[No Thirst Software] Re: Basic Question....
Brett, If you pay early, MoneyWell will treat it as a graph entry on that date but your cash will still flow right. In other words, if you take out $50 for lunches on Feb. 27, that amount will stay removed from that bucket when March starts. You only need to allocate early if you don't have enough money in your buckets. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 4, 2009, at 8:55 PM, Brett Nord brettn...@gmail.com wrote: hmm.. thanks Kevin and txcrew, but i don't think that's what i want to do (I should have been clearer on my question) I used the example of Mortgage which i see would be a reoccurring fixed expense that would always be around the same time every month. But what this example: I pre-payed my kids school lunch for the whole month of March on Feb 26th. I don't want to tell MW/spending plan to start early just for that, right? and i don't want to forward-date the transaction to 3/1 rather than 2/26 either, right? And i can't simply drag/drop the transaction on the bucket and expect it to deduct from my March budget for that bucket. thanks. On Mar 4, 2009, at 7:35 PM, Kevin Hoctor wrote: If you use the Days setting in the Allocate Income panel to allocate income a couple of days early, you'll have money available to pay your mortgage before the first. The blue dotted outline is strictly your planned amount on the graph and had nothing to do with allocated money. Peace, Kevin Hoctor No Thirst Software LLC http://nothirst.com Sent from my iPhone On Mar 4, 2009, at 5:40 PM, Nordica brettn...@gmail.com wrote: I'm sure this has been asked answered many times, i'm just not sure how to search for it... If I pay my mortgage (due on the first of the month) a few days early, it will post/clear my bank on the last few days of the prior month, how do I account for this in MW? My Mortgage bucket for this month has a blue dotted line around it in the graph because i've allocated the amount for this month in the spending plan. thanks! --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Can't delete bucket
I imported all my categories from Windows Quicken to start using MW. I have two Income Bucket (Income Bucket and Inc. Bucket) I want to get rid of Inc. Bucket but I can't. I tried using the Delete Button and I did not have Delete Bucket when I went to the File drop down menu. I even moved all of the Inc. Bucket entries to the Income Bucket and that didn't help. --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Can't delete bucket
On Mar 5, 2009, at 7:32 AM, Arnie wrote: I imported all my categories from Windows Quicken to start using MW. I have two Income Bucket (Income Bucket and Inc. Bucket) I want to get rid of Inc. Bucket but I can't. I tried using the Delete Button and I did not have Delete Bucket when I went to the File drop down menu. I even moved all of the Inc. Bucket entries to the Income Bucket and that didn't help. Hi Arnie, Hold down the Option key as you drag your Inc. Bucket to your Income Bucket. This will merge the two and move any transactions or money flows to the destination bucket. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Can't delete bucket
I also have some empty Buckets that I am unable to delete. I used the Delete Empty Buckets, the delete key and it the bucket would not delete. On Mar 5, 8:50 am, Kevin Hoctor ke...@nothirst.com wrote: On Mar 5, 2009, at 7:32 AM, Arnie wrote: I imported all my categories from Windows Quicken to start using MW. I have two Income Bucket (Income Bucket and Inc. Bucket) I want to get rid of Inc. Bucket but I can't. I tried using the Delete Button and I did not have Delete Bucket when I went to the File drop down menu. I even moved all of the Inc. Bucket entries to the Income Bucket and that didn't help. Hi Arnie, Hold down the Option key as you drag your Inc. Bucket to your Income Bucket. This will merge the two and move any transactions or money flows to the destination bucket. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Can't delete bucket
On Mar 5, 2009, at 8:01 AM, Arnie wrote: I also have some empty Buckets that I am unable to delete. I used the Delete Empty Buckets, the delete key and it the bucket would not delete. Make sure you click the Accounts title to select all your accounts before selecting a bucket so you can be sure that you have no transactions in them and then look at the bucket detail to make sure there are no money flows. You can remove money flows with the - button below the list. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Flag?
