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#7241 From: "asimanov" <acemoney@...>
Date: Thu Nov 19, 2009 12:13 pm
Subject: Re: Rounding issue in
asimanov
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> Is there an iphone version or any future plans if not available now?

No and yes.

Alex
MechCAD Software

#7242 From: "asimanov" <acemoney@...>
Date: Thu Nov 19, 2009 12:12 pm
Subject: Re: How to move investments between accounts?
asimanov
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Hi Tim,

> I started with one investment account but now have several and would
> like to know the best way to move investments between accounts, I.E.
> move some shares from Etrade to Charles Schwab?

Perhaps the easiest way is to record Remove Shares transaction followed by Add
Shares and use the corresponding accounts in each of them.

Alex
MechCAD Software

#7243 From: "asimanov" <acemoney@...>
Date: Thu Nov 19, 2009 12:15 pm
Subject: Re: Rounding issue in “Investment Transaction” window
asimanov
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Hi,

> I just updated to V3.17.3 and I'm glad to report that my investment
> account it's back to normal.

Good. But we still don't know what exactly went wrong and would appreciate any
input.

> I also want to thank you for your prompt response, and congratulate
> AceMoney's Team for their great work.

> Any news on the WinMobile Version release date?

No news, but we keep working on it when time allows.

Alex.
MechCAD Software

#7244 From: "asimanov" <acemoney@...>
Date: Thu Nov 19, 2009 12:20 pm
Subject: Re: Changing Sort on Transaction Page
asimanov
Offline Offline
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Hi Barbara,

> Question #1  --  How do I return the page to show the transactions
> sorted by date?

Just like in any other Windows application, you need to click on the column
header.

> Question #2  --  How can I create a report for tax purposes (or any
> other purpose for that matter) showing the expenditure by month?

I personally like a regular Spendings by subcategories report for my tax
purposes. If you need to see expenditure by month, it makes sense to use
"Monthly spendings by subcategories" report.

We definitely will revisit content of AceMoney help file soon.

Alex
MechCAD Software

#7245 From: Remy Lebeau <gambit47@...>
Date: Thu Nov 19, 2009 11:03 pm
Subject: Re: AceMoney and Blackberry?
gambit47
Offline Offline
Send Email Send Email
 
----- Original Message ----
From: "Nagendra SV" <nagendrasv@...>
To: acemoney@yahoogroups.com
Sent: Sun Nov 15, 2009 6:52 am (PST)
Subject: Re: AceMoney and Blackberry?

> Hi Remy,
>
> Did you get a chance to look at AceMoney for Blackberry. I have requested
MechCad
> for this couple of times with no luck.

Unfortunately, not yet.  Between my day job and taking care of my family, I
don't have a lot of free time to myself.  Hopefully in 2010 I'll be able to find
some time for it.  It is still on my TODO list as a project I definately want to
work on.

#7246 From: Remy Lebeau <gambit47@...>
Date: Thu Nov 19, 2009 11:30 pm
Subject: Re: Keyboard scrolling for View Payee screen
gambit47
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----- Original Message ----
From: "asimanov" acemoney@...>
To: acemoney@yahoogroups.com
Sent: Tue Nov 17, 2009 4:50 pm (PST)
Subject: Re: Keyboard scrolling for View Payee screen

> If you are talking about payees page, unfortunately there is nothing we can
do: since
> payee lists are pretty long, we are using a technique called Virtual List. It
allows us to
> get payees page rendered on the screen really fast without any delay, but
virtual lists
> don't support type-and-scroll.

Yes, they do.  Your Payees list is a standard Win32 "SysListView32" control.  In
virtual mode, a ListView control issues LVN_ODFINDITEM notifications to your
code whenever it needs to find string values in your data items.  When the
ListView has input focus, and the user types, the ListView keeps track of the
typed letters, passing the current string to you on each keystroke (in other
words, if the user types "hello", you get notifications for "h", "he", "hel",
"hell", and "hello").  You then search through your data for the provided
string, using the search criteria provided in the notification (partial versus
full string comparison, first item downwards versus last item upwards, wrap
around from last-to-first and first-to-last, etc).  If you find a match, you
return its index in the list, and the ListView scrolls to that item
automatically.

#7247 From: Remy Lebeau <gambit47@...>
Date: Thu Nov 19, 2009 11:35 pm
Subject: Re: Opening multiple windows in Acemoney
gambit47
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----- Original Message ----
From: "clement.nicolls" <clement.nicolls@...>
To: acemoney@yahoogroups.com
Sent: Wed Nov 18, 2009 7:15 am (PST)
Subject: Opening multiple windows in Acemoney

> A new enhancement request from me is the ability to open multiple windows in
AceMoney.
> Often when reconciling accounts and checking various transactions, I need to
jump from
> one account to another due to things like transfers.

