Hello,

Is there a possibility of adding a link or attaching documents or
files to the transactions in Acemoney? I am thinking of attaching a
scanned image of an invoice for example.

Regards,

Guido Van Leuven

On Tue, 29 Nov 2005 09:20:27 -0000, "lk7585"
<lk7585@...> wrote:

> Why is the account balance on the homepage is still
> the same after I have reconciled?

Because it is supposed to be.

> I thought it is natural for the account balance to
> be $0 after all has been cleared, is this not the
> case?

Nope.  Reconciling, clearing, all they do is set flags
on the transactions, but the transactions themselves
still exist.  When you go into an account, you can
hide reconciled transactions, but the Home page always
displays the totals regardless of their reconciled
status.

I don't know about you, but I like being able to see
how much money is actually in all of my accounts even
after transactions have been reconciled.  If my
accounts had balances of $0, I'd be very worried :-)

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In the area where one would type a check number, atm, ahc, etc... I
have a couple ones that got added by mistake. How do I delete those in
order that they dont show up in the list anymore?

Go to the menu bar, Tools -> Transaction Categories, and you can
select ones to delete.

Regards,
Aaron

--- nirrad_oohay <nirrad_oohay@...> wrote:
> In the area where one would type a check number, atm, ahc,
> etc... I have a couple ones that got added by mistake. How
> do I delete those in order that they dont show up in the
> list anymore?





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In the Transactions screen, when the "hide reconciled
transactions" option is enabled and all transactions
are hidden such that the grid is empty, can AceMoney
be updated to display a text message in the grid
explaining that the grid is empty because the
transactions are hidden?

The checkbox is small and at the bottom of the screen
where the eye does not usually travel, so having a
message in the grid right where the eye usually moves
to first makes it more apparent that there are
transactions actually available, just hidden.




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Start your day with Yahoo! - Make it your home page!
http://www.yahoo.com/r/hs

Hello,

> In the area where one would type a check number, atm, ahc, etc... I
> have a couple ones that got added by mistake. How do I delete those in
> order that they dont show up in the list anymore?

Click at Tools->Transaction Categories, select unused entries and click
Delete.

Alexander Simanov
MechCAD Software
http://www.mechcad.net
E-mail: info@...

I have v 3.4.4 and I do not have this menu item anywhere.  Am  I missing an
upgrade?

-----Original Message-----
From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
Of Aaron Teske
Sent: Thursday, December 01, 2005 7:15 AM
To: acemoney@yahoogroups.com
Subject: Re: [acemoney] Remove unwanted entries?


Go to the menu bar, Tools -> Transaction Categories, and you can select ones
to delete.

Regards,
Aaron

--- nirrad_oohay <nirrad_oohay@...> wrote:
> In the area where one would type a check number, atm, ahc, etc... I
> have a couple ones that got added by mistake. How do I delete those in
> order that they dont show up in the list anymore?





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On Thu, 01 Dec 2005 15:43:14 -0000, "bemagvl"
<guido.van.leuven@...> wrote:

> Is there a possibility of adding a link or
> attaching documents or files to the transactions
> in Acemoney?

No, sorry.

> I am thinking of attaching a scanned image of an
> invoice for example.

I've sometimes thought of requesting that samething.
But I'm sure doing so would bloat the database file
significantly.  I don't know how AceMoney locates
transactions in the file, but storing large binary
blobs into the file would probably hinder performance
a little bit as well.



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On Fri, 2 Dec 2005 07:25:26 -0800, "Robert Field"
<refield@...> wrote:

> I have v 3.4.4 and I do not have this menu item
> anywhere.  Am I missing an upgrade?

Quite a lot of them, actually.  The current version is
v3.8.2a.  You can download it from AceMoney's website.



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http://www.yahoo.com/r/hs

----- Original Message -----

From: Aaron Teske

To: acemoney@yahoogroups.com

Sent: Wednesday, November 30, 2005 7:11 AM

Subject: Re: [acemoney] Synchronizing different download sources (reconciling?)

Hi Brian,

From your choices listed below, I would say use #2 -- change one
of the two imported transactions to a transfer, and delete the
other.  Otherwise, leave them alone, but then you don't see the
connection between the two as easily if/when you go back later
to look at the transactions.

