On Dec 17, 2008, at 6:08 PM, Jaysen wrote: > I am into the "prove it" test that I was planning and so far I am > loving this thing. I think. Here is where I am stuck. I created an > account for a CC. Since the CC supports auto updating I entered the > info and now I have the last 12 months history. So here is the > question (and the part that I should probably already know). > > How do I show the historical payments, interest, and such without > interrupting the current balances of buckets/accounts? > > Example > Checking has $3000 as of 12/17 > CC shows $3000 in payments from 1/1 - 12.17 > CC bucket shows $300 allocated > > If I make all the downloaded payments transfers from checking I now > have $0. If I assign them from the CC bucket I get $3300 in the > bucket. I think the problem here is that the "history" of the CC > transaction predates the history for the other accounts (CC history > is automatically 1/1 and the Checking is 12/17 as it is manual). > > I see two options: > 1) Don't do auto DL of CC > 2) Import all the checking info > > Am I missing something obvious?
Jaysen, I'm a bit confused so bear with me. You can import the history of all your accounts and none of that should affect your balances for the other. You should start tracking your cash flow from this month forward and not from a distant historic date. Remember that you can keep a register for each account in MoneyWell and treat that part just like a conventional finance system and then you can also manage your cash flow on top of that but it isn't affected by your history. You can also change the start date of you cash flow tracking at any time without upsetting your history or losing any data. So now you may have to ask your question again if I've missed the mark. 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 -~----------~----~----~----~------~----~------~--~---
