I have just started using Moneywell and I am liking it so far although I appreciate some continued use will help understand it better.
I have set up a new document with a cashflow start of 01/04/09 and set all my accounts with starting balances 31/03/09 including credit cards. I have used the starting balance of my checking account as Salary and I have allocated money to each of my buckets. All good so far. I have now entered transactions for April so far retrospectively and future transactions taking into account Direct Debits yet to be collected. Again from what I can see all good. Buckets where money has been withdrawn and assigned to a bucket have had their amounts reduced accordingly. However I have just noticed the Spending Plan and Allocate Income. I select these and they have my Allocated Income but Planned Amount is blank. Do I need to complete these and as I haven't will it mess up what I have done, or mess me up later on for not doing it? Lastly and on an unrelated issue concerning Cash Accounts. Money I allocate as Cash Only appears as an amount in Cash Account. Do I just create transactions in this account to reflect where the money has been spent and assigning them buckets like I would with any other transaction? Do I have to reconcile these transactions if I have reconciled the ATM withdrawal in my checking account? Many thanks for your help / advice Ed --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
