On Feb 24, 2009, at 4:56 PM, Brian H. Mayo wrote: > I hate to beat this point, but I want to make sure I understand this > and possible request a feature change. > > Let us says again we have one physical account, one income bucket (but > that really does not matter for this example), and one expense bucket. > > Let us put $100 in the physical account, then into the income bucket, > and then into the expense bucket. > > In the footer at the bottom it should say "1 transaction; 2/24/09 > balance is $100.00; reconciled balance is [whatever]; buckets balance > is $100.00" > > Let us do these different actions > 1) If I make a transaction today for $100 expense against the expense > bucket, the footer line now says, "2 transactions; 2/24/09 balance is > $0.00; reconciled balance is [whatever]; buckets balance is $0.00 > I tried this and it works. > > That is correct; it should be an accurate picture of the physical > account and the bucket balances > > 2) If I make a future transaction (dated 2/28/09) for $100. If I am > highlighting the initial transaction (that put money in the account > dated 2/24/09), the footer will say, "1 transaction; 2/24/09 balance > is $100.00; reconciled balance is [whatever]; buckets balance is > $100.00". Now, I highlight the future transaction (dated 2/28/09), > the footer now says, "2 transaction; 2/28/09 balance is $0.00; > reconciled balance is [whatever]; buckets balance is $100.00" > I tried this and this is what happens. > > Here is my point, in the #1 action, when I made a current transaction > (same day), the footer correctly decremented the amount from the > physical account and the bucket balances. But, when I made a future > transaction and highlighted it, the footer only decremented the > physical account but did not decrement the bucket balances. > > If you are saying that the footer value for the bucket balance is not > effected by the selected transaction date like other data in the > footer, that is a bit misleading and makes that value a bit useless. > I would much rather have the bucket balance value change just like the > date balance value changes. That way, as I input future transactions, > like bill pays, I can make sure my bucket balances (in total) will not > go negative. That is an easy way for me to see the effect of future > transactions. > Brian,
The simple answer to this is that the bucket balance is equal to the sum of all the bucket totals currently available in the Buckets List. If it changed for each transaction you selected, then it wouldn't be equal to this sum. Here's the rule on bucket balances when not filtered to a specific month: 1. Buckets show the available cash based on cash flow from the cash flow start date to the current date 2. Future pending transactions beyond the current month are never included in these sums because that would cause some very negative buckets 3. Future pending transactions in the current month are only included if the View menu is set to Show Future Pending Transactions The bucket balance on the bottom of the window is just a quick way to see the total sum of all these buckets based on these rules. It's a gauge of how much you have left to spend in general for this month. Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://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 -~----------~----~----~----~------~----~------~--~---
