I have the same problem where my buckets balance does not equel my
accounts total.
Here is what I did:
* I have assigned my starting balances for each account on 12/31/08
* Brought each starting balance out to the income layer by assigning
them to an income bucket (except for savings)
* Set my
How do I get direct connect to work? I had a trial version of the
software, which I just purchased. I don't see an option for direct
connect anywhere. Why is this such a mystery? Thank you.
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On Feb 28, 2009, at 12:47 PM, mak wrote:
How do I get direct connect to work? I had a trial version of the
software, which I just purchased. I don't see an option for direct
connect anywhere. Why is this such a mystery? Thank you.
It's not as hidden as you think. Just follow the prompts when
Hi
I've just started a trial of MoneyWell. It all looks very good. I
download account information to MoneyWell from my bank automatically
so instead I am going to download a QIF of my statement each month and
import that.
I have imported my current statement but there isn't any figure in
On Feb 28, 2009, at 2:21 PM, Patrick James wrote:
I've just started a trial of MoneyWell. It all looks very good. I
download account information to MoneyWell from my bank automatically
so instead I am going to download a QIF of my statement each month and
import that.
I have imported my
Before I reconcile when I receive my bank statement, I download all
the transactions from my bank's website to have them marked cleared
in MoneyWell automatically. Then, I go to the reconcile feature.
What I've noticed is that the Reconcile feature will include ALL
transactions in the statement
Only showing cleared transactions on the reconcile view would defeat
the purpose of finding bank errors.
MoneyWell auto-reconcile in an upcoming release and that may
accomplish exactly what you want with even fewer steps from you.
Peace,
Kevin Hoctor
No Thirst Software LLC
After further reading and learning.
This post by Kevin really sparked the ah-ha moment in terms of which
transfers should have a bucket and which should not:
http://groups.google.com/group/no-thirst-software/msg/121c5960b5156fa8
This got me closer to being balanced but in fact, led me
Like a lot of other individuals I got paid at the beginning of the
month. As this is my first full cycle using Moneywell one thing is not
working as planned.
When I go to allocate my salary it is not allocating it in to the
buckets taking rollover in to account.
For example lets say I have
I think this is natural behavior for the allocation process.
Unless you specify an alternative amount in the allocate income window
to override what you have in your spending plan, MoneyWell will always
attempt to allocate the amount in you have designated per bucket.
In your example, you have
What you describe is the standard behavior. Here is an example of why
you might want to do that...
Lets say I do major clothes shopping twice a year (about $500 each
time). I also plan to spend a couple hundred a year on sox, underwear
and other small purchases.
I would allocate $100
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