Hello Kevin, I've recently purchased MoneyWell, set up various accounts (checking, savings, credit cards, cash, etc...), and uploaded/coded transactions from the beginning of 2009. I've developed my spending plan and, with the help of other folks in this forum (thanks Druzyne and Kevin!) figured out the nuances about allocating income, timing, and priority. I really like what I see so far.
I need to be able to output a report that I can share (email or paper copy) with my wife so that we can review our spending (for the month) versus our budgeted spending plan (by bucket) for each month. The report could be similar to the Bucket Summary Report in format, but it would be helpful to have a reference for the budgeted/monthly spending plan values for the buckets that we've spent from. I know that there are different ways to see/review this information in the MoneyWell viewing panes and I find that very helpful to me, as I log or manage our family's transactions in MoneyWell. Reviewing the software with my wife isn't always the best or most practical approach, so having an output report that can convey the same spending to spending plan information would be quite helpful to let her know where things stand. The availability of both summary and detail transaction reports would be even better. It would be quite helpful to have an option to include spending plan amount references in both the Bucket Summary Report as well as the Transaction Listing Report. The option of a check box to "Include Planned Amount from Spending Plan" (by bucket) in these (or other) reports would be fantastic! That way, I could output a .pdf document with either a summary or detail spent by bucket and include the spending plan amount for each bucket. I know that you're planning new views for graphs and I hope that some new reports also come along with the next version. I hope this is helpful to explain my need and the reason for the request. I'm also curious to hear if anybody has a similar need and if others have work-arounds to address this reporting / process for sharing spent to date vs. budget with a spouse or significant other. If anybody has any good ideas or techniques, please share. Thanks in advance Kevin for your support and I really like using MoneyWell so far. Best regards, Jason --~--~---------~--~----~------------~-------~--~----~ 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 no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
