If my salary does not fully get allocated that months why doesn't it
rollover to the next month? I get bonuses and my budget is planned
with those bonuses in mind, if the salary does not get rolled over I
can't allocate the appropriate amounts.
Also, did the Left to spend and other prompts get
To fix unassigned transactions that really don't need a bucket
assignment, select them all then right-click and set them to Bucket
Optional.
Peace,
Kevin Hoctor
No Thirst Software LLC
http://nothirst.com
Sent from my iPhone
On Jan 7, 2009, at 9:58 PM, Kevin M kwand...@mac.com wrote:
Some of the terminology has changed. Instead of a light gray string
stating the left to spent amount, the amount is now in a green badge
if you have money left to spend or a red badge if you're overspent.
Any unspent money will stay in a bucket for the next month (what we
used to call
Hey J,
My Wife and I have a similar situation. I just set up to two Income
Buckets (My Salary and Spouse Salary) and made sure to check the
include in combined income check box. This way when I allocate
money based on my spending plan I can select the combined incomes for
all my new flows.
Hey Mac,
Not sure I have a solution, but regardless of whether it goes to your
Savings or Expenses isn't it all still Income? Not sure if this will
help, but I have a Savings bucket that I use for all my savings
transactions so this way I can at least track those transactions from
month to
Hey J,
My Wife and I have a similar situation. I just set up to two Income
Buckets (My Salary and Spouse Salary) and made sure to check the
include in combined income check box. This way when I allocate
money based on my spending plan I can select the combined incomes for
all my new flows.
As
A funny thing: this morning I'm unable to use the Reconcile feature in
MoneyWell 1.4.2. It worked yesterday (I do a daily reconcile). When I
click on the Reconcile button, or use command-R, the main MoneyWell
window stops responding to mouse clicks. The menu dropdowns still work
and I'm able to
Thanks Jaysen...sorry Mac, I misunderstood your initial inquiry.
On Jan 8, 8:07 am, Jaysen letsw...@jaysenodell.com wrote:
Mike,
I think the problem is that the money WAS income but is now just a
transfer. This is like the CC payment question.
Mac, make sure the bucket field is showing as
More data: I had five transactions that I had marked as cleared.
When I removed all of those, Reconcile started working. So it looks
like there may be a problem when trying to reconcile when I have
cleared transactions.
On Jan 8, 8:33 am, Chris Robb chr...@gmail.com wrote:
A funny thing: this
On Jan 7, 4:05 am, Alan Schmitt alan.schm...@polytechnique.org
wrote:
I don't see in this workflow where a cleared transaction would occur.
As I feel I'm missing something, I'd really like people who use them
to describe their work flow.
I use cleared to mark the transaction once it
Is there a way to tell MoneyWell to treat my paycheck on the 30th or
31st as belonging to the next month, not the current? I'm not going to
spend that money this month anyway, and it is really my 1st check,
arrived early..
--
Chris Larson
clarson at kergoth dot com
clarson at mvista dot com
I was just thinking that it might be useful to show Amount over/under
spending plan and Amount over/under money flows (aka ending bucket
balance for that month) in the mouseover tooltip for each month in the
income/expense graph. It shows that information on the graph anyway,
via the pattern and
My dad lives in the townhouse I own, 3,000 miles from where I live
(rent) now. He used to pay the mortgage company directly, to save me
the time, but he didn't manage to stay current, so it nearly went into
forclosure. Now, he pays me the regular payment, and I pay them. In
a payment plan, to
On Jan 8, 2009, at 9:51 AM, Chris Larson wrote:
Is there a way to tell MoneyWell to treat my paycheck on the 30th or
31st as belonging to the next month, not the current? I'm not going to
spend that money this month anyway, and it is really my 1st check,
arrived early..
