Kevin - So my understanding is that I can't really do what I am trying to do, right? My month begins when I get my paycheck on the 30th, so if I simply start everything on 1/1, then I don't have the purchases made on 30 and 31 included in my allocations for January. Also, no matter what I tried, I couldn't get the rollover to occur two days before 1/1; it either occurred on 12/1 or 1/1, no matter what I selected in Allocations.
Thanks so much for you help today, Kriya On Jan 3, 12:01 pm, Kevin Hoctor <[email protected]> wrote: > On Jan 3, 2009, at 10:14 AM, Kriya wrote: > > > Hello - just got the software, and I think I'll love it once I can > > figure this out. > > > I would like to start my cash flow on 12/30, when I was last paid. > > First problem - sometimes the start date window accepts my change in > > date correctly, and sometimes it doesn't. It keeps defaulting to 12/1 > > when I put in 12/30. I am using the newest version in OS 10.4. When > > it does finally accept 12/30, my allocation flow does not begin on > > 12/30. I have set the allocation to begin 2 days before the new > > month. So everything should begin to flow correctly if I have these > > two set for 12/30, right? > > Hi Kriya, > > The start date always defaults to the first of the month. You can > start your cash on 1/1/2009 and simply tell it how much money you have > to spend from this paycheck on 12/30/2008. > > > > > The best I get is a correct flow from the beginning of the month on > > 1/1... but it doesn't include my spending from 12/30 which I really > > need - this is truly the start of my month. I set up my bank account > > with a start date of 12/12 because that's when I received my December > > paycheck - the balances are right in my accounts, the allocation is > > set up to allocate two days before the new month, and the start date > > is set for two days before the new month (12/30). I have also tried > > both inputting the amount in the income bucket option and leaving it > > blank - same result: > > > either... (1) the rollover begins on 1/1 instead of 12/30 not showing > > my posted salary or 12/30 spendings, or (2) the rollover includes all > > of December instead of only including transactions from the start date > > of 12/30 (two days before the new month). I did try going all the way > > back to November 25 with transactions and had the same problem. Is it > > a glitch in the rollover/allocation? > > Try using the total amount of money that you have to spend on January > 1 and entering that into the Cash Flow Start Date panel. Once that is > in there, you'll have that money in your primary income bucket to > spend. The cash flow tracking is very separate from your statement > information and much more flexible. You can choose to restart it at > any point without losing transaction history, just make sure you prime > it with your available cash on that date. > > Peace, > > Kevin Hoctor > [email protected] > No Thirst Software LLChttp://nothirst.comhttp://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 -~----------~----~----~----~------~----~------~--~---
