You don't need to allocate in the past just to manage cash flow. You will still have your transactional history as long as you've assigned buckets to all of them.
Click the green triangle below the graph to pull up your cash flow settings. Then set the date to Feb 1 (it has to be on the first of the month) and the amount of cash you had to spend at the start of that date. Now you can use Allocate Income to fill your buckets according to your spending plan. It will know how to stop at the limits you set on each bucket. Once you change your cash flow start date, your historic buckets will no longer show as overspent. Watch our videos and ask more questions as you have them. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Feb 13, 2009, at 2:33 AM, Josh <floo...@gmail.com> wrote: > > Well I just got started with MoneyWell, and I wanted to use it for the > year 2009. This means I have all of Januaries transactions already in > the program and categorized. I set up my spending plan for the year. I > even figured out how to tell it that I'd only be getting Financial Aid > Money in January & August, and getting another one time income source > from a Financial Aid loan. In other words I think I have everything > setup so that all I should need to do is allocate the money from my > really big (for now) income buckets to my super-in-the-red expense > buckets (in the red because they are seeing a little over a months > worth of expense transactions, but havent been allocated money. > > So when i click on allocate it wants to allocate money for today > February 12th. How can I tell it to allocate all the money (according > to spending plan) for january? > Also, since I receive much of my income in large chunks from financial > aid, and only a small continuous stream from my job, will Money Well > realize that it should be distributing those large chunks out in > pieces every month? > > I hope I have provided enough detail for you to help, if not please > let me know what else you need. > > > --~--~---------~--~----~------------~-------~--~----~ 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
