On Apr 3, 2009, at 9:26 AM, glooft wrote: > I am still a MoneyWell newbie. I started using it on March 1. I set my > Cash Flow Start Date to March 1 and proceeded to blow my spending plan > out of the water last month. > > I am starting fresh with a new spending plan and a new Cash Flow Start > Date of April 1. Now I have a transaction from last month that is > causing trouble. I got tax money back from the IRS and from the State > of New York. I created an Income bucket called Other Income and put > that money in there. From that money I paid my accountant his fee of > $300 which I put in my Professional Fees expense bucket. > > Now that I have set my new Cash Flow Start Date, all of my buckets are > zeroed out except my Professional Fees expense bucket which is $300 in > the green. So why is this happening? This transaction was on March 19. > Also, my Other Income bucket is negative $300. > If you allocated money to this bucket in April but paid the bill in March, then you'll show a positive amount in it because you told MoneyWell to ignore anything before April 1. Make sure both of those happened in March and you'll be fine.
> I guess a tax refund isn't really income and it should have gone to > savings. However, I wanted to pay my accountant of the refund I got. > Not out of Salary since I had not budgeted for a $300 fee. > It is income and you did this correctly. Just check the dates on the money flow (click the bucket and look at the flows on the Bucket Detail to the right). > I tried simply deleting the Other Income bucket but MW will not delete > it. How can I go about correcting these issues? > Don't delete the bucket, just try my other suggestions first. If you still can't figure it out, please send your MoneyWell document to me directly at [email protected] and I'll help more. > I obviously have yet to truly grasp the MW concept. Would love to see > a real manual or wiki or something like that. More of this is being documented on our website. I think you'll like it better than a manual that is always out of date because of our continual releases. 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 -~----------~----~----~----~------~----~------~--~---