That would be a nice feature.

#7248 From: Remy Lebeau <gambit47@...>
Date: Thu Nov 19, 2009 11:38 pm
Subject: Feature Request for Installer
gambit47
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When installing a new version of AceMoney, and a previous version is still
running (even if it is just the Reminder app and not the main app itself), the
installer detects that but requires the user to manually close everything before
continuing.  It would be really nice if the installer would close everything
automatically instead (after prompting, of course).  It is not that hard to
implement, I put that feature in my app installers all the time.

#7249 From: "asimanov" <acemoney@...>
Date: Fri Nov 20, 2009 12:30 am
Subject: Re: Feature Request for Installer
asimanov
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> When installing a new version of AceMoney, and a previous version is
> still running (even if it is just the Reminder app and not the main
> app itself), the installer detects that but requires the user to
> manually close everything before continuing.

We certainly could have killed the reminder, but I'd hate find my AceMoney
killed if there are any unsaved transactions in it. This feature is certainly
nice to have though.

Alex
MechCAD Software.

#7250 From: "asimanov" <acemoney@...>
Date: Fri Nov 20, 2009 12:27 am
Subject: Re: Keyboard scrolling for View Payee screen
asimanov
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> Yes, they do.  Your Payees list is a standard Win32 "SysListView32"
> control.  In virtual mode, a ListView control issues LVN_ODFINDITEM
> notifications to your code whenever it needs to find string values in
> your data items.

Thanks for the tip, Remy! Glad to announce that we already implemented this and
the next release will support "type-and-search" on the Payees page.

Alex
MechCAD Software

#7251 From: "asimanov" <acemoney@...>
Date: Fri Nov 20, 2009 2:30 am
Subject: Re: Column Arrangement on Transaction Page
asimanov
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Hi,

> I have just completed my first cash account reconciliation after
> importing Money2005 (which had a lot of problems to clear up - the
> money  file itself I mean - not the way it imported).  So it was
> with a sigh of relief that I came out so close I was comfortable.

If it's not too late, try the new MS Money migration procedure as described
here:
http://www.mechcad.net/products/acemoney/import-from-microsoft-money.shtml

> The one thing that slowed me down with the Reconciliation was the
> column arrangement.  It is very inconvenient that the left hand
> number column which identifies the check # or type of transaction
> has to have the mouse hover over it to show the whole number
> instead of keeping it constantly in view.

That's very easy to fix, move your mouse pointer to the divider line between the
first and the second column headers, push left button and move your mouse left
or right.

> A second question:  Would it be possible to add Find & Replace to
> the exiting Find tool located in Edit.  It is a very helpful
> feature which I use often in other programs and used in MSMoney.

Development of such tool is in the development plan, however you already can do
a lot of batch replacements with context menu in the account page. For instance,
you can sort transactions by payees, select all transactions with the same
payee, right click and click Change category or change payee.

Both Categories and Payees pages have Merge buttons that allow to combine two
categories or two payees into one.

Alex
MechCAD Software

#7252 From: "ADTC" <send2adtc@...>
Date: Fri Nov 20, 2009 11:28 am
Subject: Re: Feature Request for Installer
chatwithadtc
Online Now Online Now
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Actually Alex, most popular programs practice this in their installers.
They do provide the option to automatically kill the running instances
of the old version. But they never do it without first seeking user's
permission, and forewarning the user of impending data loss.

As Remy said, the installer can "close everything automatically instead
(after prompting, of course)." You can still have the reminder, but
modify it to say:
"All running instances of AceMoney must be closed before it can be
updated. Would you like setup to close them automatically? (You will
lose any unsaved information.)"

--- In acemoney@yahoogroups.com, "asimanov" <acemoney@...> wrote:
>
> > When installing a new version of AceMoney, and a previous version is
> > still running (even if it is just the Reminder app and not the main
> > app itself), the installer detects that but requires the user to
> > manually close everything before continuing.
>
> We certainly could have killed the reminder, but I'd hate find my
AceMoney killed if there are any unsaved transactions in it. This
feature is certainly nice to have though.
>
> Alex
> MechCAD Software.
>

#7253 From: "Futurecare" <futurecare@...>
Date: Fri Nov 20, 2009 1:00 pm
Subject: Re: Account Balances
futurecare@...
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Will it be possible to have 2 account balances? - 1 for the Balance and 1 for
the available balance. This would be applicable when ons has an overdraft or in
the case of a credit card.

Thank you for an excellent program.

Regards

Herman Steyn

#7254 From: luzmara@...
Date: Fri Nov 20, 2009 3:21 pm
Subject: Re: Re: Feature Request for Installer
luzmarasande
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Is there a way to have ace money in my iphone?

