Hi Chuck, There isn't a graphical demonstration of your future account balance, but there is a way to tell if the scheduled transaction is going to overdraw your account. If you click on the scheduled transaction, the text at the bottom of the window will tell you the account balance for that day - it's the second item, which starts with "m/d/yy balance is." If there are parentheses around that number, then the account will be in the red by that amount, and you should transfer in money before that payment is made.
//Drew On May 30, 5:56 pm, chuckmcgee <[email protected]> wrote: > Hello all, > > I have recently made the purchase for Moneywell and so far so good...I > am trying to make the comfortable conversion from Quicken Deluxe > 2009. I am super satisfied with my experience so far, but there is > one thing that I can't figure out that is keeping me from total > obsession... > > Budget forecasting based on scheduled bills. In Quicken, I am able to > set up all of my bills for each month with the dates they are due. > Quicken takes that information and plots my forecasted balance on a > day-by-day graph over the course of the month. This allows me to see > spots in the month where I could possibly dip below a comfortable > level and adjust accordingly. This has been helpful in so many ways. > For example, on mulitple occasions, I have seen my balance fall below > $0 simply based on the date I was forecasting to pay a particular bill > in one month. By choosing to pay the same bill two days later, I see > my forecasted balance is adjusted and everything stays at very > comfortable levels. > > Is there anyway to achieve this level of functionality with > Moneywell? I am at the point in my set up where I am about to start > setting up scheduled transactions but i have a few transactions such > as my salary that is paid every two weeks and I couldn't see how to > set up that frequency. I am guessing if that frequency doesn't exist, > then I may not be getting the accuracy I am used to with Quicken > Deluxe and I am going to have to continue to suffer through a Windows > virtual machine until the functionality is added. > > Thanks to those who read this through and offer some insight. I am > hoping to get away from my Windows dependency altogether. > > Chuck --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
