On Jan 1, 2009, at 7:09 AM, Seb33 wrote:
First, happy new year and thanks to be so near of customers needs.
I download the last release and first I test the width of the check
number column and it works fine, thanks.
I will see the other features soon.
Can you tell me when we can create
Same thing for me (using Quicken 2006 for Windows).
Steve, I tried the MM/DD/ format and no luck.
Jaysen, I consider myself computer savy, so may try your solution next
or just wait for 1.4.2 patch before being able to use Moneywell
sigh.
Fingers crossed.
On Dec 29 2008, 11:09 am, Steve
sorry jaysen, i cleaned up everything in quicken so the categories
there will match my planned moneywell buckets. hoping it will be
easier to get off the ground running this way.
On Jan 1, 11:12 am, Jaysen letsw...@jaysenodell.com wrote:
I know I am slower than most, but I think I made a boo
I have my checking account and credit card account set to
automatically download into MoneyWell.
When I make a payment from my checking account to my credit card, a
transaction shows up in the credit card account and in the checking
account.
I am going through all my unassigned items from each
Hey Kevin,
I downloaded 1.4.2 patch, and I tried to import quicken file (windows
2006 version) and still having import issues where it changes
transaction date to today's date for all. I'm using MM/DD/
format. Any suggestions?
Thanks,
Mike
On Dec 31 2008, 9:09 pm, Kevin Hoctor
My old credit cards are not automatically showing up from my banking
institution download setup. If it was, I think the transfer advice
you offer would be a good solution.
I've decided to start a new slate... good time for it :) I deleted
all transactions up to today and updated my starting
I am trying out MoneyWell and using the download transactions feature.
I have downloaded all my transactions, and then deleted all
transactions before today. I then updated my starting balance in my
account.
However, when I download transaction again, I get transactions from
yesterday entered
Hi Jaysen I'm having my own budgeting problems and you made me
laugh when you said you are slower than most. I don't think so! :-)
When I'm paying credit card bills, credit line or mortgage, my Payee
is the bank name and my bucket is Debt Repayment. They're all with
different banks so I
Actually, it appears even more simple than this with some more
checking as all that is needed to populate today's date into the date
field is to tab passed the empty field entirely. I do agree; the best-
guess features of MoneyWell are often right on.
-Scott
On Jan 1, 12:08 pm, SpiralOcean
It seems like deleting is a hard way to do this. When I pay a credit
card, the Payee is the Bank, the bucket is Debt Repayment. When I get
to the credit card side, the Payee is Payment and no bucket is
assigned. I don't mess with Transfers. I hope I'm making sense. (Happy
New Year to
Where could I consult or download Moneywell's manual ? I watch the
tutorials but it's difficult for me (french user) to understand all
the voice says, that's why I hope there is a notice.
Seb.
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You received this message because you are
On Jan 1, 2009, at 10:30 AM, SpiralOcean wrote:
I have my checking account and credit card account set to
automatically download into MoneyWell.
When I make a payment from my checking account to my credit card, a
transaction shows up in the credit card account and in the checking
account.
On Jan 1, 2009, at 11:08 AM, SpiralOcean wrote:
Just found a pleasant experience.
Wanted to update a date for today. Typed in tod then hit the tab key,
and today's date was entered.
Nice touch.
I won't take too much credit for that. Any invalid entry will revert
to the current date.
I have two types of buckets.
Those that have a cap or line of an amount, and those that I want to
allocate money into every month with no cap.
Example:
Dining - allocate $100 a month, cap of $100 a month
Auto Repairs - no cap, allocate $100 a month
In my spending plan, I set an allocation for
On Jan 1, 2009, at 10:12 AM, Jaysen wrote:
I know I am slower than most, but I think I made a boo boo. Hopefully
someone can offer some quick and simple guidance.
Following Kevin's KISS principle for bucketing I did not create
buckets for each loan payment. I allocated my car payments in
On Jan 1, 2009, at 10:47 AM, mikemc wrote:
I downloaded 1.4.2 patch, and I tried to import quicken file (windows
2006 version) and still having import issues where it changes
transaction date to today's date for all. I'm using MM/DD/
format. Any suggestions?
Hi Mike,
That fix is
On Jan 1, 2009, at 11:34 AM, Seb33 wrote:
Where could I consult or download Moneywell's manual ? I watch the
tutorials but it's difficult for me (french user) to understand all
the voice says, that's why I hope there is a notice.
Seb,
The help file in MoneyWell is the only official manual.
On Jan 1, 2009, at 11:54 AM, SpiralOcean wrote:
I have two types of buckets.
Those that have a cap or line of an amount, and those that I want to
allocate money into every month with no cap.
