Kevin,

I understand your point about hopelessly trying to predict the future
and I don't think that's what I'm trying to do. I'm just trying to
avoid having to maintain a separate spreadsheet to track what I think
could easily be done within MoneyWell.

Now that I've started playing with Future Transactions, I think I
might have solved my problem somewhat. If I set up Future Transactions
for every regular bill I expect to have through the rest of the year,
I can now group things into fewer buckets. I just discovered the
"Repeat" feature for transactions, which is very handy. You should
create a video tutorial on this one as many users are probably missing
how useful this can be.

Going back to my previous example, I create a set of repeating future
transactions for Electricity, Water, Garbage, etc. I can easily set up
the repeat to happen every month or every two months based on how
often I get that bill. Now I can get away with a single bucket
(Utilities) while still being able to plan for each bill individually
(via Future Transactions).

I'll still have to see how this works out as I go forward. I assume
when the "real" transaction comes in next month, MoneyWell will
autodetect it as duplicate and ask to merge with my future transaction
I put in there. If so, this solution should work pretty well for and
will eliminate my need for so many buckets.

The one very small enhancement that would really sell me on this
method is if MoneyWell could automatically fill in (or at least
suggest) the Spending Plan amount based on Future Transactions I've
already entered. Currently I can just select a month, then select all
the transactions that show up and look at the bottom to see the sum
and then manually fill that in.

I would also like some visual indication if my current Spending Plan
amount is lower than the sum of the Future Transactions I have
assigned to this bucket for the month. This would make it easy for me
to find where I've screwed up the Spending Plan amount.


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