Subject: Re: Account assigner extension - msg#00057

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Re: A seemingly simple enhancement. Your thoughts?

On Wed, 14 Jul 2004 at 7:09am, Alan Cole wrote: <snip> >I am coming from MS Money. A couple of the features that I miss from it >are in the Reminders. The first is that you open up the Reminders list, >highlight the bills you want to pay, and it would show the final balance >of the account being withdrawn from. Similar to the suggestion given. >The second, and the one feature I miss most is the ability to edit >individual reminders. An example would be a credit card bill. I pay this >off each month, so the balance to be paid varies from month to month. In >Money, I would open the upcoming reminder for that credit card, edit the >estimated amount in the reminder to the actual amount from the statement. >I could then save the individual reminder with the corrected amount. Then >when the bill was actually due, the reminder would pop up with the correct >amount. I do that second operation on several reminders - What's the problem? -- Regards Dave Saville

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Re: A seemingly simple enhancement. Your thoughts?

> On Wed, 14 Jul 2004 at 7:09am, Alan Cole wrote: > > <snip> >>I am coming from MS Money. A couple of the features that I miss from it >>are in the Reminders. The first is that you open up the Reminders list, >>highlight the bills you want to pay, and it would show the final balance >>of the account being withdrawn from. Similar to the suggestion given. >>The second, and the one feature I miss most is the ability to edit >>individual reminders. An example would be a credit card bill. I pay >> this >>off each month, so the balance to be paid varies from month to month. In >>Money, I would open the upcoming reminder for that credit card, edit the >>estimated amount in the reminder to the actual amount from the statement. >>I could then save the individual reminder with the corrected amount. >> Then >>when the bill was actually due, the reminder would pop up with the >> correct >>amount. > > I do that second operation on several reminders - What's the problem? > > -- > Regards > > Dave Saville > Dave, How do you save the reminder, without entering the transaction? I have been unable to save a different amount in a reminder. Thanks, Al

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Account assigner extension

What is happening with this extension? Andy

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Re: Account assigner extension

Wow, that's really nice of you to give it away for free. I find this extension insanely useful! Thanks! Andy On Jul 14, 2004, at 12:36 PM, Evert Hoff wrote: Andy Pastuszak wrote: What is happening with this extension? Hi Andy, I've decided to make this extension available for free. You can download a version that will not expire from: http://www.claritytools.com/openminds/AccountAssigner.mxt If for some reason your computer saves it as AccountAssigner.mxt.zip, just rename the file to AccountAssigner.mxt For those who are not familiar with this extension yet: It allows you to automatically assign downloaded bank transactions to their correct accounts. You do this by setting up rules that look for certain pieces of text in the transaction's description (memo field). For example, you could set up a rule that assigns any transaction that contains the word "BANK" to the account Bank Charges, but not if it also contains the word "TRANSFER". Thus, the transactions "BANK COST" and "BANK FEE" would both be assigned to the account Bank Charges, but not the transaction "BANK TRANSFER TO X". This rule would read as follows: "If (Memo includes text 'BANK') AND (NOT Memo includes text 'TRANSFER'), then set the account to 'Bank Charges'." Installation Instructions: * 1. Download the AccountAssigner.mxt file to your computer. 2. Start Moneydance. 3. Click on the menu "Extensions" > "Add..." 4. Select "From File". 5. Click "Choose File" and select the AccountAssigner.mxt file on your computer. 6. Click "Next >>". 7. Click "Finish". * Regards, Evert _______________________________________________ moneydance-info mailing list moneydance-info-9r4ZbaxQinxoiYX5Tdu9fQ@xxxxxxxxxxxxxxxx http://moneydance.com/mailman/listinfo/moneydance-info