I have just started using Moneywell and have an issue when performing
transfers.
Moneywell seems to perform a 1-1 exchange rate on the transfers when
moving between accounts. For example, I live in Europe but am paid in
the Uk. This means I regularly transfer money from my Uk to Euro
account.
Kevin,
Oops .. I didn't notice that!
Would it be possible to allow what I asked though? The exchange rates
change daily and it would be easier to enter the rate when i add a
transaction. Either by entering a specific rate or by entering the
final value?
Although I am not fully using
You can add a direct connection to an existing account. Just select it
and click Download and select a matching MoneyWell account when the
downoaded accounts list panel appears.
It's always good to verify that your account is reconciled even with
direct download. Your bank may still miss a
Usually when entering transactions I use tab to move to the next
field. However, if I go from date to payee or amount to bucket and
start typing too quickly, the program will revert to the previous
value and kick me out of the editing pane. This then requires a mouse
click to get back into the
ok,
the day i've been waiting for has arrived...the first day of the
month. So, i update my starting cash flow date to today and the
starting cash flow amount to my current checking amount less any
outstanding transactions plus cash on hand...so now the question.
What about credit card
On Mar 1, 2009, at 11:29 AM, CB wrote:
Usually when entering transactions I use tab to move to the next
field. However, if I go from date to payee or amount to bucket and
start typing too quickly, the program will revert to the previous
value and kick me out of the editing pane. This then
On Mar 1, 2009, at 11:35 AM, Nordica wrote:
the day i've been waiting for has arrived...the first day of the
month. So, i update my starting cash flow date to today and the
starting cash flow amount to my current checking amount less any
outstanding transactions plus cash on hand...so now
On Mar 1, 2009, at 10:57 AM, Lynne wrote:
First, thank you for the program, which looks like it will be much
more effective in keeping me on track with spending than quicken even
was. I started using this in February and am starting to get this
figured out, I think. So I was going to use a
No, I did not have a bucket for the annual note payment. It sounds
like I should do that, though.
Do I understand correctly that pending transactions in the current
month show up as deductions from the buckets? So I should put credit
card payments in as pending transactions, both to remind me
On Mar 1, 1:16 am, Brent Weber i...@mac.com wrote:
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
In my case, I don't allocate any funds to my bank fees bucket. When I
am charged a fee from my bank, it's usually small enough that I can
allocate funds from other buckets to cover the cost.
If you have several buckets in which you do not want the total to
breach a set amount, in my opinion
On 1 mars 09, at 02:29, txcrew wrote:
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
Laura,
I have an irregular income and I love the buckets. I'd somewhat
implemented the YNAB system of living off last month's income to set
up my monthly allocation. On the first of the month, I just use last
month's income numbers as a basis for my spending plan. It's actually
pretty
On Mar 1, 8:51 pm, Alan Schmitt alan.schm...@polytechnique.org
wrote:
On 1 mars 09, at 02:29, txcrew wrote:
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:
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