But I have second account. I expected to be able to do the same thing
and have the amount from that second account added to the the Salary
bucket.
What's happening instead, is the amount in the Salary bucket CHANGES
to the new amount I just entered.
Mike is correct in that you have to
Kriya,
In order to know exactly how much money you have to allocate, as well
as allow you to change your starting balance to some point in the past
or in the future, I recommend a slightly different approach.
You might consider making a backup of your file and comparing the two
approaches
Kevin,
I can send you a copy of my ReceiptWallet file if you want to see a
sample implementation of a package format. Receipt Wallet uses a
document/library that is a singular file but includes the receipts in
its package. You can actually view every receipt if you choose to
view
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
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
a pending
transaction that is also cleared, or a cleared transaction that is
also pending. Maybe someone can think of a situation, but it seems
like a transaction would be one or the other.
Grace,
Blair
On Jan 1, 2009, at 7:36 PM, Kevin Hoctor wrote:
On Jan 1, 2009, at 2:48 PM, Blair
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
.
Blair
On Dec 28, 2008, at 12:21 AM, Kevin Hoctor wrote:
On Dec 27, 2008, at 11:23 PM, Blair Watkinson wrote:
I love the simplicity of MoneyWell. However, I only want to use one
finance software. Is the ultimate purpose of MoneyWell to replace
anything I might otherwise use?
For instance
can save 5-10 dollars per month in interest,
over a 5 yr loan, that's extra money to do something else with it.
Maybe I should average my monthly payments and make the average my
'spending plan' for the car payment?
On Dec 23, 7:45 pm, Blair Watkinson thewatkins...@mac.com wrote:
Mark
Chris,
Great question--I'm sure it will generate some discussion.
I do both. I also take a different approach to my Savings account, as
well, than that officially prescribed--I don't think it's important
that the buckets by synced with their respective accounts. I
explain why,
Is it possible to repeat split transactions?
Dan, currently, there is no functionality within MoneyWell to repeat
split transactions. You could repeat multiple individual transactions
if you needed to forecast, and then delete them when the actual
transaction comes, applying the
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