Example:
Dining - allocate $100 a month, cap of $100 a month
Auto Repairs - no cap, allocate $100
Just set up new accounts today. A checking and a credit card.
I put in an initial balance in the checking and credit card. For
example purpose:
Checking $400
Credit Card $100
I took my initial starting balance in my checking account and placed
it into the income bucket of salary.
Salary $400
So the software isn't filling to a bucket line.
It's filling to an allocation line?
On Jan 1, 11:19 am, Kevin Hoctor ke...@nothirst.com wrote:
On Jan 1, 2009, at 11:54 AM, SpiralOcean wrote:
I have two types of buckets.
Those that have a cap or line of an amount, and those that I want
On Jan 1, 2009, at 12:27 PM, SpiralOcean wrote:
So the software isn't filling to a bucket line.
It's filling to an allocation line?
That is the bucket line actually. The bucket total is just what is in
the bucket currently but allocations are based on money flows and not
money leftover
On Jan 1, 2009, at 12:28 PM, Jaysen wrote:
So today I get to T-0 and start paying bills and I get to my car
payment. I have no idea what bucket I used to plan for this expense.
Was it debt repayment or automobile? While that exact bucket
doesn't matter for this expense I wondering on the
On Jan 1, 2009, at 12:26 PM, SpiralOcean wrote:
Just set up new accounts today. A checking and a credit card.
I put in an initial balance in the checking and credit card. For
example purpose:
Checking $400
Credit Card $100
I took my initial starting balance in my checking account and
The problem is in the initial setup. You assigned $400 to the Salary
bucket (which means I can spend $400 now), but you only have $300 if
you sum the balances of all your accounts (credit card balances count
negative since they are debt). In general, the sum of your account
balances (the amount
I'm using that. ;-)
An Karen, never under estimate the ability of a male of the species to
stagnate or progress in a backward manner. Women no longer have to try
to show us how slow we are. We prove it ourselves eventually.
Jaysen
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You
I also like the fact that there is a memo for the buckets themselves.
Starting with the new year, I'll be using this field to keep track of
how I came up with the bucket totals, so that when a component of the
bucket changes, I know how much to change the bucket amount. For
instance,
I think that there has been a misunderstanding in this topic
On Jan 1, 2009, at 12:27 PM, SpiralOcean wrote:
So the software isn't filling to a bucket line.
It's filling to an allocation line?
That is the bucket line actually. The bucket total is just what is in
the bucket currently
Personally, I find that a reference to a fill-to-line is misleading
and may lead to confusion. When I think of buckets, and a line on the
inside that bucket, and I want to fill to that line, it implies that
the bucket will have the same amount in it regardless of how many
times or
Checking $400
Credit Card -$100
Salary $200
So you are saying,
to pay off a balance on a credit card:
Create a transfer from checking to credit card (I dragged checking to
credit card).
Checking $300
Credit Card $0
Salary $200
Go to the Checking Account, look for the transfer, drag it to a
Kevin,
The slow guy is behind again. Can we try an example for the idiot on
my end of the line?
So I have a CC balance that predates MW. I go to the grocery store and
spend $100 and put it on the CC. in MW I put this purchase in the
groceries bucket. I get my statement and send the CC company
On Jan 1, 2009, at 2:55 PM, Blair Watkinson wrote:
Starting with the new year, I'll be using this field to keep track of
how I came up with the bucket totals, so that when a component of the
bucket changes, I know how much to change the bucket amount. For
instance, you could specify the
Spiral,
It looks like you have the concepts down, but MoneyWell can simplify
things for you.
I'm assuming that you're just getting started and the credit card
balance is for last month's expenses. I'm also assuming that you've
paid off the balance, you don't have any debt that you're
I've found that getting MoneyWell started in a dynamic financial
situation (multiple accounts, statements closing out on different
days, and usually not aligned with the beginning and end of the month)
is much more difficult that using it day to day once everything is
established.
Spiral, maybe I'm not understanding your predicament but I think you
might be making it more complicated for yourself. i.e. Every month the
bank credits me with my salary. That goes into the income bucket. When
I pay a credit card payment, I don't use transfers, (but then again, I
don't
New(?) can of worms Is it really necessary to reconcile if all
transactions are downloaded? (See Jaysen? I can be dense, too.)
Karen
Oh no. Not dense...
You reconcile to verify that your records and the banks records match.
Some times you might find extra transactions in your account
One more correction...
There are two options:
The first option is to have two separate transactions.
one withdrawl in the checking for payment to the credit card, the
checking should have your bucket assignment.
and one deposit in the credit card from the checking.
This is where a problem occurs.
Having nested buckets would help to solve this problem.
