On Jan 2, 1:00 am, Karen <[email protected]> wrote:
> Ah, that's it. No, you don't assign a bucket on the cc side. I don't  
> mind that my payment on the credit card side is unassigned as I know  
> those round numbers are a CC payment. I assign a bucket when the  
> purchase is made. You're not as confused as you think. ;-)
>
> Karen
>

Oh, that's exactly what I do do :)

Mine is set up roughly like this:

-accounts-
checking: $500
cc: - $300

I have a bucket 'debt', which says -300.

When I make a payment to the cc, I'll just make a transfer and go to
the cc-side of the transfer and set the bucket to 'debt'.

The accounts will change to:
checking: $400
cc: - $200

and the bucket will look like:
debt    -200

I should add that the cc isn't really a cc (long story ;)) and that I
don't use it for day to day purchases. I could, but then I would
assign the correct bucket to the outgoing money. I set it up like the
above because it was debt accumalated before starting to use Moneywell
and I just didn't want to go back and add all those purchases to
buckets.
I basically attempted to start from scratch, so I could start
budgetting immediately and not worry too much about overdraft and
such. I'm not entirely sure how I set it up exactly. I think I made a
spending plan, added all my accounts and then allocated my income
(which was only part of a regular income due to me starting halfway
the month). Then I checked what buckets still needed filling despite
the empty income-bucket and filled those up from the 'debt' bucket
manually (because I already had an overdraft and even though income >
expense I'd end up with a bit of overdraft still, which is debt). By
the end of the month I'll take the money from still filled buckets and
transfer that to the debt bucket (mostly meaning I have less overdraft
than expected, yay).

The total of the buckets and my accounts remain in sync this way. I
usually put the debt bucket on hidden...
Not sure if I use it the right way around though :)

cheers,

Tanja
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