On Mar 4, 2009, at 9:54 PM, Dave wrote: I have had a couple of instances that I have found it would be nice to have a way of flagging a single transaction of series of transactions. I was wondering if this is a possibility. For example, I CANNOT find a transaction that puts me $5.00 off. I have looked and looked. I would like to be able to: 1) Flag the transaction that I temporarily put in to adjust my account; 2) Begin going through ALL my statements and flagging each one that I hand verify and flag as matching. Perhaps others would find a use for this as well. Perhaps to mark an important transaction to match for when it clears? I don't know. What do you think? Maybe it could be toggled on and off from the menus. *shrug* Hi Dave, I am reviewing adding a way to flag transactions. There have been times when I have had a question about one and need to talk to Judy but no way to mark it. This would also add a Flagged smart folder. Thanks! Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Matching logic
On Mar 4, 2009, at 9:22 PM, bwbecker wrote: Kevin -- I've let this one sit for a while. However, I still observe behaviour that is different from what I think should happen and from what you describe. I'm going to try to post a screen snap of what I'm seeing to the images section of the main page. I'll try to name is something like mergeTrans.jpg. Of the 9 merges it suggests, I think only the last one is correct. The other eight all appear to want to merge with the same transaction. Hi Byron, Looks like you found a bug. It seems that because all these transactions are marked as Check types and each has essentially the same check number (nothing), MoneyWell is matching them all up. Why are all these coming in as checks without check numbers is the next question. Can you send me a sample file that you are importing? Send it directly to ke...@nothirst.com and not this forum please. I'll work on the matching bug in the next release. Thanks. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Memorized transaction matching logic
Patricia Cross gweeptr...@mac.com wrote: Is that the expected behavior and is there any way I can tell it to just plain stop auto-memorizing checks? I have to concur. Moneywell is one of my favorite apps, but the auto- memorizing is the one thing that drives me crazy for the same reason you mention. I'm having to train myself to go into the Memorized Transaction pane before I do any importing or downloading into Moneywell so I can delete all memorized transactions. I can't wait for v1.5 if it indeed allows shutting off the automatic nature of memorizing transactions. --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Basic Question....
On Mar 5, 2009, at 8:57 AM, Brett Nord wrote: will it flow correctly even if my starting date is Mar 1? and if i happen to do the same thing end of this month (pay early for April), it will show that i am 2X over budget right? I set my starting date for Mar 1 and now i have $100 still in my bucket for this month even thou I wrote a check for $45 on 2/26 for THIS MONTH...ugh Brett, No, it won't see it but if you are starting your cash flow on Mar. 1, you should exclude from your starting cash amount any pending transactions. You only want to show your net available spending cash. No way (other than changing the transaction date) to make the graph entry accurate for this month? I don't like having the graph empty for the month when i know it's not really empty. Honestly, if you always pay this at the end of the month, it will show up in March just at the end. You might consider the Feb. 26 transaction as a March one but try looking at it as a February one and let the April one be seen in March. Does that work? Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Memorized transaction matching logic
On Mar 5, 2009, at 2:58 PM, U.Block wrote: Patricia Cross gweeptr...@mac.com wrote: Is that the expected behavior and is there any way I can tell it to just plain stop auto-memorizing checks? I have to concur. Moneywell is one of my favorite apps, but the auto- memorizing is the one thing that drives me crazy for the same reason you mention. I'm having to train myself to go into the Memorized Transaction pane before I do any importing or downloading into Moneywell so I can delete all memorized transactions. I can't wait for v1.5 if it indeed allows shutting off the automatic nature of memorizing transactions. You don't have to delete all the memorized transactions, just make sure that you have the correct alias set for generic transactions. In other words, if you have generic payee names like CHECK or ATM WITHDRAWAL simply create two memorized transactions with those payee names and MoneyWell will add an alias with the same name. Now uncheck all the memorized saves for bucket and other fields and they will import fine without any problems. A future version of MoneyWell will give you a better way of handling these. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Basic Question....