In the greatest gratitude,

Luz Mara

#7255 From: "nick.clarke37" <nick.clarke37@...>
Date: Fri Nov 20, 2009 8:09 pm
Subject: Re: Keyboard scrolling for View Payee screen
nick.clarke37
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Brilliant!  Thanks.  Shows the power of groups like this.
Nick.

--- In acemoney@yahoogroups.com, "asimanov" <acemoney@...> wrote:
>
> > Yes, they do.  Your Payees list is a standard Win32 "SysListView32"
> > control.  In virtual mode, a ListView control issues LVN_ODFINDITEM
> > notifications to your code whenever it needs to find string values in
> > your data items.
>
> Thanks for the tip, Remy! Glad to announce that we already implemented this
and the next release will support "type-and-search" on the Payees page.
>
> Alex
> MechCAD Software
>

#7256 From: "Randy Tipton" <wa5ufh@...>
Date: Sat Nov 21, 2009 12:03 am
Subject: Newbie questions
randy_tipton
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I am new to AceMoney and need reports for investments.

It seems most of the improvements discussed are not related to the
"Investments" processes in AceMoney. Are there improvements in the works for
the way  investments are handled?

When I go to investments, I don't see any reports for investment accounts.
Are there improvements in the future planned?

It is difficult to determine the exact number of shares in any account with
the screens provided. This is especially true if you have  duplicate
investments in different accounts.

If there is a published list of "Enhancements"? I believe they should be
published to answer questions relating to what is planned. With a few
reports for Investment Accounts I believe AceMoney can be best in class.

Randy

#7257 From: BRCogburn <stardust725@...>
Date: Sat Nov 21, 2009 5:08 am
Subject: Re: Re: Creating Reports - Was: Changing Sort on Transaction Page
stardust725@...
Send Email Send Email
 
Thanks for the columns answer, Alex.  I still need some help on Question
#2.  I had figured out that Spending by Categories or SubCategories
would be the best choice and finally figured how to set up the
parameters for the report.  However, all I get on the report is the
amount of money paid in each month for that category.  In the MSMoney
report I used, there was a breakdown of each payment amount to which
charity.  This specific information is not necessary to file the tax,
but is important in case of an audit with a need to prove the
donations.  It's also helpful in reviewing donations for my own
purposes.  Is there a way to adapt the Monthly Spending By Sub-
categories Report to show this kind of breakdown?

Also, I have a problem with the table for the report which is very
different to me.  Is there a reason for the duplicated vertical and
horizontal Total Column?  Perhaps the Ace program is more sophisticated
then the Money program.  How can the table be adjusted in the Total
field to show  all the digits as the last 5 of 6 digits are now dropped
to a separate line?  There seems to be no formating on the Table page
itself, and altering margins on the Page Setup for Printing makes no
difference.

Another suggestion:  It would help to avoid confusion if the purpose of
Reports on the Menu Bar,  as opposed to the Reports on the Tool Bar, was
explained.  It brings up a screen to organize reports with no indication
of how it is to be used and no option to choose an activity which might
be a clue as to how to proceed.  Can you help?



asimanov wrote:

> > Question #2 -- How can I create a report for tax purposes (or any
> other purpose for that matter) showing the expenditure by month?
>
> I personally like a regular Spendings by subcategories report for my
> tax purposes. If you need to see expenditure by month, it makes sense
> to use "Monthly spendings by subcategories" report.
>

#7258 From: "asimanov" <acemoney@...>
Date: Sat Nov 21, 2009 3:37 pm
Subject: Re: Newbie questions
asimanov
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Hi Randy,

> It seems most of the improvements discussed are not related to the
> "Investments" processes in AceMoney. Are there improvements in the
> works for the way  investments are handled?

Yes, enhancements are planned both for management and reporting parts of it.

> If there is a published list of "Enhancements"? I believe they should
> be published to answer questions relating to what is planned. With a
> few reports for Investment Accounts I believe AceMoney can be best in
> class.

No, there is no published list of enhancements, we would like to keep them in
the company. You are more than welcome to submit the new ones. We implement them
according to our priorities.

Alex
MechCAD Software.

#7259 From: "asimanov" <acemoney@...>
Date: Sat Nov 21, 2009 3:49 pm
Subject: Re: Creating Reports - Was: Changing Sort on Transaction Page
asimanov
Offline Offline
Send Email Send Email
 
> Thanks for the columns answer, Alex.  I still need some help on
> Question #2.  I had figured out that Spending by Categories or
> SubCategories would be the best choice and finally figured how to
> set up the parameters for the report.  However, all I get on the
> report is the amount of money paid in each month for that
> category.  In the MSMoney report I used, there was a breakdown of
> each payment amount to which charity. This specific information is
> not necessary to file the tax, but is important in case of an audit
> with a need to prove the donations.  It's also helpful in reviewing
> donations for my own purposes.  Is there a way to adapt the Monthly
> Spending By Subcategories Report to show this kind of breakdown?

