Ok, I am off and running. A small question... When I click on the dining bucket the chart shows two places we ate out in Jan. and the one on Feb. If I told MW to start tracking Feb 1 should anything show for Jan? Or does the chart just show everything by month and not bucket/budget driven.
I guess I am saying that even though we ate out In Jan we used February's money... most months where the last business day of the month is a few days before the actual start of the next this will be the case for us due to how my wife gets paid. On Feb 4, 8:18 pm, lterenzi <[email protected]> wrote: > I sense the "A-HA" moment coming for me! I cant thank you enough for > all the help... Hopefully not too many more questions. > > On Feb 4, 8:03 pm, Kevin Hoctor <[email protected]> wrote: > > > That setting will only affect next month's allocation but you may as > > well set it now so you don't forget. > > > Peace, > > > Kevin Hoctor > > No Thirst Software LLChttp://nothirst.com > > > Sent from my iPhone > > > On Feb 4, 2009, at 6:50 PM, lterenzi <[email protected]> wrote: > > > > Ok so for the first swing both of salaries will be in my wife's bucket > > > to allocate and from here on out it will draw from both. > > > > So to make sure I have this: > > > > - I have my Cash Flow Start Date Set to 2/1/09 > > > > - I dumped all the cash we have from Jan into my wife's Salary bucket > > > just for this first go at it. This puts even the $710 i have routed to > > > my Salary bucket in hers for this first allocation. > > > > - I have my spending plan set > > > > - Now when I actually do my first allocation do I need to use the Next > > > Month Start Option at all or will that only come into play starting in > > > March when I allocate for March on Feb 27? > > > > On Feb 4, 7:35 pm, Kevin Hoctor <[email protected]> wrote: > > >> On Feb 4, 2009, at 6:28 PM, lterenzi wrote: > > > >>> I click the green Triangle. It allows me to have my tracking start > > >>> date be February 1 like I want, and then it says I can start the > > >>> initial cash flow for a single income bucket. I have two income > > >>> buckets and the $4442.00 is spread between them. Do I just start the > > >>> flow with my wife's Salary bucket? > > > >> No, use the whole amount and put it in one bucket. Remember, your > > >> transactions are already assigned to the correct buckets, all you are > > >> doing now is priming the pump so you can start allocating that money. > > >> The cash flow layer is on top of the transaction layer. > > > >> In the future, the deposits will drive the allocation but for this > > >> first time, you just need to tell MoneyWell how much is available to > > >> put in the expense buckets. > > > >> 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 -~----------~----~----~----~------~----~------~--~---
