Blair, Remember though that not everyone has their full starting balance from each account to spend. The best bet is to total all your available cash to spend and just put it in the Cash Flow Start panel.
Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Jan 9, 2009, at 6:28 PM, Blair Watkinson <[email protected]> wrote: > >>> 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 -~----------~----~----~----~------~----~------~--~---
