Thank you Blair - i do understand that is how it is designed.. however i stand firm in that i feel its incorrect in its design - in that if i click on a split transaction - than the info above should change. I always keep my register view hiding splits (just showing total of transaction) - because in the long run - that is the AMOUNT i am out.. the split is moot. therefore - i never see the child / parent relationship - and really dont think i need to as a user of the app. Hopefully, these concerns will be addressed in 1.5 I also have other transactions that are properly split (i started another thread a week ago and i am still awaiting response) but for some reason only 1 of the splits shows up in buckets.. (they are all assigned buckets)... and its assigning the Total of the whole transaction to that parent split bucket -rather than the parent split amount. This last issue i NEED fixed as its messing up the bucket allocations..
ciara On Jan 22, 10:36 pm, The Watkinson Family <[email protected]> wrote: > 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 <[email protected]> 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 <[email protected]> > >> 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 <[email protected]> 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 <[email protected]> > >>>> 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 <[email protected]> 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 <[email protected]> > >>>>>> 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 <[email protected]> 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 > >>>>>>>> [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 -~----------~----~----~----~------~----~------~--~---
