On Jan 30, 2009, at 8:27 AM, ciara belle wrote:

> I have a spending plan- that i have 4 times verified is correct and
> accurate.. and seems to work fine last month (however i honestly may
> not have noticed these small amounts).
>
> Several buckets have 'no plan' in the spending plan... i verified this
> - went back into the plan, and re-saved it - w/ no plan on those
> buckets (ie Recreational Vehicle Upgrades....no plan)..
>
> i go to allocate next months buckets (1/2 half) - i have to set it 2
> days ahead since its not picking up feb yet.. (wish this was
> automated... i would love it to realize that we are at teh last
> business day and logically i want to allocate for the 'next' two
> weeks..etc).
>
> anyways -- in the allocation - several of the no plan buckets are now
> getting funds??
>
> And it says in the allocation screen - planned 1.00 for this bucket..
> when there is no plan! ? In spending plan both columns are also
> zero... (historic and planned..)
>
>
Hi Mary Lou,

Is it possible that you have amounts set for individual months on  
those "no plan" buckets? Select one on the spending plan and look at  
the months below. Make sure you have decimal places turned on so you  
can see values under $1.

> in the same vien -- its still changing my planned maounts on other
> buckets w/o asking... i set 1 bucket to 500.00 annually - but it
> INSISTS on changing it to 500.04... it may seem a small thing but when
> it lowers it to 499.98 instead that can get troublesome... should be
> what i told it to be ...not more not less.
>
This is because MoneyWell is setting monthly amounts based on your  
timing. This means that 500 / 12 = 41.66667 or 41.67 rounded. Changing  
that back to an annual value 41.67 * 12 = 500.04. I know it's wrong  
and it will be addressed in a future version but annually, if all you  
are off is 2 or 4 cents on your spending, I think you're doing pretty  
good.
>
> Lastly - feature request (*smile) -- i would love to be able to sort
> by columns in spending plan... so i can easily see what buckets have
> 'no plan' -- or what buckets have 'highest or lowest' amounts set..
> etc. currently there are no sorting options avail on this screen.
> with sorting i could easily find the items that shoud have plans that
> i may have missed ... :)


The reason these don't sort is because they are resorted based on your  
priority settings so you can see which bucket will get filled first  
when you allocate.

Peace,

Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com


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