From version 6 onward – open Moneyworks and select Help – Enter serial.
In previous versions you will find your registration number by opening the software and selecting, in Windows, Help – About MoneyWorks; on a Mac, MoneyWorks Gold/Express/Cashbook – About MoneyWorks.
Subsummaries provide a quick and easy way to create summarised reports.
In an account range part (such as Find Accounts) where a subsummary is applied (either locally, or for the report as a whole), The Account.fieldName notation cannot be used to access values (because accounts have been consolidated by the Subsummary). If you which to access the current subsummary code value being output, use the SubSummaryScopeCode variable.
E.g. If the Subsummary is consolidating by Category, and you want a cell to look up the category description, use:
=lookup("C"+SubSummaryScopeCode,"general.description")
Actually, for Category, the lookup is not necessary, because there is also a SubSummaryScopeDesc variable which already contains the description. You can just use that. If you were summarising on something else (such as Category2) that does not have a natural relationship with a description, then you would need to do the Lookup as above.
=lookup(“C”+account.category,”general.description”) will not work.
There have been instances MoneyWorks 6 on Windows where MoneyWorks appears to open and run, but when people try to do something they get a message along the lines of: “Please insert the disk <<some removeable disk>>”. We do not know why this happens, but believe it is something to do with backing-up using the Save A Backup as command directly onto a removable device.
The only way we know how to clear it is to zap the registry preferences for MoneyWorks — in RegEdit go to HKEY_CURRENT_USER>Software>Cognito>MoneyWorks {Cashbook/Express/Gold} and click on Preferences and Delete it (Edit>Delete)
You should backup to your hard drive and then move the data file to a thumb drive/usb drive if you need to move it. Then copy to the hard drive of the new computer and open from there.
10 July 2014. Performance and reliability enhancements. MoneyWorks Now logins operational.
Datacentre
MoneyWorks Now is MoneyWorks accounting hosted in the cloud. Cognito currently maintains several cloud servers in Auckland, New Zealand. You can have your data hosted on our server for a monthly fee without any other software costs. You still get the benefits of the full gamut of MoneyWorks Gold features, including the ability to integrate with your local desktop apps on Mac or Windows, as well as access from mobile web apps.
First, you’ll need to arrange a hosting account. Contact Cognito to do this.
Your file and its associated Custom Plugins folder (including custom forms, reports and transaction and product image files) will be compressed and uploaded. Note that a MoneyWorks Now server will discard filetypes that are not on its filetype whitelist. allowed file types are: mwd7;txt;text;jpg;jpeg;png;pdf;stmt;invc;crep;impo;rept;srep;rchn;adf_;remt;prod;job_;bmp;csv;gif;tiff
Currently, reports run on the server will use the regional formats set on the server for dates and numbers, so do not be surprised if these formats don’t match what you may have set on your own computer. Our New Zealand servers are set to New Zealand date and number formats.
While it can be very convenient to have your data hosted in the cloud (especially if you will be accessing it from several different locations), there are some costs: the main one is that accessing anything over the internet is going to be somewhat slower than if it was on the same LAN.
Reports
The standard reports included with MoneyWorks are set to run on the server. This means that the time to generate a report will be pretty much the same as it would be if you were running it on a server on your own local network. When running reports, you will see a ⟷ symbol next to the output setting for the report. This means that the report is going to run on the server. If you don’t see this, the report is going to run on your computer, with a lot of back and forth to the MoneyWorks Now server, and may be a lot slower. If you hold down the Shift key when you click Preview, MoneyWorks will switch the “run on server” setting (so if it was going to, it won’t this time and vice versa).
Because reports are generated on the server, the font used for the report has to be one that is on the server.
Forms
Because you typically want complete control over fonts and layout for invoice forms and such, these are always generated on your computer, using your fonts. If you’re using a customised statement form, you might want to check out the statement optimisation notes here
this post is obsolete
see:
Using Gmail SMTP
Using Office365 SMTP
Using SendSMTPMail
As of v7.1.8, MoneyWorks includes the sendEmail tool as part of the standard install, so TLS support is available on Windows (as well as Mac) out of the box. Blat is also still included, but will no longer normally be used.
Previous version of this FAQ:
The standard MoneyWorks install on Windows includes a tool called blat (http://www.blat.net) for sending emails via an SMTP server. This is used when you select and configure the SMTP email option in MoneyWorks Preferences.
While it is light weight, blat does not support secure TLS connections to SMTP servers (such as smtp.gmail.com) that require them. If you need to send via TLS, you can install sendEmail.exe in the MoneyWorks executable folder. If this tool is detected, it will be used preferentially to blat.
Sendemail is available here: http://caspian.dotconf.net/menu/Software/SendEmail/ . Be sure to get the full binary with TLS support compiled in. Download sendEmail-v156.zip and unzip into (e.g.) C:\Program Files (x86)\MoneyWorks Gold\
BTW, the standard Mac install of MoneyWorks includes the perl version of sendEmail within the MoneyWorks app package, so you don’t need to install anything further to support TLS SMTP on Mac.
Note: Requires MoneyWorks version 7.1.4 or later
3 June 2014 Minor feature enhancements, performance enhancements, and bug fixes
no changes to Mac version
May 2014 — bug fixes and performance improvements
That depends on what platform you are on.
First of all, on both Mac and Windows, you will need to turn on the Multiple Instances preference (this is under the Documents tab in the MoneyWorks Preferences dialog box). This is off by default, so the default behaviour when opening a new file is to close the file that was currently open.
Mac
With Multiple Instances turned on, you can open another file on Mac by choosing that file from the Open Recent menu (you will have to have previously opened it). This will cause MoneyWorks to start a new instance of the application for you.
As of v7.1 you can create a shortcut for starting new instances by entering moneyworks:// in a Safari window and then dragging that URL to the Dock. Clicking that shortcut will now start a new instance (provided the Multiple Instances preference is on, and assuming the current instance has a document open already).
Windows
On Windows, you can open a new instance of MoneyWorks by choosing MoneyWorks from the Start menu. You can then open another document. Or, you can double-click a document in Windows Explorer, and Windows will start a new instance of MoneyWorks for you. On Windows, the Open Recent menu does not start a new instance. If you double-click a report or form document, MoneyWorks will open that in the currently running instance, rather than starting a new instance, regardless of the Multiple Instances preference