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  #3  
Old 09-15-2005, 06:33 AM
Chris Cowles
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Default Re: Account Balance

I only use the paper statement only to get the closing balance and closing
date. I enter those in the balancing process. Rarely does it not balance
but, if it does not, I want the printed statement to use in resolving the
error.

You are correct that there is not, nor has there ever been, any function in
Money like you describe from Quicken.
--
Chris Cowles
Gainesville, FL


DaveM wrote:
- quote -

> I never use my "paper" statement anymore. I download each day and accept
> my
> transactions. I like to reconcile each day as well. In Quicken, the
> balance
> was downloaded along with all of the transactions, so when I clicked on
> "Reconcile" there was an option to use the downloaded balance. There
> doesn't
> seem to be anything like that in Money. I have to navigate to my bank's
> site, and look at the current balance, then enter it into Money... Very
> inconvienient...



  #2  
Old 09-15-2005, 01:20 AM
DaveM
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Posts: n/a
Default RE: Account Balance

I never use my "paper" statement anymore. I download each day and accept my
transactions. I like to reconcile each day as well. In Quicken, the balance
was downloaded along with all of the transactions, so when I clicked on
"Reconcile" there was an option to use the downloaded balance. There doesn't
seem to be anything like that in Money. I have to navigate to my bank's
site, and look at the current balance, then enter it into Money... Very
inconvienient...

"Gatorman98" wrote:

- quote -

> To reconcile you need to specify a date for reconciling and a balance. When
> I get my bank statement I type in the amount and date and it reconciles very
> fast.
> Jeff
> "DaveM" wrote:
> > Hi,
> > > I am a former Quicken user. Using quicken to reconcile an on-line enabled

> > checking account, the account balance would be filled in after I downloaded
> > the latest transactions.
> > > Now using Money, I have enabled my checking account for on-line use, and I

> > am able to download transactions. However, when I reconcile (Balance) this
> > account, the account balance box is blank. This forces me to go to my bank's
> > web site to get the balance and fill it in.
> > > I hope that my copy of Money 2006 just has a bug... Is this not a feature of

> > Money Deluxe 2006???

>
  #1  
Old 09-15-2005, 01:09 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Account Balance

I think some people have a concept of balancing their account essentially
continuously with the bank, using downloaded data. I think Money's design is
more attuned to balancing against the periodic printed account statement. I
don't find that a problem.
--
Chris Cowles
Gainesville, FL



Gatorman98 wrote:
- quote -

> To reconcile you need to specify a date for reconciling and a balance.
> When
> I get my bank statement I type in the amount and date and it reconciles
> very
> fast.
> Jeff
> "DaveM" wrote:
> > Hi,
> > > I am a former Quicken user. Using quicken to reconcile an on-line

> > enabled
> > checking account, the account balance would be filled in after I
> > downloaded
> > the latest transactions.
> > > Now using Money, I have enabled my checking account for on-line use, and

> > I
> > am able to download transactions. However, when I reconcile (Balance)
> > this
> > account, the account balance box is blank. This forces me to go to my
> > bank's web site to get the balance and fill it in.
> > > I hope that my copy of Money 2006 just has a bug... Is this not a

> > feature of
> > Money Deluxe 2006???



 
Old 09-14-2005, 09:28 PM
Gatorman98
Guest
 
Posts: n/a
Default RE: Account Balance

To reconcile you need to specify a date for reconciling and a balance. When
I get my bank statement I type in the amount and date and it reconciles very
fast.

Jeff
"DaveM" wrote:

- quote -

> Hi,
> I am a former Quicken user. Using quicken to reconcile an on-line enabled
> checking account, the account balance would be filled in after I downloaded
> the latest transactions.
> Now using Money, I have enabled my checking account for on-line use, and I
> am able to download transactions. However, when I reconcile (Balance) this
> account, the account balance box is blank. This forces me to go to my bank's
> web site to get the balance and fill it in.
> I hope that my copy of Money 2006 just has a bug... Is this not a feature of
> Money Deluxe 2006???

  #-1  
Old 09-12-2005, 07:06 PM
DaveM
Guest
 
Posts: n/a
Default Account Balance

Hi,

I am a former Quicken user. Using quicken to reconcile an on-line enabled
checking account, the account balance would be filled in after I downloaded
the latest transactions.

Now using Money, I have enabled my checking account for on-line use, and I
am able to download transactions. However, when I reconcile (Balance) this
account, the account balance box is blank. This forces me to go to my bank's
web site to get the balance and fill it in.

I hope that my copy of Money 2006 just has a bug... Is this not a feature of
Money Deluxe 2006???

 

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