On Mar 24, 2009, at 3:51 AM, Lance wrote:

> I have quite a few Expense buckets (~40) and this can make it
> difficult to quickly find a bucket of interest when dragging &
> dropping money flows.
>
> At first I tried to follow the advice on the web site and consolidate
> my buckets (i.e. merge buckets like Electricity, Water, and Garbage
> into a single "Utilties" bucket) but this quickly broke down as it
> became too difficult to figure out how much to put in the Spending
> Plan for each merged bucket. I'm using MoneyWell to replace what I
> used to do manually in Excel, so I want to avoid having to maintain a
> separate spreadsheet just to track the estimated expenses for
> individual components of each bucket.
>
> So I went back to having ~40 buckets and tried prefixing each bucket
> name with a category (i.e. Utilities-Electricity) but this has the
> major downside of crippling the auto-complete feature (I now have to
> type "Utilities-E" instead of just "E").
>
> At this point I've settled on creating "dummy" buckets to act as
> dividers. For example, I create a bucket named "----- UTILITIES -----"
> and move it so it sits above all my Utility buckets. This has been
> working OK so far, but has the downside of taking up more screen real
> estate in the bucket list.
>
> It seems like the ideal solution would be to consolidate the buckets
> and add a feature to MoneyWell that lets you do sort of a "split
> transaction" on the spending plan amount so you can plan for the
> individual component amounts and have MoneyWell sum them up for you.
>
> How have others handled this problem? Or am I just missing something
> here?


Lance,

I highly recommend not creating dummy buckets. You can drag and order  
buckets any way you like so you can group all your utility buckets  
together without having to prefix them with "Utility." Just drag a  
bucket above or below another until you see a line between them and  
release.

Try this and let me know if that solves your need for organization  
please.

Peace,

Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com


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