Hope this helps,
Aaron

--- bchabun@... wrote:

>
> Hi Alexander,
>   Hi Brian,
>
>   > However, a "payment" in my bank account should really be
> (perhaps) a
>   > 'transfer' to my credit card account.  Yes/No?
>
>   > If so, when I change the transaction to transfer then it
> adds an
>   > additional incoming transfer amount in the credit card
> account.  The
>   > credit card account already has a transaction listed for
> that same
>   > amount.  So making the bank 'withdrawl' into a 'transfer'
> adds an
>   > additional 'deposit' in my credit card account.
>
>   AceMoney is supposed to match incoming transfer with
> downloaded deposit and
>   outgoing transfer with downloaded withdrawal. The amounts
> should be the same
>   and the dates of the both transactions must match +/- one
> day.

Brian wrote, in response:
> Let me clarify my 'problem' with an example.
>
> I download my chequing account transactions from my bank.  It
> has a "withdrawl" listed.
>
> I download from a different bank my 'investment savings
> account' transactions.  It has a "deposit" listed.
>
> The withdrawl and deposit do match in date and amount and are
> in fact the two sides of the same transaction (a transfer).
>
> I was noting simply that the registers for each account
> identified them as withdrawl or deposit while they should
> perhaps more correctly have been labeled as transfer.
> However, changing the bank withdrawl transaction to 'transfer'
> inserted a corresponding incoming transfer in addition to the
> existing deposit.
>
> Perhaps what is viewed by me as a 'transfer' is in fact a
> withdrawl/deposit, since it's between different institutions.
>
> I was looking for clarification about how I should be handling
> this:
> 1. leaving it as withdrawl/deposit,
> 2. changing withdrawl to 'transfer' and deleting the (extra)
> deposit
> 3. changing withdrawl/deposit to transfer in some more
> automated manner
> 4. other solution
>
> thanks
> -
> Brian



           
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Thank you, will it install over the old version?
>
> On Fri, 2 Dec 2005 07:25:26 -0800, "Robert Field"
> <refield@...> wrote:
>
> > I have v 3.4.4 and I do not have this menu item
> > anywhere.  Am I missing an upgrade?
>
> Quite a lot of them, actually.  The current version is
> v3.8.2a.  You can download it from AceMoney's website.
>
>
>
> __________________________________
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>
>
>
>
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>
> <*> To visit your group on the web, go to:
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>
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Hi Alex,

Today this happened:
I wanted to use an existing transaction (deposit!) which was not
cleared. So I make a copy (Ctrl-C), paste it (Ctrl-V), and press
Enter, all in the same account. Then the message pops up which says
the transaction has already been cleared.
Strangely enough, this doesn't happen on withdrawls ?!

I am using version 3.7.2 (I only update if necessary ;))

Frans


--- In acemoney@yahoogroups.com, "MechCAD Software" <acemoney@m...> wrote:
>
> Hi Frans,
>
> > If I want to use a former transaction (already cleared), I make a copy
> > of it and change the transaction status to "uncleared". When I try to
> > edit it, it gives a warning that the transaction has already been
> > cleared, which is not correct.
>
> We can't reproduce it in a new file with regular deposits and
> withdrawals. Is it a transfer? Has it been uncleared on the other
account?
>
> Alex
> MechCAD Software
>

Hi everybody, just joined the group.  My first question has to do with
Acemoney's 'automated order processing' for e-commerce. This is all
that what given in their website:

Follow this procedure to add a new order into AceMoney:

    1. Open your data file in AceMoney
    2. Open email program and select all order email text
    3. Copy order text to the clipboard
    4. Click on a desired account in AceMoney
    5. Press Ctrl+V or Edit->Paste

.......However I'm not sure if this works within my Mozilla
Thunderbird  client. I made an attempt to select and copy the PayPal
instant notification payment, but have no luck in pasting the text data
into the AceMoney account...or exactly in what menu I should be in.
Could use some helpful suggestions. Thanks

Greetings,
Trying to convert my wife from Quicken to AceMoney. The first thing
she has a problem with ? Same things I still do....

