[No Thirst Software] Re: Allocating Income, I had to do 12 times

2009-06-06 Thread Kevin Hoctor

On Jun 6, 2009, at 6:21 AM, bazcurtis wrote:

> I just checked and all buckets are set to All Month. Does that give
> any clues?


Yes. That means that MoneyWell will not fill them completely until the  
Allocate Income panel is showing "Second Half" as the setting.

Peace,

Kevin Hoctor
ke...@nothirst.com
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com


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[No Thirst Software] Merging collumns in importing CSV from Dutch bank ING

2009-06-06 Thread Jouke

Just switched to Mac and I have been looking for a decent Finance
programming and I think I have found it in MoneyWell, until now I love
it!

Here is my question about importing the CSV-format. I use this for
importing data from the Dutch bank ING. This format has the following
fields:

"Datum","Naam / Omschrijving","Rekening","Tegenrekening","Code","Af
Bij","Bedrag (EUR)","MutatieSoort","Mededelingen"
i.e.
Date, Name/description, my account nr, account nr of the other, Code,
Deposit type, Amount, Type, Memo

My problem is that I do not have enought collumns to assign to. Right
now I use Memo for "Name/description", "Payee" for the account number
of the other and "Check ref" for the Type. But I miss Memo.
I tried to assign "Memo" for two fields but that does not work, it
will only use one (the last one I believe). Is this perhaps possible
in a future release, I mean to merge two collumns? Because right now
it's sometimes difficult to memorize what the transaction was for.
And where is Check ref. for?

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[No Thirst Software] Re: Allocating Income, I had to do 12 times

2009-06-06 Thread Druzyne

> I just checked and all buckets are set to All Month. Does that give
> any clues?

Michael,

To get the buckets to fill all the way up at once, you need to adjust
the timing of the allocation to second half of the month. When you
click the "Allocate Income" icon, and the roll-out window comes out,
there's a drop-down list in the upper right that says "Monthly
Timing." You'll want to set this to the second half of the month.
This FAQ does a good job explaining how Timing affects allocation:

http://nothirst.com/support/faq_bucketTiming.html

//Drew
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[No Thirst Software] Re: Allocating Income, I had to do 12 times

2009-06-06 Thread bazcurtis

Hi Kevin,

I just checked and all buckets are set to All Month. Does that give
any clues?

Best wishes

Michael


On Jun 5, 9:33 pm, Kevin Hoctor  wrote:
> On Jun 5, 2009, at 1:35 PM, bazcurtis wrote:
>
> > I am running 1.4.7 and will upgrade tomorrow, but I have just
> > allocated my income for the month and I had to do it 12 times to get
> > the full allocation allotted to the buckets. Normally it would
> > allocated the full amount in one go. It has never done this before.
> > Have I managed to tick something by mistake?
>
> > All help would be most welcome.
>
> Hi Michael,
>
> The only thing I can think of is that the Timing settings were off on  
> the Allocate Income panel. Is it possible that some of your buckets  
> weren't set to fill until the second half of the month and the timing  
> for the allocation was the first half?
>
> Peace,
>
> Kevin Hoctor
> ke...@nothirst.com
> No Thirst Software LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com
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