No, but you definitely can get all these numbers by filtering by payees assuming
that each charity is defined as a separate payee.

> Also, I have a problem with the table for the report which is very
> different to me.  Is there a reason for the duplicated vertical and
> horizontal Total Column?

Well, horizontal total sums monthly expenses by the same category. Vertical
total sums expenses on all categories in the same month.
If you are experiencing printing difficulties, try to export the report to html
or csv files (File->Export) and print from Internet Explorer or Excel.

> Another suggestion:  It would help to avoid confusion if the
> purpose of Reports on the Menu Bar, as opposed to the Reports on
> the Tool Bar, was explained. It brings up a screen to organize
> reports with no indication of how it is to be used and no option to
> choose an activity which might be a clue as to how to proceed.  Can
> you help?

Sure. Organize reports allows you to manage the previously saved favorite
reports: mainly generate them or delete, if a report is no longer needed.

If you have additional specific questions about AceMoney, feel free to contact
our tech support service directly at http://support.mechcad.net.

Alex
MechCAD Software

#7260 From: "Randy Tipton" <wa5ufh@...>
Date: Sat Nov 21, 2009 3:54 pm
Subject: Re: Re: Newbie questions
randy_tipton
Offline Offline
Send Email Send Email
 
Thanks Alex, good to know information.

Neat application.

Thanks
Randy



----- Original Message -----
From: "asimanov" <acemoney@...>
To: <acemoney@yahoogroups.com>
Sent: Saturday, November 21, 2009 9:37 AM
Subject: [acemoney] Re: Newbie questions


> Hi Randy,
>
>> It seems most of the improvements discussed are not related to the
>> "Investments" processes in AceMoney. Are there improvements in the
>> works for the way  investments are handled?
>
> Yes, enhancements are planned both for management and reporting parts of
> it.
>
>> If there is a published list of "Enhancements"? I believe they should
>> be published to answer questions relating to what is planned. With a
>> few reports for Investment Accounts I believe AceMoney can be best in
>> class.
>
> No, there is no published list of enhancements, we would like to keep them
> in the company. You are more than welcome to submit the new ones. We
> implement them according to our priorities.
>
> Alex
> MechCAD Software.
>
>
>
>
> ------------------------------------
>
> Yahoo! Groups Links
>
>
>
>

#7261 From: Gedeão Da Silva <gedeaos@...>
Date: Mon Nov 23, 2009 1:59 am
Subject: Re: Re: Field for classification of categories
gedeaos
Offline Offline
Send Email Send Email
 
By the way ... Julie, thank you! :-)

