Me again, Blair. Kevin has solved my predicament by telling me that I can right click any transaction to make it bucket optional. Now I am happy!
Thanks again for trying to understand what I am trying to do and helping me. Cheers, Noreen On 27-Jan-09, at 8:25 PM, The Watkinson Family wrote: > >> > > Hi, Holly! > >> >> I like to transfer $100 a month from a Checking Account to a Money >> Market Account. I have set this up in my Spending Plan and allocated >> the income accordingly. When the automatic transfer is initiated by >> my >> bank I record it in the Savings Bucket. >> >> Next I record the transfer from the checking account to the Money >> Market Account, leaving the Bucket field empty. >> >> Question: Is there any way I can avoid this being recorded as an >> Unassigned Transaction? > > Holly, it is possible to prevent this transaction from being recorded > as unassigned, but I'm not sure that's really what you want to do. > But I think that I'm confused in general about what's going on. > > Normally, transfers from one account to another don't show up as > unassigned transactions, because many, but not all, transfers should > not be assigned to buckets. > > If you have created a transfer from checking to the money market > account in MoneyWell, then the transaction shouldn't be flagged as > unassigned. Instead, you should see it in your Transfers smart > bucket. Is this not the case? > > If you have, in fact, created a transfer, I would think that you would > want the transaction to be assigned to your Savings bucket, unless I'm > misunderstanding what you're trying to do. When you allocate the $100 > from your salary to the Savings bucket, that money then needs to be > "spent" from your Savings bucket when you move the money to your Money > Market account. But like I said, I think that I am misunderstanding > something about what you're doing... do you have more details to offer > about what you're doing? For instance, what did you mean by: > >> When the automatic transfer is initiated by my >> bank I record it in the Savings Bucket. > > And how is that different from: >> Next I record the transfer from the checking account to the Money >> Market Account, leaving the Bucket field empty. > > Hope I can help! > > Grace to you, > Blair > > > > --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
