Earl,

I find it very strange that bank representative cannot tell you, the customer,
an address of their OFX server. Perhaps tomorrow they will hide their web site
from the public and will tell you that Internet Explorer/Firefox/Safari
developers should call them to obtain it before the customer can access it :-)

Nevertheless we did some research and it turns out that Bank of America,
California is already supported. In the Online Setup dialog try to select
"Credit card" as the online service type and "Bank of America, CA" as online
service provider.

Note that to make it work you need to call 1-800-792-0808 and ask the CSR to
"enable transaction downloading in Quicken". There may be a $9.95 monthly charge
for this convenience for customers. Once enabled, you can download transactions
for all the accounts that are linked in your online banking.

If you have any further problems with it, please contact our tech support
service directly at http://support.mechcad.net.

Alex
MechCAD Software


--- In acemoney@yahoogroups.com, "edaley@..." <edaley@...> wrote:
>
> Alex,
>
> BofA said AceMoney should contact their marketing or business relations for
that information. The only other suggestion they had was I try the "BofA all
except CA" option because the banking laws were changing. But that didn't work.
Is it always this way to add a new bank? I need this function to work or I have
to use a different program.
>
> Thank you.
>
> Earl
>
> --- In acemoney@yahoogroups.com, "asimanov" <acemoney@> wrote:
> >
> > Earl,
> >
> > Yes, we need the following:
> >
> > 1. Address of the OFX server, something like
https://ofx.bankofcalifornia.com
> >
> > 2. FID, usually a four or five digits number.
> >
> > 3. ORG, full or short name of the financial institution used for OFX
authentication.
> >
> > This is the bare minimum required for establishing direct connects. If your
bank can provide this data, we will add it to AceMoney right away.
> >
> > Alex.
> >
> > --- In acemoney@yahoogroups.com, "edaley@" <edaley@> wrote:
> > >
> > > Alex,
> > >
> > > The person at BofA CA tech said they do direct connect for other personal
finance software and it shouldn't be a problem. Do you need other information?
> > >
> > > Earl
> > >
> > > --- In acemoney@yahoogroups.com, "asimanov" <acemoney@> wrote:
> > > >
> > > > Hi Earl,
> > > >
> > > > OFX files are available for download from their web site, AceMoney
certainly can import them, but you would have to login to the web site and
navigate to the download link manually.
> > > >
> > > > The bank should provide an OFX server for completely automated downloads
(what we call direct connect), but if it is not available, import of OFX or QIF
files is your best option.
> > > >
> > > > Alex.
> > > >
> > > > --- In acemoney@yahoogroups.com, "edaley@" <edaley@> wrote:
> > > > >
> > > > > Hi Alex,
> > > > >
> > > > > Called BofA California and they said they offer OFX "files". And that
I would have to call BofA tech to have it configured. Is that something you can
instruct me how to do? Any suggestions on my next step?
> > > > >
> > > > > Earl
> > > > >
> > > > > --- In acemoney@yahoogroups.com, "asimanov" <acemoney@> wrote:
> > > > > >
> > > > > > Hello,
> > > > > >
> > > > > > > Bank-of-America in California is not a choice for bank download
> > > > > > > transactions (it is for credit card). Is this something that will
be
> > > > > > > added shortly?
> > > > > >
> > > > > > Call your bank and ask them if there is an OFX server available for
the direct connections. If it does exist, contact us and we will explain how to
add it.
> > > > > >
> > > > > > AceMoney simply implements industry standard protocol (OFX), if the
bank supports it then we can connect to it.
> > > > > >
> > > > > > Alex
> > > > > > MechCAD Software
> > > > > >
> > > > >
> > > >
> > >
> >
>

When I change a favorite report (created from a standard report) the display
title of the favorite report is lost.

Example, I open a favorite report with the title "my title".  It displays the
title correctly at the top of the screen as "my title".  I make a change by
selecting another category in the filter.  The displayed title changes from "my
title" to "Monthly spendings by subcategories".


This is not harmful.  But it is confusing.  The title field for display loses
the value of the favorite report.

I don't think this has an answer, but I'll ask anyway.   When I add a new
category or subcategory, I would like to add it quickly to all my many reports. 
I would like with "one click" to add it to all reports instead of having to
select, update, find the report in my favorites list, and re-save each report. 
When there are several new subcategories added, it gets pretty tedious.

Just asking.

Another way of looking at the cat/subcat filter, can reports be defined to only
display cats/subcats if there is an actual or budget value by default?

If this is possible - then have a filter to exclude a cat or subcat.

(I now have to select manually all cat/sub cats that I know have a value and
save that as the "all" report.  Then, I refine that by unselecting the big
one-time transactions for a report of regular budgeted  transactions.)

