sorry i replied before i saw the rest of the posts :) - red buckets -- now their red again after restarting moneywell... i checked - there no transactions at all in jan 09... checked all acounts... so there should be simply the full amount waiting to spend... (using auto fuel for my truck for example - it gives negative 64$ -- but i allocated 85$ for jan.. and havent spent anything.. i think it has to do w/ cash flow start date... how do i tell it to start spending from jan 1 - but use paycheck from dec 31st? :D ciara
On Jan 7, 10:14 am, ciara belle <[email protected]> wrote: > 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 -~----------~----~----~----~------~----~------~--~---
