On Dec 2, 2008, at 9:10 PM, Greg wrote:

> It sounds like a separate set of buckets is a solution for documenting
> tax related transactions.
>
> I'm wondering what the intent of the program is for handling those tax
> related transactions where only a percentage is tax related.  For
> example, if someone owns a at-home small business where a percentage
> of their home rent is tax related (say 10%).  Would the MoneyWell
> solution then be to create two buckets - 1) Rent (tax related) 2) Rent
> (not tax related), and change the spending plan so that 10% is
> allocated to Rent (tax related) and then split transactions?
>
> Although this does increase the number of buckets, perhaps more
> importantly, it may change how buckets are used.  In addition to
> handling purchases, a user now must consider their plans for tax-
> related usage.  Or, perhaps work-around would be ad-hoc transfers from
> a 'main' bucket to the 'twin' (tax-related) bucket.
>
> What do you think is the easiest/cleanest way to handle split tax-
> related transactions in the program?
>
> Thanks for your help,


Hi Greg,

If you absolutely need to track this kind of detail, then creating a  
separate bucket and splitting the transactions is your best solution.  
Most of the time I don't do this though and simply do a quick  
calculation at the end of the year for taxes. I take my total mortgage  
and other related costs and multiply them by 10%. It's easier for me  
than trying to manage this throughout the year. Especially since it  
doesn't impact my cash flow.

Peace,

Kevin Hoctor
[EMAIL PROTECTED]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com






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