote of the nanosecond. . .
"If life was fair, Elvis would be alive and all the impersonators would be
dead."
--Johnny Carson
Robert & Dreamer Doll ke7nwn
E-mail-
rclark0276@xxxxxxxxxxx
Home Page-
http://webpages.charter.net/dog_guide/
----- Original Message -----
From: "LaMcAs" <lamcas17@xxxxxxxxxxxxx>
To: <moneytalks@xxxxxxxxxxxxx>
Sent: Monday, April 26, 2010 2:54 PM
Subject: [moneytalks] GRIPE & POSSIBLE FEATURES
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)
