I just started using MoneyWell to automate what I used to do in Excel and I'm pretty happy with the product so far, but one thing missing is being able to annotate spending plan amounts and money flows. In Excel, I accomplished this by inserting comments into the relevant cell, but I can't find a good way to accomplish this in MoneyWell.
Specifically ... 1) When setting Spending Plan amounts for each bucket, MoneyWell appears to retain a unique "Amount" field for every month, but the "Memo" field appears to be shared. I'd like a unique Memo field per month so I can document WHY I plan on spending that amount. For example, I may plan ahead for upcoming birthdays by bumping up the Dining Out bucket in a future month, but without a note, I'll likely forget why this bucket is higher when that month finally rolls around. If one doesn't use future transactions you could get away with replacing the Memo text every month with the current month's description, but this doesn't work well for me. 2) When I change a Spending Plan amount, I like to document WHY it changed (i.e. Unexpected vet bill, etc.). This helps highlight expenses I didn't predict well at the beginning of the month and helps make future planning more accurate. If #1 above is implement I could live without this enhancement since I could overload the Memo field to keep this history, but ideally this could be stored separately (and retain the existing shared Memo field for users who are used to that). 3) Add a "memo" field to each Money Flow. Currently the Bucket Detail pane lists the Date, Amount, and Bucket for each Money Flow for that bucket but I'd like an optional field to document WHY that Money Flow was done (i.e. Groceries higher than expected this month, flowing money over from Dining Out to compensate). --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
