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  #9  
Old 09-24-2006, 01:21 PM
sara
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Default Re: Options to Money software..?

salam

--
دنستدارشكا
شمفا
"William R Wood" <secret[at]???.net> wrote in message
news:OM3nicF2GHA.4108[at]TK2MSFTNGP04.phx.gbl...
- quote -

> Yes, look at Moneydance.com
> Simple to use and way faster, cleaner and smaller than Money.
> But if you want your hand held, I would suggest Money Essentials.
> Regards,
> Bill Wood
> "wrh61" <wrh61[at]discussions.microsoft.com> wrote in message
> news99D09EF-D9A2-407B-9919-DFC1C1AB81AC[at]microsoft.com...
> > I have found that money and quicken are being long and hard to learn.

Does
> > anyone know of simplier software options of simple download and

organizing
> > bank statements ?



  #8  
Old 09-20-2006, 01:51 PM
Dick Watson
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Default Re: Options to Money software..?

Gee. I was thinking that was what Money was targeted at...

"ZootRot" <NoSpam[at]NoSpam.com> wrote in message
news:uuuTJlL3GHA.2096[at]TK2MSFTNGP05.phx.gbl...
- quote -

> They are typically targeted at a user with basic, simple requirements.


  #7  
Old 09-20-2006, 01:32 PM
ZootRot
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Default Re: Options to Money software..?

Look at download.com. There are a few progs for personal financial
management. They are typically targeted at a user with basic, simple
requirements.


"wrh61" <wrh61[at]discussions.microsoft.com> wrote in message
news99D09EF-D9A2-407B-9919-DFC1C1AB81AC[at]microsoft.com...
- quote -

> I have found that money and quicken are being long and hard to learn. Does
> anyone know of simplier software options of simple download and organizing
> bank statements ?



  #6  
Old 09-14-2006, 11:40 PM
William R Wood
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Posts: n/a
Default Re: Options to Money software..?

Yes, look at Moneydance.com

Simple to use and way faster, cleaner and smaller than Money.

But if you want your hand held, I would suggest Money Essentials.

Regards,


Bill Wood



"wrh61" <wrh61[at]discussions.microsoft.com> wrote in message
news99D09EF-D9A2-407B-9919-DFC1C1AB81AC[at]microsoft.com...
- quote -

> I have found that money and quicken are being long and hard to learn. Does
> anyone know of simplier software options of simple download and organizing
> bank statements ?



  #5  
Old 09-14-2006, 06:28 PM
Dick Watson
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Default Re: Options to Money software..?

We can call anything anything. At some level, it's all just semantics.

Back to the OPs request: wrh61 wants "simple" software that:

a) downloads statements. By the definition that an OFX file is a statement,
then Money qualifies. Per his/her request, MEss might make this somehow
simpler than Money or Quicken, but I'm not sure how much simpler it really
is because I don't know what wrh61 finds un-simple in M/Q. Setting up the
download? Doing something with the statement once downloaded?

b) organize statements. By the definition that an OFX file is a statement,
then the result of using Money, MEss or otherwise, is to organizing
"statements" (=OFX files) as peanut butter is to peanuts in the shell.

Anybody else that wants to take a swing at the OPs question is more than
welcome to.

p.s., I'll bet you can whip out a printout of an OFX "statement" to a
customer service Vice President (you know, anybody who isn't a janitor) at
any bank in the country, tell them "I have a question about my
statement...", start pointing at the "statement", and get noting better than
a really dull clueless stare. (Granted, you might only do slightly better
with a traditional "statement" in hand.) But it's all just semantics.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:494jg2t2p6dfitm943s4kv8ahrickmfscm[at]4ax.com...
- quote -

> So while you may prefer to call an OFX file a collection of
> transaction and balance data, many do reasonably call it a
> statement.



  #4  
Old 09-14-2006, 05:34 PM
Cal Learner-- MVP
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Default Re: Options to Money software..?

In microsoft.public.money, Dick Watson wrote:

- quote -

> Yah, but you download the "statement" with a browser, right? And then it's a
> what? A .PDF or similar? I guess were I'm coming from is that if you
> download an .OFX file, it's not a "statement", it's transaction data. If
> it's some kind of nice human-readable statement, I don't know of any
> interface to Q, M, EasyMoney, MoneyDance, GNUcash, etc., that can do
> anything with it. It's just a pretty human-readable statement replete with
> ads and logos and balance-by-day and cleared item sections and yield
> information and mailing addresses and so forth.


Warning-- semantics discussion:

An OFX download would seem to meet these definitions:
http://www.investorwords.com/56/account_statement.html
http://glossary.global-investor.com/...116&PopupMode=

Here is a search that incorporates "statement" and "OFX":
http://beta.search.live.com/results.....y=0&go=Search

So while you may prefer to call an OFX file a collection of
transaction and balance data, many do reasonably call it a
statement.

  #3  
Old 09-14-2006, 05:22 PM
Marilyn & Bob
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Posts: n/a
Default Re: Options to Money software..?