Hello,

My main bank (Citi UK) puts the name of the company from which direct debits are
initiated in the comments field when I directly import from their web site via
qif files into acemoney.

The comment field is text such as direct debit, direct credit etc describing the
nature of the transaction.

Is there any way that I can get import rules to work on Comments field rather
than the payee field?

Ideally would want to flip the order.

I suspect I could always download to file and do some manipulation on the qif
file and then import it - but changing the above seems an easier way and
possibly if others have same issue - something to add?

thanks
sukand

Alex,
If you refer to the screen shots in the page of 'Acemoney for pocket PC'
- the word 'Period' is misspelled.

I am planning to buy Acemoney for Pocket PC' , so also would like to
know, will the features/bug fixes recently made available in 4.1.1 be
available in the recent 'Acemoney for Pocket PC'?

I know you told me last time - you may not have plans to support Windows
7 Phone Series/Android/Symbian? Do you have any plans changed in this!
World is changing to any one of the above OS versions.

Thanks
Kasee

Hello everyone in the UK,

I have a spread of fund investments - some in a pension (L&G), others
self-invested via Hargreaves lansdowne SIPP...

I have struggled to get fund quotes downloaded automatically other than updating
prices periodically from the provider sites.

Yahoo Finance UK after tons of searches gives quotes but very different from the
provider pages. Google finance - no hope. Bloomberg - i struggled. MSN UK -
shows HL funds but cannot search for price...

Anyone having better luck than me?

Best, sukand

I like the feature that MS Excel has that shows me the Sum (or Count or Average,
etc) of selected cells in the lower right of the bottom status bar.

I'd like to see this in AceMoney. The sum of the transactions I have selected
(contiguous with shift or randomly with Ctrl-click) in the lower right corner of
a report as well as the transaction register. I'd rather it not be in the
tooltip over "Total:" in a register because reports don't have this and that
would require moving the mouse and a delay to see it. I often want to see the
total of specific transactions I am viewing in a report or even the register
view and this would help out a lot.

Thanks!

-Michael

Hi Kasee,

> If you refer to the screen shots in the page of 'Acemoney for pocket
> PC' - the word 'Period' is misspelled.

Thanks, we fixed it!

> I am planning to buy Acemoney for Pocket PC' , so also would like to
> know, will the features/bug fixes recently made available in 4.1.1
> be available in the recent 'Acemoney for Pocket PC'?

Yes, we are planning to release an update very soon and the new version will
handle the new features of the desktop version.

> I know you told me last time - you may not have plans to support
> Windows 7 Phone Series/Android/Symbian? Do you have any plans
> changed in this! World is changing to any one of the above OS
> versions.

Yes :-) Still no plans for Symbian, and definitely no plans for Windows 7 Phone
Series. Android is gaining a significant market share and we have to consider
it, the only issue is that it is Java based and AceMoney is written in C++, so
it will not be very easy to port it.

Alex
MechCAD Software

Sukand,

> Is there any way that I can get import rules to work on Comments
> field rather than the payee field?

Import rules already support this mode. We get all the fields reported by the
bank (payee, category, comment, etc) and try to find a matching rule.

If you believe that the import rule should be applied and AceMoney does not
apply it, please post .qif file along with a sample data file containing import
rule to our tech support service and we will look into this problem.

Alex
MechCAD Software

Hi,

Actually this is as designed. As soon as you modify the original, previously
saved favorite report, it essentially becomes a new report. The original title
only describes the saved report. As soon as you save the new report, the title
will be back because now you will be looking at the genuine unmodified favorite
report.

Alex.


--- In acemoney@yahoogroups.com, "netmouser" <netmouse@...> wrote:
>
> When I change a favorite report (created from a standard report) the display
title of the favorite report is lost.
>
> Example, I open a favorite report with the title "my title".  It displays the
title correctly at the top of the screen as "my title".  I make a change by
selecting another category in the filter.  The displayed title changes from "my
title" to "Monthly spendings by subcategories".
>
>
> This is not harmful.  But it is confusing.  The title field for display loses
the value of the favorite report.
>

I have checked the archives for those who are interested in/undertake
comprehensive analysis of their AM data.

What do people use if they want more flexibility in their analysis? What about
trying to observe any degree of interaction between any chosen 2, 3, 4 or more
AM variables or factors? Will a spreadsheet be sufficient for this? Or is there
a need to utilise another form of software for such analysis? Does anyone here
do this?

The best one presently seems to be able to get is via reports which can provide
a month x subcategory analysis. This and others seem to provide analysis on what
I term `line' items or analysis.

