On Jan 7, 2009, at 9:14 AM, ciara belle wrote: > thanks for your responses...(i assume you work for moneywell - if you > don't - thanks for helping me :) )
Blair is just a very helpful customer. He does a lot of support without being an employee of No Thirst Software. > > 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. > I thought I had these in the help file but I can see that they need to be added. Thanks. > - 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.. > Your spending plan is a guide to help you save money and is designed to set aside whatever amount you specify when you use Allocate Income so you don't spend it otherwise. You can certainly set different amounts for each month, just select a bucket in the Spending Plan panel and set different amounts per month at the bottom. As money builds up in your Savings bucket, the amount is designed to go to zero when you transfer that money to your savings account. It's not meant to track an overall goal for savings. The envelope process is about focusing on monthly goals and setting aside cash up front so you don't spend it incorrectly. > - 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... > Gray means that you are looking at historic spending and not your available cash in bucket. Check your cash flow start date because setting this to the future will cause your bucket amounts to turn gray or filtering to a month by clicking on the graph will do it too. > - 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 > At this time, these cannot be hidden in MoneyWell because it would cause a problem with transfers from an active account to a hidden one. I'm looking at solutions but for now they will stay in the pop-ups. > - 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.. > Repeating splits will be added in the future but I also stress not splitting certain transactions. I know you like to split your mortgage and paycheck but in reality this is not a great use of time when managing cash flow. I bet that if most people dropped that habit, they wouldn't lose any money and would gain a ton of spare time. > - 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. > Same answer as the buckets above. > - 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? > If you're looking at the Allocated column, that will not change because that is a total of existing money flows in that bucket. Only the New Flow column will change in the Allocate Income panel. You can select buckets on the main window and remove/change flows if you need to in the Bucket Detail. > - i told it to use combined income buckets - saved allocation - but it > immediately changed back to a single income bucket...? > That's probably because you only have one bucket marked with the "Use in Combined Income" flag. Make sure you have two or more set this way and that will be the default. > I watched several of the videos but they all seem to be a different > version with different screens and even different terminology Yes, we have several old videos from 1.3. The 1.4 release is very new and we're still catching up recording new videos. Sorry. Peace, Kevin Hoctor [email protected] 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 [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 -~----------~----~----~----~------~----~------~--~---