2009/11/22 Gedeão Da Silva <gedeaos@...>

> Alex (and Julie)
>
> I was thinking about the suggestion of Julie on the classification apply to
> transactions instead of categories. Indeed, the flexibility it brings is a
> great advantage. In addition, for those categories that are naturally
> identified with some of the classifications I have mentioned, could have
> some way to apply them using 'import roles' and / or through the menu that
> pops up when I select more than one transaction and I click with Right-click
> (it would be an option like 'modify classification').
>
> I thought to use the feature 'Transaction Label' for this, but the problem
> is that I use the check number / document to locate and confirm
> transactions.
>
> So, here a summary of my suggestion:
> - Create a field for transactions that allow me to classify them with
> strings. For debit transactions (expenses), the classifications could be
> as 'essential fixed', 'non-essential fixed', 'key variable' and
> 'non-essential variable'. For credit transactions (income), the
> classifications could be as 'guaranteed fixed', 'guaranteed variable',
> 'non-guaranteed fixed', 'non-guaranteed variable'. The software should
> allow me to edit, delete and create new classifications.
> - Include the possibility of applying these classifications using 'import
> rules' and Rigth-click on transactions.
> - Create reports and graphs based on that classifications with the same
> features of other reports ('filters' and 'include transfers')
>
> I would be grateful if you consider this suggestion for a next release or
> version of AceMoney.
>
> Finally, I confess that I am not experienced in this matter and not know
> much about the vocabulary of financial control and financial applications.
Even
> in Portuguese. (You must have noticed it). Also I still do not know very
> well AceMoney. For all that, I can be talking about something stupid.
Therefore,
> you and anyone here in this forum can feel free to correct me.
>
> For those who patiently read this far, thank you. :-)
>
> Gedeão.
>
> 2009/11/17 Gedeão Da Silva <gedeaos@...>
>
> Hi Julie (and Alex),
>>
>>
>> "Your English is way better than my grasp of ANY foreign language"
>> Thanks God for Google!  :-)
>>
>> Yes, I considered using tags, but this option has three problems:
>> 1) I can not edit them;
>> 2) I can not select more than one;
>> 3) It only applies to transactions.
>>
>> As the application, I think it would be better if that classification is
>> applied to categories instead of transactions. Thus, it would be
>> automatic and I would gain time on imports. And I think this is really
>> sort of category and not the transaction.
>>
>> Many categories, by definition, are "essential fixed" or "essential
>> variables". The example you gave shows that: mortgage repayments. Since
>> interest and penalties arising from any delay can be classified as
>> "non-essential variables. In my control, I point out these additional
>> payments to different categories (interest and penalties or other charges)
>> using the 'split' of the transaction dialog. Another example is the
>> category "snack", which for me will always be "non-essential."
>>
>> As the ranking or the possibility to select more than one classification,
>> after some thought, I saw that it is not necessary, since they are even
>> fewer options.
>>
>> Well, to clarify, I must say that this view is someone who is just wanting
>> to have a family financial control through the analysis of behavior in
>> spending, to indicate how it should conduct the following months.
>>
>> Gedeão.
>>
>> 2009/11/16 ju_wills <julie.wills@...>
>>
>>
>>>
>>>
>>>
>>> Your English is way better than my grasp of ANY foreign language ;-)
>>>
>>> Have you considered using Tags to group your transactions? They apply to
>>> transactions, rather than Categories, but would then potentially allow you
>>> to be more flexible anyway.
>>>
>>> e.g. you may have fixed monthly amounts for your mortgage repayments
>>> (which you could tag as Fixed), but you may be able to make additional
>>> overpayments in some months which you could tag as Variable or
>>> Non-essential. Both would have the same category/subcategory (whatever you
>>> use for mortgage repayments), but you have a non-hierarchical way of
>>> defining the spending.
>>>
>>> What I can't find is anything about Tags in the Help, or any way of using
>>> them in reports, etc.
>>>
>>> Unfortunately, tags cannot be assigned to categories or scheduled
>>> payments (there is no field for them - you have to right click to assign a
>>> tag), but maybe Alex would consider that for future versions?
>>>
>>> Julie
>>>
>>> --- In acemoney@yahoogroups.com <acemoney%40yahoogroups.com>, Gede�o
>>> Da Silva <gedeaos@...> wrote:
>>> >
>>> > Hi,
>>> >
>>> > I would suggest you to create a *field for classification of
>>> categories*.
>>> >
>>> > Let me explain. I'm thinking about using AceMoney to track the
>>> financial
>>> > costs of my home. I'd like to sort the categories (or sub-categories)
>>> as
>>> > follows:
>>> >
>>> > . fixed spending - are those that occur always with the same value;
>>> > . variable spending - are those whose value is different for each
>>> > occurrence;
>>> > . essential spending - spending needed. Can be reduced but not
>>> eliminated;
>>> > . non-essential spending - provide some comfort, but can be reduced or
>>> > eliminated from the household budget.
>>> >
>>> > It will be better if I can define more than one classification by
>>> category
>>> > of spending. So I can manage to better characterize the expenses. For
>>> > example:
>>> >
>>> > - essential fixed spendings: house rent, school tuition, fees, pay the
>>> maid,
>>> > etc;
>>> > - essential variable spendings: water, energy (light), fixed telephone,
>>> > piped gas, transport, supermarket, etc;
>>> > - non-essential fixed spendings: cable television, Internet access,
>>> monthly
>>> > subscriptions of newspapers and magazines, monthly installments of
>>> course
>>> > Portuguese, etc;
>>> > - non-essential variable spendings: Newspaper Copies, lunch,
>>> restaurant,
>>> > cinema, hairdressing salon, parties, trips, etc.
>>> >
>>> > Additionaly, you would create a* report based on this classification
>>> > field*with de same functionality of otherones ('filters' and
>>> > 'inclusion of
>>> > transfers' and 'graphics'). With my financial information organized in
>>> this
>>> > way, I can better plan future budgets to get out of a crisis, for
>>> example.
>>> >
>>> > So, what you think?
>>> >
>>> > Gede�o
>>> >
>>>
>>>
>>>
>>
>>
>>
>> --
>> ___________________________________
>>  __
>> / _)
>> ( (/\ Gedeão da Silva
>> \__/ gedeaos@...
>> ___________________________________
>> "As coisas que olhos não viram, nem
>> ouvidos ouviram, nem  penetraram  o
>> coração do homem, são as  que  Deus
>> preparou para os que o amam."
>> (Bíblia Sagrada, I Coríntios 2:9)
>> ___________________________________
>>
>
>
>
> --
> ___________________________________
>  __
> / _)
> ( (/\ Gedeão da Silva
> \__/ gedeaos@...
> ___________________________________
> "As coisas que olhos não viram, nem
> ouvidos ouviram, nem  penetraram  o
> coração do homem, são as  que  Deus
> preparou para os que o amam."
> (Bíblia Sagrada, I Coríntios 2:9)
> ___________________________________
>