Thanks.

Elius

Hi,

I have seen a couple of posts discussing the need to budget with different
amounts each month/week, etc.

Is this feature already implemented, or is it something we will see in the near
future?

For example my electricity bill differs enormously depending if it is December
or July. And usually we go on vaccation in March, July and October, but does not
spend anything in this category the other months.

Regards,


Dag

I have just downloaded AceMoney.  I have been using Microsoft Money for 5 years,
and the conversion seems to have done only the 2010 calendar year.  Did I miss
something?  I'd like my history to be included.

Also,  MMoney provided a 30-day future for planned bills and deposits.  I really
liked that feature.  Is it available with AceMoney?

Thanks in advance, Carolyn

Hi Carolyn,

> I have just downloaded AceMoney.  I have been using Microsoft Money
> for 5 years, and the conversion seems to have done only the 2010
> calendar year.  Did I miss something?  I'd like my history to be
> included.

Is there a chance that the exported report had only 2010 transactions? Please do
import/export again, closely follow the instructions published here:
http://www.mechcad.net/products/acemoney/import-from-microsoft-money.shtml

Pay special attention to the step #8.

> Also,  MMoney provided a 30-day future for planned bills and
> deposits.  I really liked that feature.  Is it available with
> AceMoney?

Yes, but a bit differently. The schedule page of AceMoney displays all recurring
bills and deposits along with their due dates, but only one instance of each.
The account page may display the future instances of your bills/deposits for the
period of time selected in Tools->Options (one month by default).

Alex
MechCAD Software

Hi,

Any news on the iPhone App? Will it sync with the version runnning on my PC?

Regards.

Thanks.  I'm still working on the export issue.  I re-exported the MMoney data. 
The process created 3 icons on my desktop, but when I went into AceMoney,
selected new, then selected import, the window that appeared showed only 1
AceMoney file on the desktop, so I selected it.  It now appears that I have all
my historical data, but I can't be certain because the transaction lines in (for
example) my chequing account are jumbled ... not in chronological order (or any
other order).  I'd like the transactions to be in chronological order.  How can
we do this?

I would also be interested in an iPhone version.

Thanks,
Jeremy

On Wed, June 9, 2010 1:46 pm, Angela Melvin wrote:
> I would also be very interested in an iphone version.
>
>
>
> From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> Of McMillan, Carol
> Sent: 09 June 2010 17:50
> To: 'acemoney@yahoogroups.com'
> Subject: RE: [acemoney] iPhone
>
>
>
>
>
> Any news on a Blackberry App?
>
>
>
>   _____
>
> From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> Of james.symonds@...
> Sent: June 9, 2010 12:13 PM
> To: acemoney@yahoogroups.com
> Subject: [acemoney] iPhone
>
>
>
> Hi,
>
> Any news on the iPhone App? Will it sync with the version runnning on my
> PC?
>
> Regards.
>
>
>
>

You can sort by any column.  Just click on the column header.

--- In acemoney@yahoogroups.com, "cbwaddell@..." <cbwaddell@...> wrote:
>
> Thanks.  I'm still working on the export issue.  I re-exported the MMoney
data.  The process created 3 icons on my desktop, but when I went into AceMoney,
selected new, then selected import, the window that appeared showed only 1
AceMoney file on the desktop, so I selected it.  It now appears that I have all
my historical data, but I can't be certain because the transaction lines in (for
example) my chequing account are jumbled ... not in chronological order (or any
other order).  I'd like the transactions to be in chronological order.  How can
we do this?
>

I'm new to AceMoney.   :-)     How do I delete an old account?  (I know.  Be
careful.  Yes, I really want to.)  Thanks in advance, C

You folks are being very helpful.   Now, ...
... how do I delete an account?  (I know ... think twice ... I have.)

Thanks in advance.           c

--- In acemoney@yahoogroups.com, "cbwaddell@..." <cbwaddell@...> wrote:
>
> Thanks.  I'm still working on the export issue.  I re-exported the MMoney
data.  The process created 3 icons on my desktop, but when I went into AceMoney,
selected new, then selected import, the window that appeared showed only 1
AceMoney file on the desktop, so I selected it.  It now appears that I have all
my historical data, but I can't be certain because the transaction lines in (for
example) my chequing account are jumbled ... not in chronological order (or any
other order).  I'd like the transactions to be in chronological order.  How can
we do this?
>

Thanks.  I should have been able to figure that out.   :-)   c

--- In acemoney@yahoogroups.com, "ju_wills" <julie.wills@...> wrote:
>
> You can sort by any column.  Just click on the column header.
>
> --- In acemoney@yahoogroups.com, "cbwaddell@" <cbwaddell@> wrote:
> >
> > Thanks.  I'm still working on the export issue.  I re-exported the MMoney
data.  The process created 3 icons on my desktop, but when I went into AceMoney,
selected new, then selected import, the window that appeared showed only 1
AceMoney file on the desktop, so I selected it.  It now appears that I have all
my historical data, but I can't be certain because the transaction lines in (for
example) my chequing account are jumbled ... not in chronological order (or any
other order).  I'd like the transactions to be in chronological order.  How can
we do this?
> >
>

Hi,

> You folks are being very helpful.   Now, ...
> ... how do I delete an account?  (I know ... think twice ... I have.)

