On Jan 5, 2009, at 9:32 PM, kinaleigh wrote: > I faced some confusion on getting started. I was moving from another > envelope style software to MoneyWell. I put in my starting balance, > marked it for the salary bucket, then allocated that income according > to the amounts I had available in my envelopes on my old system. It > took me a while to figure this out, though, since it isn't really > explained in any of the tutorials. > Hi Christina,
We are in the process of updating all the tutorials and this will be shown more clearly in the new ones. > The biggest problem I had was that I set everything up on 1/4/09. When > I did my initial allocation based on my old system, those amounts now > show as already allocated for January. This means that my January > paychecks won't get allocated properly. > > I fixed this by changing my starting balance and my start cash flow > date to 12/31/08, then changed the date of my initial allocations to > 12/31/08. Now the expense bucket amounts from my starting balance show > as left over from December, and my January paycheck has a perfect > allocation. > MoneyWell insists on starting cash flow on the first of a month so both these dates would have been changed after you entered them so your cash flow start date should show Dec. 1, 2008 now. > I realize now that it would have been better to split the opening > balance directly into the expense buckets, since this doesn't affect > the amount already allocated for that month. I think it would be > helpful to have a tutorial (either text or video) that shows step by > step how to get your starting balance into your expense buckets. Several new ones are coming. Thanks for your patience! Peace, Kevin Hoctor ke...@nothirst.com 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
