On Dec 13, 2008, at 7:31 PM, rahul wrote:
> Does anyone have a quick summary as to what each report does? By the
> way, this is one of my favorite features of the new 1.4 version. Great
> job, Kevin!! Seriously. I helped a bunch of my friends switch to Mac,
> and I'm pointing them toward MoneyWell (once they get a hang of
> things).
>
> Here's what I can figure.
>
> 1. MoneyWell Transaction Listing - what's the difference between this
> and the next one?
> 2. MoneyWell Transaction Report - prints all the transactions
> (groupable by bucket or account) for a time frame but prints the total
> across from the bucket name
> 3. MoneyWell Bucket Summary - prints the amount in each bucket for a
> specified time frame
> 4. MoneyWell Tax Detail - haven't tried it yet
> 5. MoneyWell Tax Summary - haven't tried it yet
> 6. Spending Plan Detail - lets you print the spending plan
Hi Rahul,
There is a section in the Help file that breaks these down a bit.
MoneyWell has several ways to print out your transactions in a report
format:
• MoneyWell Transaction Listing - simple printout of transactions
• MoneyWell Transaction Report - transactions with subtotals
• MoneyWell Bucket Summary - quick report to show subtotals for
individual buckets
• MoneyWell Tax Detail Report - transactions with subtotals for
buckets marked as "Tax related"
• MoneyWell Tax Summary Report - subtotals only for "Tax related"
buckets
• Spending Plan Detail - printout of spending plan settings
Peace,
Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com
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