Ciara, I thought I'd add an alternative explanation that may maximize your use of MoneyWell's split transaction feature.
When you create a split, in the split detail area, called "Split Transaction" on the MoneyWell panel, and you've referred to as transaction screen, Kevin is explaining that the first split item will be called the Split Parent. All other split items are split children (although no reference to children exists in the program--I'm using that for discussion sake here). Now in the Transactions panel, in the center of the screen, you are correct in stating that the split order appears random--the Split Parent item can be anywhere among the split transactions, sometimes, splits even overlap. However, the Split Parent is always the first item when you were initially creating the split in the split detail panel. Kevin has said that he will fix the orders of the splits in 1.5. Presumably, the Split Parent will always be listed first followed by its respective children after this update in the Transaction panel. There are two ways to view splits in the main Transaction panel: Hide Split Transaction Totals Show Split Transaction Totals In either view, the split parent is always the one with the transaction status showing next to it (Open, Cleared, Reconciled, or Pending). The children will have have three lines next to it, indicating that it is a split child. When you select a split child, you can click a button over in the Split Transaction detail area that will take you to the Split Parent--this will show you how the money is divided. When you hide split transaction totals, each transaction that is part of the split shows the individual amount allocated to the split--even the parent shows it's split amount, which is less than the total transaction amount. When you show split transaction totals, only the parent shows an amount in the Transaction panel, and it is the total amount of the transaction. To see the individual split amounts, you would need to click on each split transaction. Now, your final concern was changing the information in the splits. Like you have observed, when you select different split items in the Split Transaction area, it does not change the information at the top of the Transaction Detail. The Transaction Detail always shows the information from the split parent. The easiest way to change the buckets for an individual split item is to select the split child in the Transactions panel in the main part of the screen, rather than in the Split Transaction area. I would caution, you, though, not to change the amount in this way, though, because there appears to be a bug which allows you to change a split child amount, and the transaction total doesn't change. Neither is there an additional transaction added to account for the difference you've created. In other words, the sum of the split items doesn't equal the total transaction amount. It appears that after reopening the document, the split transaction corrects itself and adds a split transaction to cover the difference--leaving you wondering why an unexplained, unallocated transaction is all of a sudden showing up in your document. Instead, if you must change a split item amount, change it in the Split Transaction area, not by selecting the split child. I hope this helps--if something requires more clarity, let me know! Grace to you, Blair On Jan 20, 2009, at 7:22 AM, ciara belle wrote: > > i understand what your saying - but its not the case... perhaps its > not working properly.. but in some transactions it chooses the first > split to display... in others it chooses the last... others again the > middle... so it seems random to me... > Not sure what your saying about the parent - i will take your word for > it - but i personally don't think the feature is very useful if you > cant change the items viewed by selecting another split item. As i > said i think we need a way to see more detail on the splits - as the > transaction screen is not wide enough to see all the info. > thanks > > ciara > > On Jan 19, 7:48 am, Kevin Hoctor <ke...@nothirst.com> wrote: >> The amount is not picked at random. If you see the split table then >> this is the split parent and also the first split line. The selection >> in the split table cannot drive the upper entries or it would also >> take you off the parent. >> >> The split children can be selected in the Transaction list to the >> left. >> >> Peace, >> >> Kevin Hoctor >> No Thirst Software LLChttp://nothirst.com >> >> Sent from my iPhone >> >> On Jan 19, 2009, at 6:02 AM, ciara belle <ciaraswe...