Hi Chris,
That's
Ah! I thought I remembered seeing it somewhere, but lost it :) Will
that result in showing that transaction when selecting the month in
the graph, also, or does that show just the transactions that occurred
in that month? I could see it being a generally useful option rather
than just
On Jan 8, 2009, at 11:06 AM, Christopher Larson wrote:
Ah! I thought I remembered seeing it somewhere, but lost it :) Will
that result in showing that transaction when selecting the month in
the graph, also, or does that show just the transactions that occurred
in that month? I could see
On Jan 8, 2009, at 9:57 AM, Chris Larson wrote:
I was just thinking that it might be useful to show Amount over/under
spending plan and Amount over/under money flows (aka ending bucket
balance for that month) in the mouseover tooltip for each month in the
income/expense graph. It shows that
Ok thanks to everyone for responses;
I set the date to jan 1 - w/ the income filled in from previous month
Savings - Based your savings bucket explanation... maybe i should
continue to use cash accounts for this instead like i did in q
since i need to see where i am at - for difference
Savings Plan
Ok - i just realized maybe i could transfer money to savings buckets
but leave that amount out of Spending Plan - that way the bucket will
always be in 'positive' and since they roll over it should show if i
am at my goal - will that work? :) (i could memorize those
transfers... )
hmm - these are transactions imported from quicken... i dont have any
new tranasctions yet
On the transaction detail it shows
Amount - 60.75
(and the one split bucket)
below that
total (for split) 127.08...
sounds like it imported them wrong... and its systemic to most of the
imported splits
I've been on Quicken for nearly 6 years now (wow, time flies!) and now
that I'm on Macs and the QFL Beta is looking pretty horrible, I'm
looking at switching. I've read enough about Moneywell to know that I
want to try it, but will I be able to do downloads to Quicken 2009 and
to Moneywell
On Jan 8, 2009, at 6:58 AM, Kevin Hoctor wrote:
Any unspent money will stay in a bucket for the next month (what we
used to call rollovers).
What is it called now?
(For the record, I find the roll-overs concept difficult. It seems to
me that the “money staying in the bucket” is natural
On Jan 8, 2009, at 11:28 AM, Phlumpy wrote:
I've been on Quicken for nearly 6 years now (wow, time flies!) and now
that I'm on Macs and the QFL Beta is looking pretty horrible, I'm
looking at switching. I've read enough about Moneywell to know that I
want to try it, but will I be able to do
On Jan 8, 2009, at 12:28 PM, Mr. Danno Sullivan wrote:
On Jan 8, 2009, at 6:58 AM, Kevin Hoctor wrote:
Any unspent money will stay in a bucket for the next month (what we
used to call rollovers).
What is it called now?
(For the record, I find the roll-overs concept difficult. It seems to
On Jan 8, 2009, at 11:54 AM, ciara belle wrote:
Savings Plan
Ok - i just realized maybe i could transfer money to savings buckets
but leave that amount out of Spending Plan - that way the bucket will
always be in 'positive' and since they roll over it should show if i
am at my goal - will
ok now i am really confused...
but i think i figured it out -- i did view - show split transaction
totals and it changed them...
maybe i am clicking the wrong item in view with the command key to
compress them?
:)
thanks
ciara
(btw i just purchased the sw about 20 min ago :) )
On Jan 8,
1.4.2. rc 217
TD Canada Trust
I have tested import of TD Canada trust -- after setting up the online
connection etc -- it took me to the td website... i logged in...
checked off my 3 accounts (1 cdn checking, 1 usd checking, 1 visa
cdn)... all of which are set to this bank in moneywell... i
Sorry one more thing to add
On the 2nd direct account push for BOA -- savings... instead of
matching up with the savings account - it created a new one?
thanks
:)
ciara
--~--~-~--~~~---~--~~
You received this message because you are subscribed to the Google
now just noticed it did the same thing w/ TD checking - made a new
checking account for the 2nd one it didn't find during the three
account push
(sorry i would have edited the original message if google let me)
i updated the account # in all the accounts -- how do i move the
transactions to
Just started using MoneyWell - need help with creating Student Loan
account.
