#3 - You can split the transaction like you usually would.  In the
split box you'd probably enter $10 for the Grocery bucket, $10 for the
Household bucket, and for the other $20 check the box in the leftmost
column which indicates Cash Only.  That $20 will be accounted for as a
transfer to the Cash account.


On Thu, Jun 18, 2009 at 9:58 AM, Robb B<brunan...@gmail.com> wrote:
> I'm really enjoying Moneywell over the past month or so of use. In
> that time, I've also found a few features I'd like to see added. It
> may also be that these features exist and I don't know how to use
> them, so if that's the class, I would gladly receive instruction.
> 1. For transfers, the option to hide accounts in the drop-down list
> that are hidden in the accounts list. As of now, with about 8 years of
> Quicken data imported, the account drop-down list is really long for
> me, but in that list I only actively use about 5 of those accounts,
> and it would be nice not to have to scroll through the whole thing
> looking for them every time.
> 2. Split transfer transactions. For example, I recently opened a new
> checking and savings account. I wrote a check from my other checking
> account to deposit money into these two accounts when I opened them.
> At present, I cannot split the transfer so that $XX goes to my savings
> and $XX goes to my checking. My workaround was to put the whole
> deposit in Cash, and then create two transactions from cash into the
> new accounts to separate the money from that check. But I'd rather not
> have to use a workaround.
> 3. A better mechanism to handle a "cash back" transaction on a debit
> card. For example, I go to the grocery store, spend maybe $10 on
> groceries, $10 on household items, and get $20 back in cash. I want to
> put that cash into the cash account without assigning it a bucket, and
> put my other $20 of expenses in the appropriate buckets. Right now,
> the best way I've found to handle this is to send the whole amount
> ($40, say) to the cash bucket, and then do two more transactions from
> there ($10 to groceries, $10 to household). What should be one split
> transaction becomes three (or more) transactions in multiple accounts.
> 3. Scheduled Split Transactions. This would be nice for a paycheck,
> for example, or for other bills with more than one bucket item.
> 4. Smart Credit Card Scheduled Transactions. Quicken had a feature
> that set the amount of the scheduled transaction for the cc payment to
> the current balance. I'd like to see something similar in Moneywell.
> Even with my desire to see these features added, I still think
> Moneywell is great and an improvement over Quicken. Thanks so much for
> your hard work and support!
> >

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