Account Express

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Account Express

Postby mjnelson99 » Sat Jan 23, 2016 6:53 pm

I am also looking @ Account Express. Free download.
It is better than Moneydance.

I did an import and my credit card only put in the payments and none of
the interest or purchases. I plugged in a number that would give the
correct balance as of now. Since 2016 is so new, I can work with that.

The bank account did better on import. I had a couple of minor corrections.

If you duplicate the download dates from the bank, it will re-enter a
transaction so that must be done carefully. I only duplicated about 3-4
transactions.

Also, I do not see a way for it to transfer $$ from bank to credit card
w/o needing to enter it separately in the CC acct. Will do more research
later.

Am tired of messing with this for now.

mjnelson99
 
Posts: 762
Joined: Thu Aug 11, 2011 6:24 pm

Re: Account Express

Postby mjnelson99 » Sat Jan 23, 2016 7:27 pm

P.S. If you want to use on a mobile or auto download from financial
institutions, this is not for you.


On 1/23/2016 7:53 PM, MJNelson wrote:
> I am also looking @ Account Express. Free download.
> It is better than Moneydance.
>
> I did an import and my credit card only put in the payments and none of
> the interest or purchases. I plugged in a number that would give the
> correct balance as of now. Since 2016 is so new, I can work with that.
>
> The bank account did better on import. I had a couple of minor corrections.
>
> If you duplicate the download dates from the bank, it will re-enter a
> transaction so that must be done carefully. I only duplicated about 3-4
> transactions.
>
> Also, I do not see a way for it to transfer $$ from bank to credit card
> w/o needing to enter it separately in the CC acct. Will do more research
> later.
>
> Am tired of messing with this for now.
>
>
mjnelson99
 
Posts: 762
Joined: Thu Aug 11, 2011 6:24 pm

Re: Account Express

Postby mjnelson99 » Sat Jan 23, 2016 8:45 pm

I did find out how to trf from bank to CC. Easy.
Scheduled transactions also easy.

It can use Quicken file extension for bank downloads.
Can also use QIF.

Maybe I can ditch Quicken completely.

Probably not so good for investment accts.

You can play for 30 days w/o paying for the program. Unlimited
transactions in that time period.
Mary

On 1/23/2016 8:27 PM, MJNelson wrote:
> P.S. If you want to use on a mobile or auto download from financial
> institutions, this is not for you.
>
>
> On 1/23/2016 7:53 PM, MJNelson wrote:
>> I am also looking @ Account Express. Free download.
>> It is better than Moneydance.
>>
>> I did an import and my credit card only put in the payments and none of
>> the interest or purchases. I plugged in a number that would give the
>> correct balance as of now. Since 2016 is so new, I can work with that.
>>
>> The bank account did better on import. I had a couple of minor corrections.
>>
>> If you duplicate the download dates from the bank, it will re-enter a
>> transaction so that must be done carefully. I only duplicated about 3-4
>> transactions.
>>
>> Also, I do not see a way for it to transfer $$ from bank to credit card
>> w/o needing to enter it separately in the CC acct. Will do more research
>> later.
>>
>> Am tired of messing with this for now.
>>
>>
>
>
mjnelson99
 
Posts: 762
Joined: Thu Aug 11, 2011 6:24 pm

Re: Account Express

Postby mjnelson99 » Mon Jan 25, 2016 2:53 pm

Re the problem with the Credit card. I needed to do a separate QIF
download for that account.

The payments I mentioned earlier were there because of the payments in
the bank account that was already in line with the bank balance.
Mary

On 1/23/2016 9:45 PM, MJNelson wrote:
> I did find out how to trf from bank to CC. Easy.
> Scheduled transactions also easy.
>
> It can use Quicken file extension for bank downloads.
> Can also use QIF.
>
> Maybe I can ditch Quicken completely.
>
> Probably not so good for investment accts.
>
> You can play for 30 days w/o paying for the program. Unlimited
> transactions in that time period.
> Mary
>
> On 1/23/2016 8:27 PM, MJNelson wrote:
>> P.S. If you want to use on a mobile or auto download from financial
>> institutions, this is not for you.
>>
>>
>> On 1/23/2016 7:53 PM, MJNelson wrote:
>>> I am also looking @ Account Express. Free download.
>>> It is better than Moneydance.
>>>
>>> I did an import and my credit card only put in the payments and none of
>>> the interest or purchases. I plugged in a number that would give the
>>> correct balance as of now. Since 2016 is so new, I can work with that.
>>>
>>> The bank account did better on import. I had a couple of minor corrections.
>>>
>>> If you duplicate the download dates from the bank, it will re-enter a
>>> transaction so that must be done carefully. I only duplicated about 3-4
>>> transactions.
>>>
>>> Also, I do not see a way for it to transfer $$ from bank to credit card
>>> w/o needing to enter it separately in the CC acct. Will do more research
>>> later.
>>>
>>> Am tired of messing with this for now.
>>>
>>>
>>
>>
>
>
mjnelson99
 
Posts: 762
Joined: Thu Aug 11, 2011 6:24 pm

Re: Account Express

Postby mjnelson99 » Sun Jan 31, 2016 3:04 pm

QFX downloaded files do not seem to duplicate for the most part.

This program does not automatically mark transactions as cleared. I had
to do it manually. I may email their Support people re this one.
Mary

On 1/23/2016 7:53 PM, MJNelson wrote:
> I am also looking @ Account Express. Free download.
> It is better than Moneydance.
>
> I did an import and my credit card only put in the payments and none of
> the interest or purchases. I plugged in a number that would give the
> correct balance as of now. Since 2016 is so new, I can work with that.
>
> The bank account did better on import. I had a couple of minor corrections.
>
> If you duplicate the download dates from the bank, it will re-enter a
> transaction so that must be done carefully. I only duplicated about 3-4
> transactions.
>
> Also, I do not see a way for it to transfer $$ from bank to credit card
> w/o needing to enter it separately in the CC acct. Will do more research
> later.
>
> Am tired of messing with this for now.
>
>
mjnelson99
 
Posts: 762
Joined: Thu Aug 11, 2011 6:24 pm


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