On Fri, Feb 27, 2009 at 9:39 AM, mitten <[email protected]> wrote: > > I'm a Microsoft Money refugee (tired of having to run a virtual > machine to do accounting) and looking pretty seriously at MoneyWell.
Welcome to my club. I too am a MS Money refugee. MS Money was really the last reason I was using VMWare Fusion. > > My question is: if I want to just use MoneyWell as a checkbook manager > - like putting 'categories' on transactions (I don't care if they're > called 'buckets'), reconciling my accounts, etc., can I do that? > > I realize that the bucket thing is a major part of the software and > one of the premier features of it. It looks really cool, but for our > situation (two freelance incomes) it looks very complex and hard to > use. If I just get going with MoneyWell as a checkbook manager, will I > be able to start using the buckets later, once I understand how to > make them work for our situation? Or do I need to use buckets to do > the more basic functions like monthly reconciliations? > The bucket thing is *really* major to the design of MoneyWell, but I think you can do what you want and also come back to using buckets in the future. What you can do is make all transactions have the bucket as "optional". Right-click a transaction and choose "Bucket Optional" ( or something like that ). Not sure if there's a keyboard way to set that, but maybe. I'll also defer to other users and Kevin himself for potentially better ways to avoid the buckets until you're ready. Although I will say, they are great once you understand how it all ties together. It really gives my wife and I a really good picture of how much money we have left to spend in any planned category ( particularly dinning out when we shouldn't be ) I hope that helps. Patrick --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
