I thought I understood that the total amount available in my accounts (namely, all the money I could spend) should equal the total amount available in all of my buckets (also, all the money I could spend). I have been using the reconcile, spending plan, and allocate tools; and every transaction that I have entered is attached to a bucket. I have been using moneywell for about 13 months now; I'm pretty familiar with its basic operation.
Somehow, though, the total amounts in the buckets no longer correspond to the total amount in my accounts, which doesn't make any sense to me. I looked through the forums and it seems that the ordinary solution to that problem is making sure that every transaction is matched to a bucket. In my case, though, that didn't solve the problem. mikemc wrote: > Hey Lucas, > > If I am understanding you correctly you want to know why your > Account's totals doesn't match your Bucket's total? If this is the > case, I believe this will never happen nor should you be concerned > with this. They are two different things. You want to reconcile (or > balance) your accounts with your bank/credit card statements. The > buckets are just a virtual layer/sandbox you set up to monitor your > spending. To set bucket limits (how much you can put in the bucket) > use the Spending Plan tool. To fill buckets go to the Allocate tool. > Once you have buckets filled...as you enter transactions you assign > each transaction a bucket and the appropriate funds will removed from > your bucket. This way you always have a visual representation of how > much money you have left in your buckets at any given time. > > If I didn't understand you correctly let me know...or someone else in > the group will get you on the right path. If I did understand you > correctly, then I suggest watching the helpful tutorials on the > nothirst.com website - esp. "Understanding Moneywell" to understand > the concepts of the software. > > Hope this helps, > Mike > > On Feb 19, 12:33 am, Lucas Burke <[email protected]> wrote: > > I can't figure out how to get the total of my accounts and my buckets > > to match up. I don't have any unassigned transactions. The initial > > amounts are not assigned to any buckets, but the total of the > > unassigned amounts does not make the difference. The accounts have a > > total that is about $1,300 more than the buckets. Any help would be > > appreciated! > > > > Sincerely, > > Lucas --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
