[moneydance] Phone Home
Howard Luckenbaugh
howard at moneydance.com
Thu Jul 20 13:42:28 EDT 2006
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> Today's Topics:
>
> 1. Re: Does Anyone from MoneyDance Support Monitor this List?
> (Sean Reilly)
> 2. Re: FX Rates (Sean Reilly)
> 3. Re: FX Rates (Steve Nunez)
> 4. Phone home? (Steve Lessard)
> 5. Re: Phone home? (Gordon Alley)
> 6. Re: Phone home? (Sean Reilly)
> 7. Re: Phone home? (Edward Reid)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Wed, 19 Jul 2006 17:34:25 -0400
> From: Sean Reilly <sreilly at seanreilly.com>
> Subject: Re: [moneydance] Does Anyone from MoneyDance Support Monitor
> this List?
> To: General discussion related to Moneydance
> <moneydance-info at moneydance.com>
> Message-ID: <2F75C6F8-906C-47B3-9B01-C368E89994AF at seanreilly.com>
> Content-Type: text/plain; charset="us-ascii"
>
>
> On Jul 19, 2006, at 6:57 AM, Steve Nunez wrote:
>
>> If they do, can they please tell me how to turn off the exchange rate
>> conversion so that I can import a few years of Quicken data?
>>
>
> I wrote and continue to develop Moneydance and monitor the list every
> day, but I usually don't have time to chime in.
>
> I'm not sure what you mean by turn off exchange rate conversion.
> When you import your data from a QIF file there is no conversion
> since the QIF format does not include any exchange rate information.
> Accounts and transactions imported from a QIF file will be assumed to
> be in the currency specified in the QIF import window. Transfers to
> accounts of different currencies will be assumed to have the exchange
> rate between the imported account and the transfer account. Because
> of the lack of any FX data in the QIF file, that is really the best
> we can do.
>
>
>> Has anyone else with multiple currencies imported a large amount of
>> data
>> successfully? Granted, SE Asia is probably the only region where
>> you'd still
>> have many foreign currency account, but if you *do* happen to live
>> there
>> then dealing with FX rates is important.
>>
>
> I hope you are able to do the import, but getting accurate records
> from a QIF file for accounts and transactions of different currencies
> is likely to be difficult unless you don't have any inter-currency
> transfers between accounts.
>
> Thanks,
> Sean
>
>
>
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> ------------------------------
>
> Message: 2
> Date: Wed, 19 Jul 2006 17:45:44 -0400
> From: Sean Reilly <sreilly at seanreilly.com>
> Subject: Re: [moneydance] FX Rates
> To: General discussion related to Moneydance
> <moneydance-info at moneydance.com>
> Message-ID: <AF3210D5-B1E8-4FA5-BBA8-E9A0E16A24D7 at seanreilly.com>
> Content-Type: text/plain; charset="us-ascii"
>
>
>
> On Jul 15, 2006, at 11:52 PM, Steve Nunez wrote:
>
>> Does anyone know how to turn off automatic exchange rate conversions?
>>
>> I'm trying to import several years worth of Quicken data, and all
>> of the
>> transfers between account of different currencies have incorrect
>> amounts.
>>
>> When I go and correct the value in one account, it updates the
>> amount in the
>> other one! Normally, this might be a good thing, but it means that
>> I can't
>> get the books to match initially, since the exchange rates have
>> changed
>> quite a bit over the last 5 years.
>>
>
> Hi Steve,
>
> I just responded to your question on the other thread, but wanted to
> add a bit here. It sounds like your accounts have both been assigned
> to the same currency in Moneydance. If your data has been imported
> correctly with the exception of international transfers the best
> option might be to simply change the currency that is assigned to
> each account to the correct currency. Since this is not possible to
> do via the GUI (too dangerous) you will have to do the following:
>
> 1) Export your data to a Moneydance/XML file. Select the File-
> >Export menu, then choose the XML format.
> 2) Open the exported file in a text editor. In that file:
> a) Find the <CURRENCY> section that contains the currency you want
> to assign to an account
> b) Note the value of the <CURRID> tag in that section
> c) Find the <ACCOUNT> section that contains the account to change
> d) Replace the value in the first (and probably only) <CURRID> tag
> within that section to the value obtained from step B
> 3) Save the XML file, then select the File->Open menu in Moneydance
> to open the edited XML file
>
> Repeat steps A through D for each currency that needs adjustment.
> Note that this will not work if any accounts are changed to a
> currency that uses a different number of decimal places.
>
> QIF is nice, but a bit too simple in cases like this.
>
> Thanks,
> Sean
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> ------------------------------
>
> Message: 3
> Date: Thu, 20 Jul 2006 08:23:17 +1000
> From: Steve Nunez <md at illation.com.sg>
> Subject: Re: [moneydance] FX Rates
> To: General discussion related to Moneydance
> <moneydance-info at moneydance.com>
> Message-ID: <C0E4EDF5.3ED2%md at illation.com.sg>
> Content-Type: text/plain; charset="US-ASCII"
>
> Thanks. I'll try to export and viewing the data, and see if that helps.
