On Nov 10, 2008, at 2:20 PM, Greg wrote: > One trouble I'm having with moneywell is keeping track of cash > transactions. > > Importing credit card and bank statements makes sense and is an easy > way to upload this information and just put it into buckets. What is > difficult for me is keeping track of cash transactions. Say I have > $40 and spend $27.25 - does this come out of my bank account? If so, > it is off and not reconciled with my statement. Do I have to have a > separate 'cash' account and keep track of what is in my wallet at all > times??? (it changes often :S and I'm worried that it will be a lot of > work to keep track of what is in my wallet) > Hi Greg,
Yes, you should have a "Cash" account and you should use the "Cash only" checkbox on the Transaction Detail or the "C" checkbox on the split transaction table for splits. > How do other users do it? Do you reconcile your bank statements AND > what is in your wallet - treating your wallet as a separate 'bank > account'? > > Some tips would be appreciated... When you withdraw cash, mark that transaction as cash only and let MoneyWell transfer that ATM transaction to the cash account. Then you can create all your cash transactions in that separate account. This let's you directly manage your pocket cash without messing up your check register. Split transactions have the same functionality so you can manage your cash back from purchases. Peace, Kevin Hoctor [EMAIL PROTECTED] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