@gmail.com> >> wrote: >> >> >> >>> there are two marked total -- split total - which i understand >>> completely... and the total closer to the top of the screen.. >>> which is >>> actually to correct myself (sigh) called Amount.. That amount >>> field >>> is easily understood when there are no splits.. however when there >>> ARE >>> splits.. the amount picks a Split line at Random.. and displays >>> that... If you select ANOTHER split line in the transacation - >>> NONE >>> of the items above change (amount, bucket, memo..) - which i would >>> have expected to change when selecting a different split line... >>> Since screen realestate is so small on the split area - many times >>> you >>> cannot see the whole bucket, memo, amount in the split area - i >>> thought that the upper transaction area should change ... >> >>> Also - on the Main Register -- when the transaction is Split -- it >>> shows the SAME bucket was in the randomly chosen split line (for >>> amount at the top)... what it should say is SPLIT or some such.. to >>> alert you that you have to examine that transaction more closely for >>> details. >> >>> (i apolgoize for getting the terms mixed up earlier.. not enough >>> sugar >>> i guess :)) >> >>> Basically i have a 180 transaction >>> ON the register it should show - Payee, SPLIT (bucket) Memo - and >>> Total of all splits (i am in total view) >>> it shows - Payee - Random bucket chosen from splits, total amount of >>> all splits >> >>> On the transaction side >>> Should show >>> Total 180 (bottom half) - does >>> Payee >>> Bucket - should change w/ chosen split line - doesnt >>> Memo - should change w/ chosen split line - doesnt >>> Amount ALWAYS shows a randomly chosen split amount >>> (not the first - as in this case its the middle split item) >> >>> hard to show you in words - cant seem to attach a screen shot in >>> googlegroups here. >> >>> thanks >> >>> ciara >> >>> On Jan 18, 9:34 am, Kevin Hoctor <ke...@nothirst.com> wrote: >>>> Now you have me confused. I thought the total we were discussing >>>> was >>>> the split total. >> >>>> Let's start over, what's the other total you are asking about? >> >>>> Peace, >> >>>> Kevin Hoctor >>>> No Thirst Software LLChttp://nothirst.com >> >>>> Sent from my iPhone >> >>>> On Jan 18, 2009, at 8:08 AM, ciara belle <ciaraswe...@gmail.com> >>>> wrote: >> >>>>> sorry i just dont get it - -what is the purpose of the total? I >>>>> understand the split total (this one makes perfect sense to me).. >>>>> but >>>>> i dont see the point of the other total... since it doesnt seem to >>>>> total anything. (at least when there is a split involved..) >>>>> ciara >> >>>>> On Jan 17, 7:54 am, Kevin Hoctor <ke...@nothirst.com> wrote: >>>>>> The split total is the total of the transaction (what appears on >>>>>> your >>>>>> statement) but is entered first. The split children amounts are >>>>>> split >>>>>> from the total instead of the other way around. >> >>>>>> Peace, >> >>>>>> Kevin Hoctor >>>>>> No Thirst Software LLChttp://nothirst.com >> >>>>>> Sent from my iPhone >> >>>>>> On Jan 17, 2009, at 6:33 AM, ciara belle <ciaraswe...@gmail.com> >>>>>> wrote: >> >>>>>>> sorry no-- i don't get it - if the total doesn't represent >>>>>>> splits.. >>>>>>> and doesn't represent the entire amount.. than what's the >>>>>>> point of >>>>>>> it? I would love to see the detail above change depending on >>>>>>> the >>>>>>> split chosen - if for no other reason than there is not enough >>>>>>> real >>>>>>> estate on the screen to show the entire split line (especially >>>>>>> on a >>>>>>> 15" macbook). - there doesn't seem to be a way to manually >>>>>>> resize >>>>>>> that side of the screen either. >>>>>>> i still don't understand what the total is supposed to >>>>>>> represent - >>>>>>> since it neither represents the total of all splits, nor the >>>>>>> total >>>>>>> of >>>>>>> one split... so what is it Total of? the standard definition of >>>>>>> total >>>>>>> is a sum of amounts or numbers... what does it sum? >>>>>>> ciara >> >>>>>>> On Jan 16, 10:09 am, Kevin Hoctor <ke...@nothirst.com> wrote: >>>>>>>> On Jan 16, 2009, at 8:01 AM, ciara belle wrote: >> >>>>>>>>> if that is the case than changing to the next line down in the >>>>>>>>> list of >>>>>>>>> splits should change the 'total' box? -- however it does >>>>>>>>> not... >>>>>>>>> selecting the various items in the split transaction list does >>>>>>>>> not >>>>>>>>> change any item above... and it seems to pick one at random to >>>>>>>>> show >>>>>>>>> (for example right now on one transaction its showing the 3rd >>>>>>>>> split... >>>>>>>>> and will not show any other when i select) >> >>>>>>>> No, the total will never change unless you change it. Splits >>>>>>>> were >>>>>>>> designed to make quick entry of a split transaction: >> >>>>>>>> 1. Create a transaction for $200 and assign to Groceries >>>>>>>> bucket >>>>>>>> 2. Decide to make it a split, click Create Split >>>>>>>> 3. Change the first amount to $150 (because that actually >>>>>>>> what >>>>>>>> was >>>>>>>> spent on groceries) >>>>>>>> 4. Set the next line bucket to Education and change the >>>>>>>> amount to >>>>>>>> $30 (what we spent on supplies) >>>>>>>> 5. The remaining line is now at $20, which is our cash back >>>>>>>> so we >>>>>>>> check the "cash only" checkbox >> >>>>>>>> The idea was to avoid as much math as possible and just allow >>>>>>>> you >>>>>>>> to >>>>>>>> enter the amount you spent on each successive bucket and let >>>>>>>> MoneyWell >>>>>>>> set the new line to the remainder. It's rare that I wouldn't >>>>>>>> know >>>>>>>> the >>>>>>>> total but would only know the breakdowns and want to put >>>>>>>> those in >>>>>>>> to >>>>>>>> add up to a total. I hope this makes sense. >> >>>>>>>> Peace, >> >>>>>>>> Kevin Hoctor >>>>>>>> ke...@nothirst.com >>>>>>>> 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