1). The preset width of the button bar on the Left Side of the progam.
It is too wide, or better yet, What I wouldn't give if I could get
that bar moved across the top so I could SEE more of the information
in the database.....

She NEEDS to see her transaction notes along with the other stuff.

Given that todays PC's all have wonderful "scrolling mice" available
to scroll up and down, is there any chance that the left side bar and
buttons will be made adjustable, removeable, or resizeable ?

2). Why is it not possible to give an  > option <   to automatically
"Drop" open the Category and Subcategory fields when you tab into them
? (transaction dialog)  This would AVOID and STOP accidental
duplications and spelling errors in these two fields.

(for those currently looking for a key command to drop these, use F4)

Either of the above two issues on the short list ??

Grummy

I am using AceMoney for more than one year. Suddenly, all my dates of
transactions in all accounts shift back of 1 day. Is it possible to
turn it back somehow? There are a lot of transactions to do it
manually.
Thank you
Jiri Dolezel

Hi Emil,

> .......However I'm not sure if this works within my Mozilla
> Thunderbird  client. I made an attempt to select and copy the PayPal
> instant notification payment, but have no luck in pasting the text
> data into the AceMoney account...or exactly in what menu I should be
> in. Could use some helpful suggestions. Thanks

AceMoney does understand payment notifications from PayPal, however you
should select Text instead of HTML as a format of email (that's available in
your PayPal account settings). If this doesn't help, please forward the
original email to support@..., we will take a closer look at it.

Alexander Simanov
MechCAD Software
support@...
http://www.mechcad.net

On Sat, 3 Dec 2005 00:03:46 EST, <refield@...>
wrote:

> Thank you, will it install over the old version?

Yes, it will.  You should always back up your .mmw
file, just in case.



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"As a result of this operation, AceMoney will create a new
transaction (deposit) automatically filling in fields Payee, Amount
and Date. Moreover, if the order contains additional customer
information such as an address, AceMoney will fill it in
automatically too into the attributes of Payee. Order number will be
inserted into the transaction comment field making it easier to find
an order in the future using built-in Search facility."

....Well I was able to convert my Mozilla Thunderbird email client
to TEXT MESSAGES, and when pasting into AceMoney it did in fact
create a new transaction. However the only thing it imported was
just the name of the sale item. Everything else was omitted: Payee,
Amount, Date etc. Its really too bad, that PayPal has no QIF export
option, it would have been such a BIG help.



--- In acemoney@yahoogroups.com, "MechCAD Software" <support@m...>
wrote:
>
> Hi Emil,
>
> > .......However I'm not sure if this works within my Mozilla
> > Thunderbird  client. I made an attempt to select and copy the
PayPal
> > instant notification payment, but have no luck in pasting the
text
> > data into the AceMoney account...or exactly in what menu I
should be
> > in. Could use some helpful suggestions. Thanks
>
> AceMoney does understand payment notifications from PayPal,
however you
> should select Text instead of HTML as a format of email (that's
available in
> your PayPal account settings). If this doesn't help, please
forward the
> original email to support@m..., we will take a closer look at it.
>
> Alexander Simanov
> MechCAD Software
> support@m...
> http://www.mechcad.net
>

Hi!

> Why is the account balance on the homepage is still the same after I
> have reconciled?  I thought it is natural for the account balance to
> be $0 after all has been cleared, is this not the case?  Please help.

Actually it is not natural. Reconciliation doesn't change account balance
unless you had to modify or add transactions. All reconciliation gives you
is ability to mark transactions as reconciled. If you ever try to edit a
reconciled transaction in the future, AceMoney would give you a message box
preventing the modification. Usually most people reconcile transactions
comparing manually entered transactions with the bank statement. The
transactions which are listed in statement are marked as reconciled in
AceMoney. But there is a good chance that you continued to use an account
and the balance is already different from the one specified in the
statement.

Alexander Simanov
MechCAD Software
http://www.mechcad.net
support@...

I 'third' it!

A better way to handle it would be to create a database of payees for
the way they're listed on the bank site, and how they're edited in
AceMoney.

