>> But I have second account. I expected to be able to do the same thing >> and have the amount from that second account added to the the Salary >> bucket. >> >> What's happening instead, is the amount in the Salary bucket CHANGES >> to the new amount I just entered.
Mike is correct in that you have to enter the total of the two account balances into the Starting Cash Flow. This window is a document-level setting (rather than an account level). That is, you set it once for the entire document. What I personally find more intuitive is to not use Initial Cash Flows at all and set it to zero. Then, on the starting balance of each account that I want in my salary bucket, I allocate the starting balance transaction to the Salary bucket. You can do this by selecting the transaction and adjusting the bucket in the right-hand panel of the screen. Also, dragging the starting balance transaction on top of the Salary bucket has the same effect. Grace to you, Blair On Jan 9, 2009, at 3:29 PM, mikemc wrote: > > Am I correct to assume that when you say 2 accounts you mean 2 actual > accounts and not 2 buckets, correct? If so just add the total amount > from both accounts and enter that number to your Salary bucket on > inital cash flow. > > Let me know if I am misunderstanding. > Mike > > On Jan 9, 3:00 pm, "Mr. Danno Sullivan" <[email protected]> wrote: >> Thanks to you, Mike, for the quick and helpful answers. >> >> I find I can do as you describe with one account (I can set the >> initial cash flow date, and then use the drop-down menu to allot the >> initial balance to the Salary bucket). So far so good. >> >> But I have second account. I expected to be able to do the same thing >> and have the amount from that second account added to the the Salary >> bucket. >> >> What's happening instead, is the amount in the Salary bucket CHANGES >> to the new amount I just entered. >> >> I'm just trying to figure out how to get the intial amounts from BOTH >> accounts to both shoow up in the Salary bucket. >> >> (I believe I actually have a pretty good understanding of the day-to- >> day operations; I'm trying to make the move from mVelopes, which is >> similar in philosophy [I think], but nowhere near as Mac-friendly. I >> just need to get over this hurdle of getting started! I'm no computer >> dummy, but I feel like this could really use a nice hand-holding >> first- >> sreen pathway--do this, now do this, and now finally, you're free to >> do what you like!) >> >> Thanks again, >> >> ds >> >> On Jan 9, 2009, at 2:46 PM, mikemc wrote: >> >> >> >>> Hey ds, >> >>> I'll try and field this one too. (others chime in if I'm incorrect). >>> What I ended up doing is going to my Checking Account's website >>> (BOA) >>> and getting my starting balance amount as of 1/1/2009. For Example, >>> say my starting balance as of 1/1/2009 was $250, when I set my >>> initial >>> cash flow start date of 1/1/2009 I selected my main income bucket >>> from >>> the drop down ("Salary") and entered in $250. After doing this the >>> $250 should show up next to your Salary Bucket and should be >>> recognized when Allocating. Or you can simply click-n-drag your >>> Salary bucket to an Expense bucket to allocate money between the >>> two. >> >>> It is tough to wrap your head around at first (at least for me b/c I >>> was used to Quicken), but once the lightbulb went off I find it >>> easier >>> to manage my money and keep a budget. >> >>> Hope this helps, >>> Mike >> >>> On Jan 9, 2:36 pm, "Mr. Danno Sullivan" <[email protected]> wrote: >>>> Two new accounts set up. >> >>>> How do I get the amount shown in the account to move into the >>>> "salary" >>>> bucket, so that I can disperse it to the spending buckets? >> >>>> Thanks for any help! >> >>>> ds > > --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
