Newbie Questions re: Transaction downloads, Categories & Reports
Posted: Wed Sep 15, 2021 9:08 pm
Hello. I'm researching MMEX; not yet a user. For your point of reference, I am a 15+ year EX-Quicken user. [Used to be a great product; am struggling to replace it.] Am only interested in tracking and reporting income and expenses. No budgeting. No investment tracking.
Would like to understand a few specific features. Perhaps instead of answering the following questions, you can steer me to a different source of MMEX information.
Is the download of bank & credit card transactions direct to MMEX by my logging into the bank or credit card companies?
Or is it a Bank CSV-download & MMEX-import, 2-step process?
Can multiple banks and credit cards be handled within the same MMEX database.
Once downloaded, can transactions be set up for automatic assignment of Categories?
How many "layers" of Categories can be assigned? For instance is there a 3-layer hierarchy like HOME/Utilities/Electric?
Can the same Level 2 & 3 Subcategories be assigned to different level 1s? For instance: HOBBY/Utilities/Electric?
Can Income/Expense Reports be generated by Category and Subcategories for designated time periods - YTD, This Month, etc.
Thank you very much. Really appreciate any assistance.
Gracie350
Would like to understand a few specific features. Perhaps instead of answering the following questions, you can steer me to a different source of MMEX information.
Is the download of bank & credit card transactions direct to MMEX by my logging into the bank or credit card companies?
Or is it a Bank CSV-download & MMEX-import, 2-step process?
Can multiple banks and credit cards be handled within the same MMEX database.
Once downloaded, can transactions be set up for automatic assignment of Categories?
How many "layers" of Categories can be assigned? For instance is there a 3-layer hierarchy like HOME/Utilities/Electric?
Can the same Level 2 & 3 Subcategories be assigned to different level 1s? For instance: HOBBY/Utilities/Electric?
Can Income/Expense Reports be generated by Category and Subcategories for designated time periods - YTD, This Month, etc.
Thank you very much. Really appreciate any assistance.
Gracie350