On Mar 5, 2009, at 3:58 PM, makani wrote: > I am currently evaluating MoneyWell, and loving it so far. I have > long wanted an app that could automatically import my transactions and > do envelope budgeting. They all have had only one or the other. > > Here's a situation I have (that I doubt is unique to me) and the way > to address it is not obvious to me, so I'm hoping someone can help. > > I am a self employed computer programmer. Currently I have what I > call a "Work" budget, that includes new software, hardware, books, > travel expenses, and food. This has worked well for me what the > perspective of not overspending. However for tax purposes, I need to > have individual subtotals for some of those things. In my current > financial app, I simply use Categories and Sub-Categories -- easy > enough (the tradeoff of course is complete lack of budgeting). > > Now I am attempting to do this in MoneyWell. But what I want do I > cannot seem to. Ideally I would have one bucket, called "Work", and > then be able to label individual transactions with a given tax > category. The best I could see was to use a "Memo", which I would > rather reserve for details about what it was (name of the book or > software, etc.). And it does not appear to that you can use Memo to > group by for reports (which makes sense, just limits it's value for > what I'm trying to do). > > So... any suggestions?
Hello, MoneyWell allows you to assign buckets as tax-related so you can print out tax specific summary or detail reports. If you have both a personal and a work budget, I recommend creating two MoneyWell documents and keeping those separate. I do that myself. I have a personal MoneyWell document and one for No Thirst Software. Will this work for you? 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 -~----------~----~----~----~------~----~------~--~---