For example, some stores, like WalMart, might have the name "Walmart
store #3, or Walmart #2, or Walmart 360, etc.

It's all Walmart as far as I'm concerned, and as far as AceMoney
needs to be concerned.

So if there was a database which kept track of imported names and
automatically merged these names with existing payees, that would be
terrific, and save me a bundle of time everytime I download new
transactions.

Thanks!
~Jason Silver

--- In acemoney@yahoogroups.com, "Jaap van Dodeweerd"
<jaap.vandodeweerd@g...> wrote:
>
> I second this request.
>
>  Could your program examine each downloaded file
> and when importing it compare payees to existing
> payees and if there is an existing partial string as
> an elready existing Payee (case-insensitive) offer
> to merge all thos payees with the previous payee?
>

Hi all,

My bank generates files (quicken qfx, money ofx, csv) that contain all
the accounts I hold with them (chequing, savings, credit card, etc).

When the Acemoney 'import wizard' starts it only asks for one account
into which it should be adding the transactions.

Does anyone know of a way around this?

Thanks
-
Brian

Hi Remy,

> In the Split Transaction dialog, the Subcategory field
> does not allow more than 18 characters to be typed in
> directly.  To input longer text for a new subcategory,
> the text has to be edited later in the Categories screen.

Thank you for bringing this up! We fixed it. The next version will not have
this limitation neither in subcategory, nor in category boxes.

Alexander Simanov
MechCAD Software
http://www.mechcad.net
support@...

I've been look at this too.  It would be great if it was built in to
the AceMoney interface but here's a workaround.

http://www.xs4all.nl/~csmale/mt2ofx/en/

This software (MT2OFX) will handle the OFX download and reformat the
file for import into AceMoney.  The reformatting process allows you to
do things like examine the payees and determine just which payees
there are.

It's quite configurable and looks like it might be more than some
people would need but perhaps it would make a good 'advanced'
interface to the AceMoney program.
(hint hint)
:)

hth,
Brian

--- In acemoney@yahoogroups.com, "Jason Silver" <jasonsilver@c...> wrote:
>
> I 'third' it!
>
> A better way to handle it would be to create a database of payees for
> the way they're listed on the bank site, and how they're edited in
> AceMoney.
>
> For example, some stores, like WalMart, might have the name "Walmart
> store #3, or Walmart #2, or Walmart 360, etc.
>
> It's all Walmart as far as I'm concerned, and as far as AceMoney
> needs to be concerned.
>
> So if there was a database which kept track of imported names and
> automatically merged these names with existing payees, that would be
> terrific, and save me a bundle of time everytime I download new
> transactions.
>
> Thanks!
> ~Jason Silver
>
> --- In acemoney@yahoogroups.com, "Jaap van Dodeweerd"
> <jaap.vandodeweerd@g...> wrote:
> >
> > I second this request.
> >
> >  Could your program examine each downloaded file
> > and when importing it compare payees to existing
> > payees and if there is an existing partial string as
> > an elready existing Payee (case-insensitive) offer
> > to merge all thos payees with the previous payee?
> >
>

Hi,
when will new version expected to be released?
regards

--- In acemoney@yahoogroups.com, "MechCAD Software" <support@m...> wrote:
>
> Hi Remy,
>
> > In the Split Transaction dialog, the Subcategory field
> > does not allow more than 18 characters to be typed in
> > directly.  To input longer text for a new subcategory,
> > the text has to be edited later in the Categories screen.
>
> Thank you for bringing this up! We fixed it. The next version will
not have
> this limitation neither in subcategory, nor in category boxes.
>
> Alexander Simanov
> MechCAD Software
> http://www.mechcad.net
> support@m...
>

Hi ,

I came across this software while serfing on the net. I have
following problem...

My bank gives me statement in following format:
  Date     Transaction Details             Decrease Increase Balance
1-Jan-04  Payment for Credit Card No.5546  1948     0    x6570.34
7-Jan-04  ATM CASH WITHDRAWAL 	  3900     0    x2670.34
16-Jan-04 ATM CASH WITHDRAWAL 	  900     0    x1770.34
24-Jan-04 ATM CASH WITHDRAWAL 	  4000     0    x7770.34
27-Jan-04 ATM CASH WITHDRAWAL 	  1400     0    x6370.34
31-Jan-04 SALARY CREDIT :  SYSTEMS LTD       0    xx235   xx1605.34



I tried converting the QIF format using XL2QIF but , it is throwing
error.

