On Jan 1, 2009, at 11:54 AM, SpiralOcean wrote:

> I have two types of buckets.
>
> Those that have a cap or line of an amount, and those that I want to
> allocate money into every month with no cap.
>
> Example:
> Dining - allocate $100 a month, cap of $100 a month
> Auto Repairs - no cap, allocate $100 a month
>
> In my spending plan, I set an allocation for both of those buckets to
> $100 a month.
>
> When I flow my money, here is what I expect to happen:
>
> Dining has $50 in it from last month that rolls over to this month.
> When I flow my money, the bucket is filled to the line of $100.  So
> $50 is placed into the bucket.
> Dining bucket total is $100.
>
> My Auto Repairs has $400 in the bucket.
> When I flow my money, $100 is placed into the bucket.
> Auto Repairs bucket total is $500.
>
> I haven't found a way to differentiate a bucket for those that are
> filled to a line, and those that are not?


The Dining bucket behavior is wrong. Are you sure you aren't just  
getting half that money allocated because you have the timing set to  
"All Month?"

Here's how it works: MoneyWell ignores money left in a bucket and  
allocates based on the planned amount for every new month. If you  
manually drag and drop cash from another bucket, that will be  
considered part of the allocation this month and a new allocation will  
see that.

If you want to only allocate money manually to certain bucket, then  
set the Frequency of those buckets to "No Plan" and Allocate Income  
will ignore those buckets. You can drag and drop your income bucket to  
it when you need to set aside money for something like Auto Repairs.

Peace,

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


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