[moneydance] still working on setting up my MD accounts and have a few questions...tnx

Edward Reid edward at paleo.org
Mon Jul 9 16:59:13 EDT 2007


At 12:32 07/09/07 -0400, Yehudit Winiarz wrote:
>Additionally, I haven't found out how to search the board, as the
>main chart only allows me to view a month at a time, by either date, thread,
>author, etc. If you know of one, it would be helpful if you could provide
>it.

Try googling

   budget site:moneydance.com/pipermail/moneydance-info/

You're right that the site itself isn't much help, though if you need to 
learn a lot about MD, you could do worse than download all the compressed 
archives and concatenate them for searching.

>Brian had suggested setting up a reminder transaction, which someone else,
>on the other board, had also suggested. I have decided to come back to
>learning that part a little later, as I'm still trying to get most of the
>basics down first.

Reminders (aka scheduled transactions) are helpful, but they cannot 
compensate for the weakness of a particular kind of reporting.

>So, If I don't set them up as children of root, then they will throw my net
>worth and current balances off, right?

No, MD keeps track of where they are. I think you're worrying too much on 
this point. ;-) It just works. But if you see no need to group accounts, 
then don't. You can always change the grouping later. They are of course 
automatically grouped on the home page by type of account, and mostly I 
don't use any additional grouping -- I just have one special case of 
grouped accounts.

>Sorry, "total [amount] outstanding" was a term I got from my lending
>institution's website. It was used to describe the "Outstanding principal
>balance" plus the "Accrued Interest."

I understand. Different institutions use different terminology.

Edward
-- 
Art works by Melynda Reid: http://paleo.org



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