Hi Jason, More reports and views are coming, some of which should help you with these requests.
Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com On Jun 14, 2009, at 9:35 PM, Jason wrote: > > 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 -~----------~----~----~----~------~----~------~--~---
