Build 2.0.28 is scheduled for release on Friday, May 30th

General Discussions and Announcements

Build 2.0.28 is scheduled for release on Friday, May 30th

Postby mthadm » Wed May 28, 2008 12:12 pm

Build 28 - 05/30/22
+We enabled 'autosync' feature - OFX updates with the participating banks.
It is now possible to update your account information and download
data into My Money database directly from a bank.
+ Bug fixes
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MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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Re: Build 2.0.28 is scheduled for release on Friday, May 30th

Postby Zoolook » Sun Jun 01, 2008 1:16 am

The download from Bank is something that is very poorly implemented in iBank 3 and on MoneyDance, so as soon as you fix the Chase bug, I'll be interested to see how it goes.

In MS Money, for all its faults, it is very easy to mix between downloading transactions and manually inputting them. I generally try to input things as I spend and every few days download. MS Money then tries to match things up (usually does ok) and you can accept or change the proposed matches.

In iBank and in MoneyDance, you only have the option if importing or ignoring transactions that are proposed for download. If you ignore them, then appear again and again until those items have physically been reconciled. In other words there is no benefit for actually inputting things manually.

I noticed on my Amex account, which was the only thing I could get going with the direct connect, that when you import data, it doesn't know what account to go to unless you tell it (is this because I did not input the account numbers when I set them up?)

If you have seen MS Money working, what do you think of the auto-matching feature they've implemented?

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Re: Build 2.0.28 is scheduled for release on Friday, May 30th

Postby mthadm » Sun Jun 01, 2008 1:22 am

We look at a number of things when matching accounts:

1) Account numbers should match

if they are missing then

2) Account Keys and BranchID's should match (these are used mostly on European Accounts, not US)

if they are missing then

3) Account names should match down to the last letter

If neither of these things is present we will require to match the accounts manually.

Once matched we will remember that and you will not need to match them again.
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
User avatar
mthadm
Site Admin
 
Posts: 1056
Joined: Mon May 05, 2008 12:58 am


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