On Apr 7, 2009, at 2:37 PM, Ron wrote:

> I am a convert from iBank and in the processing of my transitioning I
> was able to get reconciliation done and with little to no time
> required for digging. With all my accounts (checking, saving, money
> market, credit cards) being spot on to the penny my buckets and
> allocations for my spending plan are a mess.
>  I am looking for a way to keep my transactions but be able to setup
> my buckets and allocations from a clean slate. I have looked thru the
> menus as well as searching the group and either I am over looking it
> or I am missing what actually needs to be done. Is what I am trying to
> do possible?


Hi Ron,

Simply use Edit > Change Cash Flow Start Date and set the date to  
April 1, 2009 (or whenever you want to start tracking cash flow). Set  
the amount to your available cash as of the start of that date and  
MoneyWell will ignore transactions and money flows prior to that date.

You can alternately click the green triangle below the graph to  
accomplish this as well.

Peace,

Kevin Hoctor
[email protected]
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com


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