unfortunately this doesnt exactly solve my problem. As I mentioned above I have 2 buckets with big chunks of money deposited into them in January (one from FA disbursement, and another from FA loan). With my spending date set to Jan 1, these 2 accounts are flush with money to spend, and allocating money draws from this pool. However when I set the spending date to Feb 1, it ignores these large deposits in January which leaves 0 funds to allocate. I think you're going to tell me that's what the "Optionally, you can set a starting cash flow amount for a single income bucket...." part of the change spending date dialog is for. Prolem is that only lets me specifiy how much spending money is supposed to be in ONE of the buckets but not both....
I suppose I could combine the buckets, then specify the amount, but it seems sorta counterintuitive you know. Isnt the point of multiple income buckets to keep incomes seperate? Is this the only thing to do? combine to a single bucket (at least for now) and specify it's starting flow? thanks josh On Feb 13, 4:33 am, Kevin Hoctor <[email protected]> wrote: > 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 LLChttp://nothirst.com > > Sent from my iPhone > > On Feb 13, 2009, at 2:33 AM, Josh <[email protected]> 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 [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 -~----------~----~----~----~------~----~------~--~---