--
___________________________________
  __
/ _)
( (/\ Gedeão da Silva
\__/ gedeaos@...
___________________________________
"As coisas que olhos não viram, nem
ouvidos ouviram, nem  penetraram  o
coração do homem, são as  que  Deus
preparou para os que o amam."
(Bíblia Sagrada, I Coríntios 2:9)
___________________________________

#7262 From: Gedeão Da Silva <gedeaos@...>
Date: Mon Nov 23, 2009 1:44 am
Subject: Re: Re: Field for classification of categories
gedeaos
Offline Offline
Send Email Send Email
 
Alex (and Julie)

I was thinking about the suggestion of Julie on the classification apply to
transactions instead of categories. Indeed, the flexibility it brings is a
great advantage. In addition, for those categories that are naturally
identified with some of the classifications I have mentioned, could have
some way to apply them using 'import roles' and / or through the menu that
pops up when I select more than one transaction and I click with Right-click
(it would be an option like 'modify classification').

I thought to use the feature 'Transaction Label' for this, but the problem
is that I use the check number / document to locate and confirm
transactions.

So, here a summary of my suggestion:
- Create a field for transactions that allow me to classify them with
strings. For debit transactions (expenses), the classifications could be as
'essential fixed', 'non-essential fixed', 'key variable' and 'non-essential
variable'. For credit transactions (income), the classifications could be as
'guaranteed fixed', 'guaranteed variable', 'non-guaranteed fixed',
'non-guaranteed variable'. The software should allow me to edit, delete and
create new classifications.
- Include the possibility of applying these classifications using 'import
rules' and Rigth-click on transactions.
- Create reports and graphs based on that classifications with the same
features of other reports ('filters' and 'include transfers')

I would be grateful if you consider this suggestion for a next release or
version of AceMoney.

Finally, I confess that I am not experienced in this matter and not know
much about the vocabulary of financial control and financial applications. Even
in Portuguese. (You must have noticed it). Also I still do not know very
well AceMoney. For all that, I can be talking about something stupid.
Therefore,
you and anyone here in this forum can feel free to correct me.

For those who patiently read this far, thank you. :-)

Gedeão.

2009/11/17 Gedeão Da Silva <gedeaos@...>

> Hi Julie (and Alex),
>
>
> "Your English is way better than my grasp of ANY foreign language"
> Thanks God for Google!  :-)
>
> Yes, I considered using tags, but this option has three problems:
> 1) I can not edit them;
> 2) I can not select more than one;
> 3) It only applies to transactions.
>
> As the application, I think it would be better if that classification is
> applied to categories instead of transactions. Thus, it would be automatic
> and I would gain time on imports. And I think this is really sort of
> category and not the transaction.
>
> Many categories, by definition, are "essential fixed" or "essential
> variables". The example you gave shows that: mortgage repayments. Since
> interest and penalties arising from any delay can be classified as
> "non-essential variables. In my control, I point out these additional
> payments to different categories (interest and penalties or other charges)
> using the 'split' of the transaction dialog. Another example is the
> category "snack", which for me will always be "non-essential."
>
> As the ranking or the possibility to select more than one classification,
> after some thought, I saw that it is not necessary, since they are even
> fewer options.
>
> Well, to clarify, I must say that this view is someone who is just wanting
> to have a family financial control through the analysis of behavior in
> spending, to indicate how it should conduct the following months.
>
> Gedeão.
>
> 2009/11/16 ju_wills <julie.wills@...>
>
>
>>
>>
>>
>> Your English is way better than my grasp of ANY foreign language ;-)
>>
>> Have you considered using Tags to group your transactions? They apply to
>> transactions, rather than Categories, but would then potentially allow you
>> to be more flexible anyway.
>>
>> e.g. you may have fixed monthly amounts for your mortgage repayments
>> (which you could tag as Fixed), but you may be able to make additional
>> overpayments in some months which you could tag as Variable or
>> Non-essential. Both would have the same category/subcategory (whatever you
>> use for mortgage repayments), but you have a non-hierarchical way of
>> defining the spending.
>>
>> What I can't find is anything about Tags in the Help, or any way of using
>> them in reports, etc.
>>
>> Unfortunately, tags cannot be assigned to categories or scheduled payments
>> (there is no field for them - you have to right click to assign a tag), but
>> maybe Alex would consider that for future versions?
>>
>> Julie
>>
>> --- In acemoney@yahoogroups.com <acemoney%40yahoogroups.com>, Gede�o Da
>> Silva <gedeaos@...> wrote:
>> >
>> > Hi,
>> >
>> > I would suggest you to create a *field for classification of
>> categories*.
>> >
>> > Let me explain. I'm thinking about using AceMoney to track the financial
>> > costs of my home. I'd like to sort the categories (or sub-categories) as
>> > follows:
>> >
>> > . fixed spending - are those that occur always with the same value;
>> > . variable spending - are those whose value is different for each
>> > occurrence;
>> > . essential spending - spending needed. Can be reduced but not
>> eliminated;
>> > . non-essential spending - provide some comfort, but can be reduced or
>> > eliminated from the household budget.
>> >
>> > It will be better if I can define more than one classification by
>> category
>> > of spending. So I can manage to better characterize the expenses. For
>> > example:
>> >
>> > - essential fixed spendings: house rent, school tuition, fees, pay the
>> maid,
>> > etc;
>> > - essential variable spendings: water, energy (light), fixed telephone,
>> > piped gas, transport, supermarket, etc;
>> > - non-essential fixed spendings: cable television, Internet access,
>> monthly
>> > subscriptions of newspapers and magazines, monthly installments of
>> course
>> > Portuguese, etc;
>> > - non-essential variable spendings: Newspaper Copies, lunch, restaurant,
>> > cinema, hairdressing salon, parties, trips, etc.
>> >
>> > Additionaly, you would create a* report based on this classification
>> > field*with de same functionality of otherones ('filters' and
>> > 'inclusion of
>> > transfers' and 'graphics'). With my financial information organized in
>> this
>> > way, I can better plan future budgets to get out of a crisis, for
>> example.
>> >
>> > So, what you think?
>> >
>> > Gede�o
>> >
>>
>>
>>
>
>
>
> --
> ___________________________________
>  __
> / _)
> ( (/\ Gedeão da Silva
> \__/ gedeaos@...
> ___________________________________
> "As coisas que olhos não viram, nem
> ouvidos ouviram, nem  penetraram  o
> coração do homem, são as  que  Deus
> preparou para os que o amam."
> (Bíblia Sagrada, I Coríntios 2:9)
> ___________________________________
>