On Mar 5, 2009, at 2:00 PM, Kevin Hoctor wrote: On Mar 5, 2009, at 8:57 AM, Brett Nord wrote: will it flow correctly even if my starting date is Mar 1? and if i happen to do the same thing end of this month (pay early for April), it will show that i am 2X over budget right? I set my starting date for Mar 1 and now i have $100 still in my bucket for this month even thou I wrote a check for $45 on 2/26 for THIS MONTH...ugh Brett, No, it won't see it but if you are starting your cash flow on Mar. 1, you should exclude from your starting cash amount any pending transactions. You only want to show your net available spending cash. but, this transaction has cleared my bank, so it's really not pending, right? It's net available cash from a starting cash amount, but NOT from a spending plan bucket standpoint. (no need to reply to this one, i'll make it work) No way (other than changing the transaction date) to make the graph entry accurate for this month? I don't like having the graph empty for the month when i know it's not really empty. Honestly, if you always pay this at the end of the month, it will show up in March just at the end. You might consider the Feb. 26 transaction as a March one but try looking at it as a February one and let the April one be seen in March. Does that work? yes, it does. thanks! Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: Locking up
On Mar 3, 2009, at 10:05 PM, mjcloud wrote: Well, I've tried this a couple times but still locks up. But now it is at least predictable. It locks up each time we 'open' a pending scheduled transaction. Any ideas? Mike, Can you send your document to ke...@nothirst.com so I can see this locking up happen? If you'd prefer to send a small sample document, I'll take that instead. Just make sure it shows off the problem please. It would also help me if I saw the Console messages on your computer related to MoneyWell. Here are the steps: 1. Run Console (in your Utilities folder) 2. Click All Messages in the left panel 3. Filter the list to MoneyWell using the Filter in the upper right 4. Select several of the most recent messages around the date you were seeing this problem 5. Copy them and paste them into a message to ke...@nothirst.com Thanks. Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] buckets and categories
I am currently evaluating MoneyWell, and loving it so far. I have long wanted an app that could automatically import my transactions and do envelope budgeting. They all have had only one or the other. Here's a situation I have (that I doubt is unique to me) and the way to address it is not obvious to me, so I'm hoping someone can help. I am a self employed computer programmer. Currently I have what I call a Work budget, that includes new software, hardware, books, travel expenses, and food. This has worked well for me what the perspective of not overspending. However for tax purposes, I need to have individual subtotals for some of those things. In my current financial app, I simply use Categories and Sub-Categories -- easy enough (the tradeoff of course is complete lack of budgeting). Now I am attempting to do this in MoneyWell. But what I want do I cannot seem to. Ideally I would have one bucket, called Work, and then be able to label individual transactions with a given tax category. The best I could see was to use a Memo, which I would rather reserve for details about what it was (name of the book or software, etc.). And it does not appear to that you can use Memo to group by for reports (which makes sense, just limits it's value for what I'm trying to do). So... any suggestions? --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
[No Thirst Software] Re: buckets and categories
On Mar 5, 2009, at 3:58 PM, makani wrote: I am currently evaluating MoneyWell, and loving it so far. I have long wanted an app that could automatically import my transactions and do envelope budgeting. They all have had only one or the other. Here's a situation I have (that I doubt is unique to me) and the way to address it is not obvious to me, so I'm hoping someone can help. I am a self employed computer programmer. Currently I have what I call a Work budget, that includes new software, hardware, books, travel expenses, and food. This has worked well for me what the perspective of not overspending. However for tax purposes, I need to have individual subtotals for some of those things. In my current financial app, I simply use Categories and Sub-Categories -- easy enough (the tradeoff of course is complete lack of budgeting). Now I am attempting to do this in MoneyWell. But what I want do I cannot seem to. Ideally I would have one bucket, called Work, and then be able to label individual transactions with a given tax category. The best I could see was to use a Memo, which I would rather reserve for details about what it was (name of the book or software, etc.). And it does not appear to that you can use Memo to group by for reports (which makes sense, just limits it's value for what I'm trying to do). So... any suggestions? Hello, MoneyWell allows you to assign buckets as tax-related so you can print out tax specific summary or detail reports. If you have both a personal and a work budget, I recommend creating two MoneyWell documents and keeping those separate. I do that myself. I have a personal MoneyWell document and one for No Thirst Software. Will this work for you? Peace, Kevin Hoctor ke...@nothirst.com No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~-~--~~~---~--~~ 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 -~--~~~~--~~--~--~---
