On Sep 7, 2008, at 9:50 AM, johnemac wrote: > Somewhere along the line MoneyWell added a "Combined Income Buckets" > option in the Allocate Income screen. I had been using my own All > Income bucket up to that point but felt it was no longer necessary > once I saw the "Combined Income Buckets" option. > > So I deleted my "All Income" bucket. I'm pretty sure that threw my > allocations way off. I think this caused anything that had come from > my "All Income" bucket to disappear from my allocations. Does that > sound right? > Yes, that sounds about right. It would have been more prudent to just hide that bucket, but you can recover from this.
> I am looking for a way to go back and allocate income from my Salary > bucket, which went way up when I deleted my "All Income" bucket. If I > select the bucket in the bucket list, say Automobile, I get the > historical graph with my expenses for that bucket. If I then select > the bars of a previous month I can see the expenses for that month but > no allocations. > > The only way I have found to allocate to a previous month is to make > an allocation in the current month and then change the date of the > allocation to the previous month. Is there an easier way to accomplish > this? Instead of worrying about your past, I suggest starting fresh with your cash flow this month. Figure out how much money you had left to spend on Sept. 1 and then use Activities > Revise Initial Rollover to change the date to Sept. 1 and enter the amount you had at the beginning of this month. This way you can move forward quickly. It's important to have your historic transactions and to make sure that you are reconciled to your bank statements, but it's not necessary to have a historic cash flow. Please let me know if you have more questions. Peace, Kevin Hoctor No Thirst Software LLC [EMAIL PROTECTED] http://nothirst.com http://kevinhoctor.blogspot.com Check out our MoneyWell video tutorials: http://nothirst.com/moneywell/tutorials/ Join our user forum to learn about new releases: http://groups.google.com/group/no-thirst-software --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [EMAIL PROTECTED] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
