Thanks - i found that timing option later on..i changed it to 1st half and it worked better... re-deleted all the flowed items out of salary and re-allocated and phew now i have money left over :)
am i going to have to allocate that pay Every time? or just cause i am setting this all up for the first time... ciara On Jan 9, 11:31 am, Kevin Hoctor <[email protected]> wrote: > On Jan 9, 2009, at 10:14 AM, ciara belle wrote: > > > Ok - I set my spending plan... I removed all my 'savings' items (as > > they were messing up the plan.. i will do separately)... i deleted > > ALL the items from Allocation of Salary ( since it was completely > > messed up with all my testing :)...) -- that fixed most of the > > negative allocation issues ... clean slate -- correct plan... good to > > go.. > > - opened allocation.... > > - made sure its set 1 day for 'next month starts' - since we were paid > > on 31st Dec for the next months spending... > > Hi Ciara, > > That 1 day setting is only for the current month. If you want to > include last month's paycheck in your current spending amount, simply > add that value to your cash flow start setting. We have a video almost > ready to post on this but I'll give you the text version: > > 1. Total up all the money you have to spend as of the end of day on > Dec. 31, 2008 > 2. Click Edit > Change Cash Flow Start Date… > 3. Make sure the date is Jan. 1, 2009 > 4. Set your income bucket to your primary one > 5. Enter the amount to spend (the total from step 1) > > Now you'll have all the proper money to start your cash flow in your > primary income bucket for use in allocating. > > > > > I have in my plan set Mortgage, etc for 2nd half of month - cause they > > come from the next 15th paycheck. > > - But --- it has allocated all those 2nd half of months items to this > > first half... > > - Now i can 'de-allocate' manually - but i don't want to do this every > > month > > In the Allocate Income panel, change the "Monthly Timing" to "First > Half of Month" so MoneyWell knows you only want to do the allocations > for the first half of this month. Since it's the 9th, MoneyWell thinks > you want to start working on the second half. > > > > > please tell me what i set wrong so that i can fix it... figured i had > > finally wrapped my brain around this methodology... -- I interpreted > > the first half and second half items to be 'when their paid' maybe i > > mis-interpreted. > > You did it right but you are running the allocation for the first half > a little late, that's all. That is the reason for this setting, so you > can control it. > > 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 -~----------~----~----~----~------~----~------~--~---