--
___________________________________
  __
/ _)
( (/\ Gedeão da Silva
\__/ gedeaos@...
___________________________________
"As coisas que olhos não viram, nem
ouvidos ouviram, nem  penetraram  o
coração do homem, são as  que  Deus
preparou para os que o amam."
(Bíblia Sagrada, I Coríntios 2:9)
___________________________________

#7263 From: Remy Lebeau <gambit47@...>
Date: Wed Nov 25, 2009 2:44 am
Subject: Re: Feature Request for Installer
gambit47
Offline Offline
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----- Original Message ----
From: "asimanov" <acemoney@...>
To: acemoney@yahoogroups.com
Sent: Thu Nov 19, 2009 4:30 pm (PST)
Subject: Re: Feature Request for Installer

> We certainly could have killed the reminder, but I'd hate find my AceMoney
killed if
> there are any unsaved transactions in it. This feature is certainly nice to
have though.

I did say it should prompt the user first first ;-)  Have the installer send or
broadcast a custom window message to the Reminder and AceMoney windows and wait
for them to respond.  Reminder can return yea to the message and just exit,
AceMoney can prompt if needed and then return yea or nay to the message.  The
installer can then abort or proceed accordingly.

#7264 From: Remy Lebeau <gambit47@...>
Date: Wed Nov 25, 2009 2:47 am
Subject: Re: Account Balances
gambit47
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----- Original Message ----
From: "Futurecare" <futurecare@...>
To: acemoney@yahoogroups.com
Sent: Fri Nov 20, 2009 7:39 pm (PST)
Subject: Re: Account Balances

> Will it be possible to have 2 account balances? - 1 for the Balance and 1 for
the
> available balance. This would be applicable when ons has an overdraft or in
the
> case of a credit card.

Being able to see available credit for credit cards is definately a feature that
should be added.

#7265 From: "asimanov" <acemoney@...>
Date: Wed Nov 25, 2009 7:28 pm
Subject: Re: Request: Pre-select currently viewed account for import/export
asimanov
Offline Offline
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Hi Julie,

We never really supported this behavior, but the next version will have it - we
just finished implementation. Both import and export dialog will preselect name
of the currently opened account.

Thanks,
Alex.