In Quicken I have a bills 'bucket' split into (rent, utilities,
telephone)
Each of those has a set amount.
In Money Well I need to create a different bucket for each one of
those, or create a bills bucket with memo notes.
On Jan 1, 3:58
On Jan 1, 2009, at 2:44 PM, SpiralOcean wrote:
Personally, I find that a reference to a fill-to-line is misleading
and may lead to confusion. When I think of buckets, and a line on
the
inside that bucket, and I want to fill to that line, it implies that
the bucket will have the same
On Jan 1, 2009, at 2:48 PM, Blair Watkinson wrote:
I discovered another behavior that I don't think is intended, but
maybe it is for reasons not yet known to me. When using the keyboard
shortcuts to change a transaction's status, there are different
effects than when using the Status combo
sounds good thanks...
On Jan 1, 12:57 pm, Kevin Hoctor ke...@nothirst.com wrote:
On Jan 1, 2009, at 10:33 AM, mikemc wrote:
Same thing for me (using Quicken 2006 for Windows).
Steve, I tried the MM/DD/ format and no luck.
Jaysen, I consider myself computer savy, so may try your
I'm a bit frustrated, so forgive me if my tone sounds un-necessarily
snarky.
I had my buckets perfect set up, with just right amount of money left
in my checking account matching the ammount in MoneyWell's buckets. I
don't get paid again for another week. Then I go in to MoneyWell
today (Jan.
On Jan 1, 2009, at 6:00 PM, Karen wrote:
Ah, that's it. No, you don't assign a bucket on the cc side. I don't
mind that my payment on the credit card side is unassigned as I know
those round numbers are a CC payment. I assign a bucket when the
purchase is made. You're not as confused as you
On Jan 1, 2009, at 5:17 PM, SpiralOcean wrote:
Having nested buckets would help to solve this problem.
No it wouldn't. Nested buckets would only help to hide these. If you
are going to track your separate bills then why not split them out at
the top level?
In Quicken I have a bills
On Jan 1, 2009, at 7:52 PM, Jake_Covert wrote:
I'm a bit frustrated, so forgive me if my tone sounds un-necessarily
snarky.
I had my buckets perfect set up, with just right amount of money left
in my checking account matching the ammount in MoneyWell's buckets. I
don't get paid again for
Yes. In the US at least, the difference between what you sell a home
for and what you paid for it originally is taxed. The amount you
originally paid for it is the starting basis. As you make
improvements to the home, the cost of those improvements is added to
the basis. When you sell the home,
Sorry, but I cannot figure out how to get started. I have loaded most
of my online accounts and MW downloaded a whole bunch of transactions.
I have money from last year remaining in most of the expense
envelopes, but cannot see how to create a starting balance in the
expense envelopes. In
I understand what you're saying, although I don't think it's a good
idea to have two ways of doing something and then for there to be
different effects depending on whether you use your mouse or a
keyboard shortcut. Nonetheless, this choice remains with the
programmer.
But consider this
On Jan 1, 2009, at 8:24 PM, Dan wrote:
Yes. In the US at least, the difference between what you sell a home
for and what you paid for it originally is taxed. The amount you
originally paid for it is the starting basis. As you make
improvements to the home, the cost of those improvements is
Dan,
Like I mentioned earlier today, getting started with any financial
software is difficult, and I think it is a challenge to have video
tutorials that address each unique situation. For that matter, trying
to write an e-mail may even be more difficult.
I will try and mention some
Dan,
Ignore what I said about initial rollover, it is now called Cash
Flow Start. You can set this by clicking on the triangle next to the
first month in your graph. Again, you would use this if you didn't
want to start from scratch on 1 Jan and wanted to keep all your old
On Jan 1, 2009, at 8:24 PM, Dan wrote:
Yes. In the US at least, the difference between what you sell a home
for and what you paid for it originally is taxed. The amount you
originally paid for it is the starting basis. As you make
improvements to the home, the cost of those improvements is
On Jan 1, 2009, at 8:28 PM, Dan wrote:
Sorry, but I cannot figure out how to get started. I have loaded most
of my online accounts and MW downloaded a whole bunch of transactions.
I have money from last year remaining in most of the expense
envelopes, but cannot see how to create a starting
On Jan 1, 2009, at 8:36 PM, Blair Watkinson wrote:
If I have a pending transaction and now make it cleared using the key
stroke method, the transaction remains pending, and it stays orange.
It is also cleared, you can see this if you right click on the
transaction, but the account balance
Hi Kevin,
I wrote some time ago about not being able to direct download from US
Bank. I did send my log file to you, but didn't get a reply. Any
ideas yet?
Vicki
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