On Feb 2, 2009, at 7:15 AM, Steve Meyfroidt wrote:

> I'm trying to use Moneywell after some months of not really getting to
> grips with it.
>
> One of my buckets is for the monthly mortgage, which varies over time
> as interest rates change.
>
> I think that changing the spending plan today also changes the
> historical spending plan, correct? So there's no way to manage the
> mortgage bucket value to match the current expense as it changes... or
> am I missing the obvious?
>
> How do other people handle this? I imagine most people have mortgages
> that change over time.


Steve,

MoneyWell will let you change your spending plan at any time but  
you're correct that it currently changes the historic view. This isn't  
such an issue with envelope budgeting because it's all about proactive  
cash flow management and not historic visuals but I do have a change  
coming that will make this better.

In an upcoming release, you'll be able to date stamp your spending  
plans so you can keep the historic views and still change your plan as  
expenses and income changes.

Peace,

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


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