On Nov 24, 2008, at 6:37 PM, Jac wrote: > Hi, I'm a newbie to this style of budgeting but think it will really > work for me!
Hi Jac, Welcome to MoneyWell! > I've set up accounts/buckets/spending plan etc but am > having trouble getting the allocations to add up after a couple of > weeks. Can you pls let me know if I'm missing something basic?! This > is what I've done.... > 1. Entered accounts with starting balances (cheque x 2, credit card x > 2) > 2. Allocated starting balance available to salary bucket (cheque > balance less credit card balance on that day) I pay off the credit > card each month & used this method after reading another users post. > 3. Allocated all of salary starting balance to expense buckets (I did > this manually as there wasn't enough to do full spending plan) > 4. Entered all transactions for 2 weeks and allocated them to buckets > 5. Had one salary come in and allocated all to expense buckets > This all looks great, but now the allocations I have available in my > expense buckets exceed the amount in my checking account (once I > subtract the amount to pay the credit card). I wanted to use the > buckets to keep tax/super etc aside as I have to pay this quarterly > but want to keep it in my checking account to offset mortgage etc. > But am a bit worried I've stuffed something up! > Thanks for any help you can offer :-) You said that you have two checking accounts, are you totaling both of those? It's hard to discover what might be wrong without looking at your file. One thing you can quickly try is the new 1.4 release: http://nothirst.com/moneywell/dlmwbeta.html It has a buckets total at the bottom of the main window that should equal the sum of the account balances you used to fill those buckets. You can also send your MoneyWell document to my private address ([EMAIL PROTECTED] ) and I'll try to investigate it more deeply. 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 -~----------~----~----~----~------~----~------~--~---