--- In acemoney@yahoogroups.com, "ju_wills" <julie.wills@...> wrote:
>
>
>
> Max,
>
> If it did, it's stopped doing it again by 3.17.1 :-(.
>
> When exporting, AceMoney does automatically create a filename with the name of
the account that's open, but then it fails to pre-select that same account when
it shows you the list of accounts to ask you which account you actually want to
export - which rather negates the default filename if you then accidentally pick
the wrong account!
>
> Julie
>
> --- In acemoney@yahoogroups.com, "Max Wanadoo" <max.wanadoo@> wrote:
> >
> > Julie, I seem to recall that it used to do this some versions back - might
> > be just my poor memory though.
> >
> >
> >
> > Max
> >
> >
> >
> > From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> > Of ju_wills
> > Sent: 01 November 2009 09:02
> > To: acemoney@yahoogroups.com
> > Subject: [acemoney] Request: Pre-select currently viewed account for
> > import/export
> >
> >
> >
> >
> >
> > When importing/exporting QIF/OFX files, AceMoney asks you which account you
> > want to import to / export from.
> >
> > Ages ago (a year or more?), I requested that if you already had a particular
> > account open when importing/exporting that AceMoney would pre-select that
> > account in the list so that you only have to press Enter to confirm use of
> > that account (but it's still easily possible to pick another account if you
> > want to).
> >
> > This seems like a very small change to hugely improve the intuitiveness and
> > flow of the program, and I'm pretty certain that Alex said that it would be
> > implemented, but it hasn't yet been done.
> >
> > Any chance of it in the next version?
> >
> > Thanks
> > Julie
> >
>

#7266 From: "ju_wills" <julie.wills@...>
Date: Wed Nov 25, 2009 10:56 pm
Subject: Re: Request: Pre-select currently viewed account for import/export
ju_wills
Offline Offline
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Thanks very much.

Julie

--- In acemoney@yahoogroups.com, "asimanov" <acemoney@...> wrote:
>
> Hi Julie,
>
> We never really supported this behavior, but the next version will have it -
we just finished implementation. Both import and export dialog will preselect
name of the currently opened account.
>
> Thanks,
> Alex.
>
> > > From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> > > Of ju_wills
> > > Sent: 01 November 2009 09:02
> > > To: acemoney@yahoogroups.com
> > > Subject: [acemoney] Request: Pre-select currently viewed account for
> > > import/export
> > >
> > >
> > >
> > >
> > >
> > > When importing/exporting QIF/OFX files, AceMoney asks you which account
you
> > > want to import to / export from.
> > >
> > > Ages ago (a year or more?), I requested that if you already had a
particular
> > > account open when importing/exporting that AceMoney would pre-select that
> > > account in the list so that you only have to press Enter to confirm use of
> > > that account (but it's still easily possible to pick another account if
you
> > > want to).
> > >
> > > This seems like a very small change to hugely improve the intuitiveness
and
> > > flow of the program, and I'm pretty certain that Alex said that it would
be
> > > implemented, but it hasn't yet been done.
> > >
> > > Any chance of it in the next version?
> > >
> > > Thanks
> > > Julie
> > >
> >
>

#7267 From: "the_shamen" <xwebsubs@...>
Date: Wed Nov 25, 2009 10:55 pm
Subject: New User - Possible Request
the_shamen
Offline Offline
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Hi Alex & Team,

I am a long time Quicken uers(10+ years) Started with AceMoney approx a week
ago, so far so good, very intuitive so far, nice to use.

One possible request?

The "Reminder" option/utility.
Would it be possible for it to monitor more than 1 file?
I want to manage 2 completely seperate finances in seperate files.
So instead of a [Browse] button, it would be [Add] file button.

Your consideration appreciated.

Regards - David

#7268 From: "gerttx" <gert@...>
Date: Wed Nov 25, 2009 7:56 pm
Subject: PayPal qif file bug?
gerttx
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Hi,
I downloaded PayPal history as a qif file.  In Acemoney they were all marked as
reconciled right away, instead of a 'blank' status.  I am using the latest
version of Acemoney 3.17.3.  I hadn't downloaded Paypal history in over 6 months
so it might always have been this way...

Thanks,

#7269 From: "asimanov" <acemoney@...>
Date: Thu Nov 26, 2009 12:15 am
Subject: Re: PayPal qif file bug?
asimanov
Offline Offline
Send Email Send Email
 
Hi,

Starting 3.17.2 AceMoney started to recognize transaction status if it is
provided in the qif file, this is why you have not seen it in the past. PayPal
actually exports your transactions to qif as reconciled, that's why you see the
reconciled transactions now.

Alex
MechCAD

--- In acemoney@yahoogroups.com, "gerttx" <gert@...> wrote:
>
> Hi,
> I downloaded PayPal history as a qif file.  In Acemoney they were all marked
as reconciled right away, instead of a 'blank' status.  I am using the latest
version of Acemoney 3.17.3.  I hadn't downloaded Paypal history in over 6 months
so it might always have been this way...
>
> Thanks,
>

#7270 From: "Hermann Steyn" <hermannsteyn@...>
Date: Thu Nov 26, 2009 12:21 am
Subject: Account Balances
hermannsteyn@...
Send Email Send Email
 
Hi Alex

Will it be possible to have 2 account balances? - 1 for the Balance and 1 for
the available balance. This would be applicable when ons has an overdraft or in
the case of a credit card.

Thank you for an excellent program.

Regards

Herman Steyn

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