On Feb 26, 2009, at 6:09 PM, Dave Hirsch wrote: > Okay, I think I understand the system better in terms of how it is > supposed to work. You have to allocate income twice a month, once for > the first half and once for the second half. I still don't understand > the issue I wrote about above, though: > > If I open the sample document, make a big salary transaction to put > some money into income, and then click allocate income with the menu > set to first half, it will dutifully put $150 into groceries (set to > 300/month, All Month). If I do it again (still set to First Half), it > will put 75 into groceries. Next time: 38, then 19, etc. What is the > logic here? > Dave,
It's very simple logic and needs to be improved. Basically, MoneyWell only allocates "half" of the amount needed for a bucket if that bucket is set to "All Month" for timing and the allocate period is set to "First Half." It should be a little smarter about it and skip over buckets with money already allocated but there are some, like Groceries, that may need more money each time if you get paid weekly. In the 2.x releases, MoneyWell will give the user more control over what money gets allocated and when. > Also, I was trying to allocate funds to January. It seems like there > is no way to have an allocation happen in the past. I had to manually > edit each money flow to set the correct date for it. Is that correct? > If you click the Jan 2009 bar in the graph to filter to that time period and then Allocate Income, it will create money flows in that month. > Thanks; I love the great support on this forum! 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 -~----------~----~----~----~------~----~------~--~---
