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help with setup

PostPosted: Mon Feb 23, 2009 8:25 am
by bessiematthews
I just downloaded this program. I am coming from Microsoft Money, & have unsuccessfully tried several personal finance programs on my mac. I cannot get my accounts set up. I keep getting an error message after I have filled in all the account information for my 1st acct. the error is "database is closed". This has happened 4 times now even though I have followed the instructions! What is wrong?

Re: help with setup

PostPosted: Mon Feb 23, 2009 9:05 am
by mthadm
We PMd you, please check email

Re: help with setup

PostPosted: Wed Feb 25, 2009 12:41 am
by slabman
Similar issues. I've downloaded a .qif file from BofA and cannot seem to get this data into the data file. I've tried everything, yet there doesn't seem to be any help manual available. I need a section which might be entited "Getting Started". How do I get started?

Re: help with setup

PostPosted: Wed Feb 25, 2009 9:01 am
by mthadm
You need to create the database first (File-New-New File)

Once database is created you can import the file into it (File-Import-Import QIF)

Re: help with setup

PostPosted: Wed Feb 25, 2009 10:10 am
by slabman
OK, so I've loaded my .qdf data, but it won't let me accept it. Do to do? I'm trying to highlight it, but no luck.

Re: help with setup

PostPosted: Wed Feb 25, 2009 11:03 am
by slabman
Make that a .qif file. My error. Is there a way to download directly from my bank to update regularly? Or must I first download data from the bank into a file and then import it into the program?

Re: help with setup

PostPosted: Wed Feb 25, 2009 11:46 am
by mthadm
You need to match internal accounts with the accounts you downloaded/imported


Please take a look at this page from the wiki

http://wiki.mthbuilt.com/Downloading_transactions