looking forward to buying 2.x :) -- I'd like memos for manual money flows as well (to remember why I added one)
On Mar 24, 8:30 am, Kevin Hoctor <[email protected]> wrote: > 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 andmoneyflows. 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 uniqueMemofield 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 theMemotext 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 theMemofield to > > keep this history, but ideally this could be stored separately (and > > retain the existing sharedMemofield for users who are used to that). > > > 3) Add a "memo" field to eachMoneyFlow. Currently the Bucket Detail > > pane lists the Date, Amount, and Bucket for eachMoneyFlowfor that > > bucket but I'd like an optional field to document WHY thatMoneyFlow > > was done (i.e. Groceries higher than expected this month, flowing > >moneyover from Dining Out to compensate). > > Hi Lance, > > I'm looking at adding memos for cashflowand spending plan details. > Those will probably not appear until 2.x though. > > Peace, > > Kevin Hoctor > [email protected] > No Thirst Software LLChttp://nothirst.comhttp://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 -~----------~----~----~----~------~----~------~--~---
