I have the same problem where my buckets balance does not equel my accounts total.
Here is what I did: * I have assigned my starting balances for each account on 12/31/08 * Brought each starting balance out to the income layer by assigning them to an income bucket (except for savings) * Set my cashflow start date to 1/1/09 * Set starting cashflow that totals my starting balances from 12/31/08 I assume this is where the problem starts: * Triple checked that every transaction has a bucket assignment * Assigned one side of each transfer to a bucket on either expense or income side (if it were a transfer from savings it would be brought out to the income layer) Now when I look at my buckets total: There is an $84.34 difference between my accounts and buckets. This means that I physically have $84.34 available in my accounts (not savings) for spending that is not reflecting in my buckets. I have no clue how this can happen. From what I understand in this thread, the problem is probably in with the transfers. I believe to have followed all the directions and tutorials correctly. I have tried to understand the suggestions in this thread but it's far too confusing. To me, only assigning one side of the transfer makes the most sense. For example: * I have $100 in charges outstanding on my credit card. * I have $200 allocated to my 'debt repayment' bucket. * I will create a new transfer from my checking account, to my credit card for $100. * I will assign the checking account expense to the 'debt repayment' bucket. * I will make the credit card 'payment' (the other half of the transfer) bucket optional and leave it unassigned. I totally understand Kevin's point about how we are only spending what we allocate. But my totals show I have $84 left to allocate. Maddening! Any further help with this would be greatly appreciated. TIA, txcrew On Feb 26, 6:45 pm, Lucas Burke <[email protected]> wrote: > Thanks for the help, everyone. > > I did end up getting them to match. I don't remember what the last > thing that I fixed was, but it definitely included checking all > transfers were not coming out of a bucket, making sure that the > applicable starting balances had buckets, etc. and eventually they > matched. I agree that you are definitely safe if you are keeping your > spending within your allocations, but having a big mismatch between > what you have and what you thought you have is disconcerting! > > On Feb 20, 2:06 am, Alan Schmitt <[email protected]> > wrote: > > > On 19 févr. 09, at 19:11, Kevin Hoctor wrote: > > > > Both sides of a transfer do not need to be assigned to a bucket (and > > > rarely should be actually) but transfers will cause a problem if you > > > are trying to keep your buckets total and account balances in sync. > > > I agree, I was just trying to help in finding out where the balance > > discrepancy came from. I personally never assign a bucket to a transfer. > > > > The goal is to make sure that you spend only what you allocate and not > > > to worry about matching up the totals. Behind the scenes you may be > > > moving money between accounts to fund spending but you still will be > > > sticking to your spending plan if you only spend what you allocate. > > > I agree, and I find it reassuring to see that my accounts total is > > equal to my buckets balance. > > > Alan > > > PGP.sig > > < 1KViewDownload --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
