questions about downloaded transactions
Posted: Tue Feb 10, 2009 10:58 pm
First, a little pat on the back to MTH: your software looks really good. The Mac market is wide open for a good personal finance application, because there aren't any good ones. (I won't name names, but each of the major contenders has some serious issues.) I've been wondering for the longest time why no one was stepping up to fill this gaping hole. I sure hope this software does well.
Anyway, on to my questions: I just set up my credit card account, and downloaded all the available transactions from the bank. I accepted all the transactions.
(1) Is there any way to manually accept or reject individual transactions, or manually match transactions, or is the entire process automated? There are a lot of times when I don't want a transaction to go into the register. For example, when you buy an airline ticket, the airline will usually put a couple of zero-dollar transactions on your bill for trip insurance etc. I'd like to delete stuff like that before it gets into the register.
(2) Does MyMoney ever remember which transactions you downloaded from the bank, and only download the new ones? So far, every time I do a download, all the transactions all the way back to July 2008 appear in the "Downloaded Transactions" window, even though I get the message "There are no new transactions posted to <<account name>>." I was hoping that only the new transactions would appear.
Thanks, and best of luck to MTH on your quest to finally give us Mac users a great personal finance app!
Anyway, on to my questions: I just set up my credit card account, and downloaded all the available transactions from the bank. I accepted all the transactions.
(1) Is there any way to manually accept or reject individual transactions, or manually match transactions, or is the entire process automated? There are a lot of times when I don't want a transaction to go into the register. For example, when you buy an airline ticket, the airline will usually put a couple of zero-dollar transactions on your bill for trip insurance etc. I'd like to delete stuff like that before it gets into the register.
(2) Does MyMoney ever remember which transactions you downloaded from the bank, and only download the new ones? So far, every time I do a download, all the transactions all the way back to July 2008 appear in the "Downloaded Transactions" window, even though I get the message "There are no new transactions posted to <<account name>>." I was hoping that only the new transactions would appear.
Thanks, and best of luck to MTH on your quest to finally give us Mac users a great personal finance app!