What is going wrong OR how to convert this data OR how to import
this data ?

just copy & past
--- In acemoney@yahoogroups.com, "hrishig" <hrishig@y...> wrote:
>
> Hi ,
>
> I came across this software while serfing on the net. I have
> following problem...
>
> My bank gives me statement in following format:
>  Date     Transaction Details             Decrease Increase
Balance
> 1-Jan-04  Payment for Credit Card No.5546  1948     0
x6570.34
> 7-Jan-04  ATM CASH WITHDRAWAL 	  3900     0    x2670.34
> 16-Jan-04 ATM CASH WITHDRAWAL 	  900     0    x1770.34
> 24-Jan-04 ATM CASH WITHDRAWAL 	  4000     0    x7770.34
> 27-Jan-04 ATM CASH WITHDRAWAL 	  1400     0    x6370.34
> 31-Jan-04 SALARY CREDIT :  SYSTEMS LTD       0    xx235
xx1605.34
>
>
>
> I tried converting the QIF format using XL2QIF but , it is
throwing
> error.
>
> What is going wrong OR how to convert this data OR how to import
> this data ?
>

hrishig,

Is the data from your bank in CSV format? Is Excel interpreting the data
correctly - correct columns, proper format, etc?

You may need to change the date format of your data in Excel so XL2QIF can
read it correctly; and ensure you have 'separate debit/credit ticked.

What does the error message say?

Regards, Gary

----- Original Message -----
From: "hrishig" <hrishig@...>
To: <acemoney@yahoogroups.com>
Sent: Thursday, December 08, 2005 4:24 PM
Subject: [acemoney] Please help in importing the excel data


> Hi ,
>
> I came across this software while serfing on the net. I have
> following problem...
>
> My bank gives me statement in following format:
>  Date     Transaction Details             Decrease Increase Balance
> 1-Jan-04  Payment for Credit Card No.5546  1948     0    x6570.34
> 7-Jan-04  ATM CASH WITHDRAWAL   3900     0    x2670.34
> 16-Jan-04 ATM CASH WITHDRAWAL   900     0    x1770.34
> 24-Jan-04 ATM CASH WITHDRAWAL   4000     0    x7770.34
> 27-Jan-04 ATM CASH WITHDRAWAL   1400     0    x6370.34
> 31-Jan-04 SALARY CREDIT :  SYSTEMS LTD       0    xx235   xx1605.34
>
>
>
> I tried converting the QIF format using XL2QIF but , it is throwing
> error.
>
> What is going wrong OR how to convert this data OR how to import
> this data ?
>

I just balanced my checking account in AceMoney for the first time. Having
migrated from Quicken, I don't feel I understand what happened. I don't
know what to compare to what in determining what my real balance is?

The Balance Account screen lists three balances at the bottom right corner
of the screem: previous statement balance, current statement balance, and
outstanding balance. The AceMoney help file on account balancing says "the
reconciled balance should be equal to the last statement."

What is the "reconciled balance"? What is the "last statement"? I.e., how
do they relate to the balances listed on the Balance Account screen? And
how do they relate to the account balance at the bottom of the last column
on the account screen?

The lack of agreement in the terminology of the Balance Account screen and
the terminology of the helpfile makes it hard -- for me -- to understand
what's going on.

Any help would be appreciated.


Eric Weir
Decatur, GA
eweir@...

I've just discovered Ace Money Lite. During a quick perusal of it I
found one notable lack of functionality. My reason for keeping
accounts is so that I can ensure I have enough money in my accounts
and I do not go overdrawn.

Thus I am interested in predicting cashflow for 1-2 months ahead. This
seems avery reasonable request to me. Yet Ace Money does not provide
it! Why such a glaring ommission and is there any likelehood of it
being added in the future?

    Ciao Ric