Even if your cash flow starts in February, you still can have historic transactions prior to that. You may decide in 6 months to start over with your cash flow but you wouldn't want to delete your bank statement history.
If you click on a month in the graph, it will filter down your transactions to a specific month. With envelope budgeting, it's also very common to be spending cash from last month or for the next month because life doesn't divide cleanly into date ranges. MoneyWell is flexible enough to flow with the changes though. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Feb 4, 2009, at 8:41 PM, lterenzi <[email protected]> wrote: > > 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 -~----------~----~----~----~------~----~------~--~---
