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Article #11483Re: Quicken vs Managing Your Money
From: Scott Chapman, (Scott Chapman x2...
Date: Fri, 08 Jan 1993 15:34
Date: Fri, 08 Jan 1993 15:34
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I cannot speak for Quicken, but I have rolled over to a new year twice with
MYM, and it is pretty simple, basically it walks you through the process and
tells you what it doing, and allows you to alter what will happen when the new
year is started.
Basically, it will do the following:
1) remove all transactions from the previous year (except for unreconciled
transactions from the account you specify (generally checking accounts).
2) remove all "closed-positions" from your portfolios (any something else,
but I don't remember, since I do not have many portfolios).
3) Alter your budget values for the new year (in one os a couple of different
ways, e.g. as a percentage of the previous budget values).
Everything else will remain intact.
Works pretty nicely.
---
|
Scott Chapman | chapman@centerline.com
CenterLine Software | (617) 498-3230
10 Fawcett St. | (617) 868-6655 (FAX)
Cambridge, MA 02138 | (Centerline was formerly Saber Software)
|
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Path: arc1-ca.pugleaf.net!sparky!uunet!noc.near.net!news.centerline.com!divine!chapman From: chapman@centerline.com (Scott Chapman, (Scott Chapman x233)) Newsgroups: comp.sys.mac.apps Subject: Re: Quicken vs Managing Your Money Date: 8 Jan 1993 15:34:34 GMT Organization: CenterLine Software Lines: 26 Distribution: world Message-ID: <1ik6uaINN71b@armory.centerline.com> References: <1ij9guINN6b8@hp-col.col.hp.com> Reply-To: chapman@centerline.com NNTP-Posting-Host: divine.centerline.com