On Mar 24, 2009, at 3:27 AM, Lance wrote: > 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).
Hi Lance, I'm looking at adding memos for cash flow and spending plan details. Those will probably not appear until 2.x though. 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 -~----------~----~----~----~------~----~------~--~---
