Ciara, > - is there a legend somewhere of all the icons... ie lightning bolt on > a transaction
No legend that I know of... however, I think that MoneyWell is simple enough to use and uses few enough icons, you'll get use to them pretty quickly. The lightening bolt is a "cleared" transaction. The check mark is a reconciled transaction, and the circle is an "open" transaction. > - i have a red amount on a bucket - but no transactions?? It's possible that the bucket is negative due to another cause such as a manual money flow. Which bucket is it? Could you have inadvertently dragged it on top of another (thereby moving money from it to another). You can check for manual money flows by selecting the bucket and looking at the lower right panel, "Money Flows" This will show if money has moved from that bucket to another. > - what is the best way to have it auto save for an emergency float > (for example)... i want to put aside a certain amount each month... > previously i did this with a cash account and scheduled transfer to it > (quicken) but i think that may be the wrong way of doing it..... with > all the financial analysts saying to put aside a 6-10 month float i > want to be able to put in the goal amount... and it to stop the > transfer when it reaches the goal :D (basically is there a saving > plan?) It might depend on where the money is physically stored on how you choose to track it MoneyWell. I have my emergency money in my Savings Account, but I also keep other money in the Savings account as well. I'd like for my Savings account to reconcile with the Savings statement, so creating a separate cash account isn't ideal for me. Instead, I have a bucket which tracks that emergency money. This bucket continues to grow until it reaches its intended size, and then I either turn off the allocation for that bucket in my spending plan, or flow money to another bucket as needed when it exceeds my intended amount. > - i hid buckets that i no longer use (but need to keep for historical > purposes) but they still show in the transaction drop down - how do i > hide them from 'everywhere' It's currently not possible to hide transactions. You can choose to not see them by not selecting the hidden buckets. > - i set some transactions to recur monthly - like mortgage, > electricity... but now it shows a full year of them? I see that i can > hide ALL future transactions - but can i see the next 30 days? (the > relevant time period)... Take a look at Edit->Define Future Time Period. When you change this value to 30 days, then select Edit->Show Future Pending Transactions, you should be able to see only the next 30 days of future transactions > - on the same vein - scheduled transactions... i have a transaction > that is split in 3 buckets - but its 1 check -- when i set it to > repeat every month - only one of the buckets repeats.. not the whole > transaction.. (happens on other split transactions too.) - how do i > schedule the WHOLE transaction - not just one of the splits.. Repeating splits isn't a current feature. Instead, I repeat the basic transaction, and then apply the split each month. Alternatively, if you need to forecast more precisely, you can repeat individual transactions in each bucket, and then when the expense comes, delete the three transactions and add the 3-way split transaction. > > - i hid a bunch of old accounts (need to keep for historical) but they > show up in transfer list -- how do i hide from there? Take a look at the gear at the bottom of the panel and Show Hidden accounts. > > > thats all i can think of now > thanks > ciara Grace to you, Blair > > --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
