Ok thanks to everyone for responses; I set the date to jan 1 - w/ the income filled in from previous month
Savings - Based your savings bucket explanation... maybe i should continue to use cash accounts for this instead like i did in q.... since i need to see where i am at - for difference savings goals ... then i know what i can spend (ie if am saving for a new fence... or new deck... am i there yet?).... this might be a good feature to add (wink wink). Splits - i understand about the paycheck - cause that's a gross amount then being split into net amounts ... but for the mortgage.. i have no choice in the bank paying my taxes, and home insurance (unlike canada...)... and want that split out and tracked...because i want to track those expenses... which has paid off in the past when the bank messed up these payments entirely...also - this goes for my auto insurance -- i split it up for 3 vehicles.. and want to keep it that way. so hopefully this scheduling a split transaction will be coming soon (smiles) cause i have to figure something out to repeat these -- and its way to much work and room for error to do this manually each month... plus the whole 'forgetting' to do it. ... Sorry - not everyone wants only overall management - some need or want to micromanage some things :) Allocation -- found it thanks -- sort of fixed it (within a few cents... much better) Combined income - i found this flag thanks (thought i took that question out before i sent it - sorry :) ) ok - new one Spending allocation and flows .... i change an amount to an even # - say 500.00 for dining - save and go back and its set to a few pennies more or less than that amount (500.01.. 499.98) - is there a reason behind this? thanks again; ciara On Jan 7, 10:49 am, Kevin Hoctor <[email protected]> wrote: > 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 LLChttp://nothirst.comhttp://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 -~----------~----~----~----~------~----~------~--~---
