thanks for your responses...(i assume you work for moneywell - if you don't - thanks for helping me :) ) i will summarize below; - thanks for explaining the icons - may i suggest to Moneywell to add this to the help file - a basic screen shot of the app w/ "what means what" (using arrows) would be helpful.
- for savings - that is not ideal -- i would like it to 'tell' me when i reach the goal..... i have enough stuff to track :) - also when i put in the annual amount it doesn't really split up monthly in a reasonable way (ie i want to save 60 k - it says i have to put aside 5k! not possible... i need more control over how much per month...) lastly - the bucket seems to work only on the 'negative' not the positive - ie i want there to be 60k in there - in a positive and not spend from it.. not sure the bucket is best for this. maybe there is a better way to tracking savings goals.. - i fixed 1 red bucket - now they are all grey?? don't understand that... also my savings account is showing red - when its not in the red... - Hide transactions -- maybe i wasn't clear - i am not trying to hide the transactions - i am trying to hide old accounts and hidden buckets from their respective drop-downs IN transactions - recreating splits... this is a very common feature. its way to much work to redo this every month. both ways you give are way too time consuming... and way to much room for error.... there must be a better way.. - hidden account - once again maybe i wasn't clear - i don't want to show them -- i want them hidden from EVERYwhere :D - and not there unless i show them...there is only hide account and show accounts in the gear menu.. i have already hidden them. - i created a spending plan, allocated -- but then i tweaked the amounts - for example i lowered groceries by 20.00 -- when i go in to allocate it still shows the higher amount allocated... i will not 'de- allocate' that 20.00... i reset flows.. no change.. same thing happened when i changed priority - reset flows did not re-prioritize the allocation..? .. if i told it to allocate 500 for groceries.. why has it given 528.05? - i told it to use combined income buckets - saved allocation - but it immediately changed back to a single income bucket...? I watched several of the videos but they all seem to be a different version with different screens and even different terminology ciara On Jan 6, 9:57 pm, Blair Watkinson <[email protected]> wrote: > 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 -~----------~----~----~----~------~----~------~--~---