Just to be clear, I download an OFX file that contains the transaction data
from day 1 of my last issued statement to day 28/30/31 of that statement.
This imports directly in Money.
--
Peace,
BobJ

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ORqHRx61GHA.4924[at]TK2MSFTNGP05.phx.gbl...
- quote -

> Yah, but you download the "statement" with a browser, right? And then it's
> a what? A .PDF or similar? I guess were I'm coming from is that if you
> download an .OFX file, it's not a "statement", it's transaction data. If
> it's some kind of nice human-readable statement, I don't know of any
> interface to Q, M, EasyMoney, MoneyDance, GNUcash, etc., that can do
> anything with it. It's just a pretty human-readable statement replete with
> ads and logos and balance-by-day and cleared item sections and yield
> information and mailing addresses and so forth.
> Perhaps I should have answered that IE or Firefox, Adobe Reader, and
> Windows Explorer is what the OP needs to "download and organiz[e] bank
> statements"? You know: Open the statement in the Adobe Reader control from
> the browser, and then do a file save as, say, my documents\downloaded
> statements\2006\my bank checking\2006-09-31 statement.pdf. Sounds like it
> meets both requirements of 1) download statements and 2) organize
> statements to me.
> I guess my assumption was that wrh61 was looking for *slightly* more
> value-add than that. Perhaps not.
> "Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
> news:uVAULf61GHA.1040[at]TK2MSFTNGP06.phx.gbl...
> > Some banks allow you to download statements from their website. For
> > example I have two MBNA (BoA) credit card accounts which provide
> > statement downloads. They do not provide real time transaction
> > downloads, so I have to wait for the statement to be produced each month
> > in order to download my transactions into Money.
> > > "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in

> > message news:ejVTJo51GHA.1252[at]TK2MSFTNGP04.phx.gbl...
> > > You might try the trial of Money Essential. You sound like the type of
> > > user I think they target with that product. There is a trial version
> > > available on the website.
> > > > > But it doesn't download "statements". I'm not sure any software does
> > > that, per se.
> > > > > "wrh61" <wrh61[at]discussions.microsoft.com> wrote in message
> > > news99D09EF-D9A2-407B-9919-DFC1C1AB81AC[at]microsoft.com...
> > > > I have found that money and quicken are being long and hard to learn.
> > > > Does
> > > > anyone know of simplier software options of simple download and
> > > > organizing
> > > > bank statements ?



  #2  
Old 09-14-2006, 03:17 AM
Dick Watson
Guest
 
Posts: n/a
Default Re: Options to Money software..?

Yah, but you download the "statement" with a browser, right? And then it's a
what? A .PDF or similar? I guess were I'm coming from is that if you
download an .OFX file, it's not a "statement", it's transaction data. If
it's some kind of nice human-readable statement, I don't know of any
interface to Q, M, EasyMoney, MoneyDance, GNUcash, etc., that can do
anything with it. It's just a pretty human-readable statement replete with
ads and logos and balance-by-day and cleared item sections and yield
information and mailing addresses and so forth.

Perhaps I should have answered that IE or Firefox, Adobe Reader, and Windows
Explorer is what the OP needs to "download and organiz[e] bank statements"?
You know: Open the statement in the Adobe Reader control from the browser,
and then do a file save as, say, my documents\downloaded statements\2006\my
bank checking\2006-09-31 statement.pdf. Sounds like it meets both
requirements of 1) download statements and 2) organize statements to me.

I guess my assumption was that wrh61 was looking for *slightly* more
value-add than that. Perhaps not.

"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
news:uVAULf61GHA.1040[at]TK2MSFTNGP06.phx.gbl...
- quote -

> Some banks allow you to download statements from their website. For
> example I have two MBNA (BoA) credit card accounts which provide statement
> downloads. They do not provide real time transaction downloads, so I have
> to wait for the statement to be produced each month in order to download
> my transactions into Money.
> "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
> message news:ejVTJo51GHA.1252[at]TK2MSFTNGP04.phx.gbl...
> > You might try the trial of Money Essential. You sound like the type of
> > user I think they target with that product. There is a trial version
> > available on the website.
> > > But it doesn't download "statements". I'm not sure any software does

> > that, per se.
> > > "wrh61" <wrh61[at]discussions.microsoft.com> wrote in message

> > news99D09EF-D9A2-407B-9919-DFC1C1AB81AC[at]microsoft.com...
> > > I have found that money and quicken are being long and hard to learn.
> > > Does
> > > anyone know of simplier software options of simple download and
> > > organizing
> > > bank statements ?



  #1  
Old 09-14-2006, 02:45 AM
Marilyn & Bob
Guest
 
Posts: n/a
Default Re: Options to Money software..?

Some banks allow you to download statements from their website. For example
I have two MBNA (BoA) credit card accounts which provide statement
downloads. They do not provide real time transaction downloads, so I have
to wait for the statement to be produced each month in order to download my
transactions into Money.
--
Peace,
BobJ

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:ejVTJo51GHA.1252[at]TK2MSFTNGP04.phx.gbl...
- quote -

> You might try the trial of Money Essential. You sound like the type of
> user I think they target with that product. There is a trial version
> available on the website.
> But it doesn't download "statements". I'm not sure any software does that,
> per se.
> "wrh61" <wrh61[at]discussions.microsoft.com> wrote in message
> news99D09EF-D9A2-407B-9919-DFC1C1AB81AC[at]microsoft.com...
> > I have found that money and quicken are being long and hard to learn. Does
> > anyone know of simplier software options of simple download and
> > organizing
> > bank statements ?



 
Old 09-14-2006, 01:06 AM
Dick Watson
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Posts: n/a
Default Re: Options to Money software..?

You might try the trial of Money Essential. You sound like the type of user
I think they target with that product. There is a trial version available on
the website.

But it doesn't download "statements". I'm not sure any software does that,
per se.

"wrh61" <wrh61[at]discussions.microsoft.com> wrote in message
news99D09EF-D9A2-407B-9919-DFC1C1AB81AC[at]microsoft.com...
- quote -

> I have found that money and quicken are being long and hard to learn. Does
> anyone know of simplier software options of simple download and organizing
> bank statements ?



  #-1  
Old 09-13-2006, 09:25 PM
wrh61
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Posts: n/a
Default Options to Money software..?

I have found that money and quicken are being long and hard to learn. Does
anyone know of simplier software options of simple download and organizing
bank statements ?
 

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