>
> Actually, I was only able to do the import by following the directions for
> Quicken and recreating the accounts with the same names within MoneyDance.
>
> The problem is that all of those transfers between accounts have incorrect
> values. What I did was manually go and correct them, account by account.
>
> However, what I found was that after I correct the last account, the value
> in the other account had been changed as well! I was going 'round & 'round
> in circles.
>
> I think this is because of the exchange rate -- it appears that if it's a
> currency change as well (when transferring between accounts), then it
> automatically takes today's rates and applies it to the amounts -- forcing
> them to 'balance'.
>
> If this theory is correct, then I'll never be able to balance the books
> short of computing the rate manually and entering this before each change.
>
> Does this make sense? Any suggestion?
>
> - Steve
>
> On 20/7/06 7:45 AM, "Sean Reilly" <sreilly at seanreilly.com> wrote:
>
>
>> On Jul 15, 2006, at 11:52 PM, Steve Nunez wrote:
>>
>>> Does anyone know how to turn off automatic exchange rate conversions?
>>>
>>> I'm trying to import several years worth of Quicken data, and all
>>> of the
>>> transfers between account of different currencies have incorrect
>>> amounts.
>>>
>>> When I go and correct the value in one account, it updates the
>>> amount in the
>>> other one! Normally, this might be a good thing, but it means that
>>> I can't
>>> get the books to match initially, since the exchange rates have
>>> changed
>>> quite a bit over the last 5 years.
>>>
>> Hi Steve,
>>
>> I just responded to your question on the other thread, but wanted to
>> add a bit here. It sounds like your accounts have both been assigned
>> to the same currency in Moneydance. If your data has been imported
>> correctly with the exception of international transfers the best
>> option might be to simply change the currency that is assigned to
>> each account to the correct currency. Since this is not possible to
>> do via the GUI (too dangerous) you will have to do the following:
>>
>> 1) Export your data to a Moneydance/XML file. Select the File-
>>
>>> Export menu, then choose the XML format.
>>>
>> 2) Open the exported file in a text editor. In that file:
>> a) Find the <CURRENCY> section that contains the currency you want
>> to assign to an account
>> b) Note the value of the <CURRID> tag in that section
>> c) Find the <ACCOUNT> section that contains the account to change
>> d) Replace the value in the first (and probably only) <CURRID> tag
>> within that section to the value obtained from step B
>> 3) Save the XML file, then select the File->Open menu in Moneydance
>> to open the edited XML file
>>
>> Repeat steps A through D for each currency that needs adjustment.
>> Note that this will not work if any accounts are changed to a
>> currency that uses a different number of decimal places.
>>
>> QIF is nice, but a bit too simple in cases like this.
>>
>> Thanks,
>> Sean
>> _______________________________________________
>> moneydance-info mailing list
>> moneydance-info at moneydance.com
>> http://moneydance.com/mailman/listinfo/moneydance-info
>>
>
>
>
>
> ------------------------------
>
> Message: 4
> Date: Wed, 19 Jul 2006 21:46:16 -0400
> From: Steve Lessard <MoneydanceUser at pigdawg.com>
> Subject: [moneydance] Phone home?
> To: moneydance-info at moneydance.com
> Message-ID: <55B7C65A-38AF-4956-99BD-FEA671A0E58D at pigdawg.com>
> Content-Type: text/plain; charset=US-ASCII; delsp=yes; format=flowed
>
> Does anyone know why my install of Moneydance is trying to connect to
> mm37mm.com? That address isn't even registered. Aside from
> Moneydance 2006 R4 Build 529 I have the Stock/Forex Quotes Auto
> Synchronizer, Stock Quotes Synchronizer and Moneydance Updater add-ons.
>
> -SteveL
>
>
> ------------------------------
>
> Message: 5
> Date: Wed, 19 Jul 2006 22:44:14 -0500
> From: "Gordon Alley" <gordon.alley at gmail.com>
> Subject: Re: [moneydance] Phone home?
> To: "General discussion related to Moneydance"
> <moneydance-info at moneydance.com>
> Message-ID:
> <9694f6510607192044m4e3a6029u780d2a89aee40df9 at mail.gmail.com>
> Content-Type: text/plain; charset=ISO-8859-1; format=flowed
>
> Moneydance will automatically check for an updated version if you have
> the Moneydance Update plugin installed and enabled. Maybe that's
> what's calling home.
>
> Gordon
>
> On 7/19/06, Steve Lessard <MoneydanceUser at pigdawg.com> wrote:
>
>> Does anyone know why my install of Moneydance is trying to connect to
>> mm37mm.com? That address isn't even registered. Aside from
>> Moneydance 2006 R4 Build 529 I have the Stock/Forex Quotes Auto
>> Synchronizer, Stock Quotes Synchronizer and Moneydance Updater add-ons.
>>
>> -SteveL
>>
>
>
The connection to the mm37mm.com is a DNS issue. We have tried fixing
this but somewhere in the root.dns servers for the internet the IP for
moneydance.com is stuck to this mm37mm.com. Nothing to be worried about
though.
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