Right click on the account name on the main page (account list) and select
Delete.

Alex

We still are planning an iPhone version and will publish an announcement in this
group as soon as it is available. The good news is that the core of AceMoney
already builds on all major OSes supporting C++ development (this excludes
Android and Blackberry), so user interface is the only missing component.

Alex

--- In acemoney@yahoogroups.com, "Jeremy Landes" <jlandes@...> wrote:
>
> I would also be interested in an iPhone version.
>
> Thanks,
> Jeremy
>
> On Wed, June 9, 2010 1:46 pm, Angela Melvin wrote:
> > I would also be very interested in an iphone version.
> >
> >
> >
> > From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> > Of McMillan, Carol
> > Sent: 09 June 2010 17:50
> > To: 'acemoney@yahoogroups.com'
> > Subject: RE: [acemoney] iPhone
> >
> >
> >
> >
> >
> > Any news on a Blackberry App?
> >
> >
> >
> >   _____
> >
> > From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> > Of james.symonds@...
> > Sent: June 9, 2010 12:13 PM
> > To: acemoney@yahoogroups.com
> > Subject: [acemoney] iPhone
> >
> >
> >
> > Hi,
> >
> > Any news on the iPhone App? Will it sync with the version runnning on my
> > PC?
> >
> > Regards.
> >
> >
> >
> >
>

Thank you again.   C

--- In acemoney@yahoogroups.com, "asimanov" <acemoney@...> wrote:
>
> Hi,
>
> > You folks are being very helpful.   Now, ...
> > ... how do I delete an account?  (I know ... think twice ... I have.)
>
> Right click on the account name on the main page (account list) and select
Delete.
>
> Alex
>

----- Original Message ----
From: "McMillan, Carol" carol.mcmillan@...>
To: acemoney@yahoogroups.com
Sent: Wed Jun 9, 2010 9:53 am (PDT)
Subject: Re: iPhone

> Any news on a Blackberry App?

It is slow going, I do not have a lot of free time to work on it.  With that
said, I did just the other night get a bare-bones Blackberry app to successfully
load an AceMoney .mmw file.  So now I am nearly ready to start working on a UI
to display that data.

That's Great.

As a request, please make point of sale entry as quick as possible.
For common purchases I think 3 key touches and then the price is ideal.

Not sure how you'll do that though :)

Perhaps a short cut code for the payee and auto complete for category / sub
category.



--- In acemoney@yahoogroups.com, "asimanov" <acemoney@...> wrote:
>
> We still are planning an iPhone version and will publish an announcement in
this group as soon as it is available. The good news is that the core of
AceMoney already builds on all major OSes supporting C++ development (this
excludes Android and Blackberry), so user interface is the only missing
component.
>
> Alex
>
> --- In acemoney@yahoogroups.com, "Jeremy Landes" <jlandes@> wrote:
> >
> > I would also be interested in an iPhone version.
> >
> > Thanks,
> > Jeremy
> >
> > On Wed, June 9, 2010 1:46 pm, Angela Melvin wrote:
> > > I would also be very interested in an iphone version.
> > >
> > >
> > >
> > > From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> > > Of McMillan, Carol
> > > Sent: 09 June 2010 17:50
> > > To: 'acemoney@yahoogroups.com'
> > > Subject: RE: [acemoney] iPhone
> > >
> > >
> > >
> > >
> > >
> > > Any news on a Blackberry App?
> > >
> > >
> > >
> > >   _____
> > >
> > > From: acemoney@yahoogroups.com [mailto:acemoney@yahoogroups.com] On Behalf
> > > Of james.symonds@
> > > Sent: June 9, 2010 12:13 PM
> > > To: acemoney@yahoogroups.com
> > > Subject: [acemoney] iPhone
> > >
> > >
> > >
> > > Hi,
> > >
> > > Any news on the iPhone App? Will it sync with the version runnning on my
> > > PC?
> > >
> > > Regards.
> > >
> > >
> > >
> > >
> >
>