I created new account and assigned it at a Loan/Line of Credit
I enter starting balance (my loan balance) and created the account
When I click on the account again starting balance shows no data I
also tried classifying
On Jan 8, 2009, at 2:21 PM, ciara belle wrote:
ok now i am really confused...
but i think i figured it out -- i did view - show split transaction
totals and it changed them...
maybe i am clicking the wrong item in view with the command key to
compress them?
Ciara,
It's the Option key
I just noticed that showing hidden buckets doesn't update the bucket
balance display in the statusbar. I have a $2000 buffer bucket
which I leave hidden, currently.
--
Chris Larson
clarson at kergoth dot com
clarson at mvista dot com
Founder - BitBake, OpenEmbedded, OpenZaurus
Maintainer - Tslib
Not sure if this is a Moneywell behavior or OSX (Leopord) behavior.
When entering transaction detail info. I can tab thru the text fields
but not the drop down fields (Accounts From, To, etc...). Is there a
way to turn this behavior on so I can tab thru all fields when
entering data.
I was
Awesome! Thanks...can you tell I'm new to the Mac world?
On Jan 8, 6:09 pm, Kevin Hoctor ke...@nothirst.com wrote:
On Jan 8, 2009, at 4:54 PM, mikemc wrote:
Not sure if this is a Moneywell behavior or OSX (Leopord) behavior.
When entering transaction detail info. I can tab thru the text
Don't know if that's a joke, but I think it is much clearer!
ds
On Jan 8, 2009, at 1:43 PM, Kevin Hoctor wrote:
It's called money left in a bucket now. Catchy name, huh? :)
--~--~-~--~~~---~--~~
You received this message because you are subscribed to the
The allocation bug that I reported against the rc's, and which, iirc,
has existed in the past, is still there. If I allocate out of
combined buckets, it takes it all out of the first income bucket and
leaves the rest alone.
--
Chris Larson
clarson at kergoth dot com
clarson at mvista dot com
It's actually not a joke. Rollovers were so confusing for so many that
we just decided to drop the term and say what it is. It's literally
money that has been left in your bucket. I'm glad you like it.
Peace,
Kevin Hoctor
ke...@nothirst.com
No Thirst Software LLC
http://nothirst.com
On Jan 8, 2009, at 7:08 PM, Chris Larson wrote:
The allocation bug that I reported against the rc's, and which, iirc,
has existed in the past, is still there. If I allocate out of
combined buckets, it takes it all out of the first income bucket and
leaves the rest alone.
Chris,
I just
On Thu, Jan 8, 2009 at 6:19 PM, Kevin Hoctor ke...@nothirst.com wrote:
On Jan 8, 2009, at 7:08 PM, Chris Larson wrote:
The allocation bug that I reported against the rc's, and which, iirc,
has existed in the past, is still there. If I allocate out of
combined buckets, it takes it all out
When I click 'Create Split' the cursor appears in the 'Amount' column
below. I fill in the first amount then press tab. This causes the
cursor to erase the amount I just entered and go into the 'Bucket'
field of that same transaction. It's a small thing, but shouldn't the
cursor first appear
On Jan 8, 2009, at 7:38 PM, Chris Larson wrote:
I just tested that and I'm not seeing this problem. For me it took
money out of both income buckets. Remember that if your first income
bucket has enough to fill the expense buckets, there's no reason for
MoneyWell to dip into the other
On Jan 8, 2009, at 4:04 PM, Chris Larson wrote:
I just noticed that showing hidden buckets doesn't update the bucket
balance display in the statusbar. I have a $2000 buffer bucket
which I leave hidden, currently.
Hidden or not, the balance information will show those buckets as
well.
I see that the split fails to propagate to the repeated transactions,
and selecting the split transaction doesn't let you make it repeat..
so the only option is to manually split each transaction, every month.
Is this intended, or planned as a future feature?
--
Chris Larson
clarson at kergoth
On Jan 8, 2009, at 7:55 PM, Chris Larson wrote:
I see that the split fails to propagate to the repeated transactions,
and selecting the split transaction doesn't let you make it repeat..
so the only option is to manually split each transaction, every month.
Is this intended, or planned as a
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