Okay ... sent.
On Jun 12, 1:20 pm, Kevin Hoctor ke...@nothirst.com wrote:
On Jun 12, 2009, at 8:26 AM, Patrick wrote:
I just installed 1.4.8 and decided it would be a good time to start
fresh. So I deleted all my accounts and began readding them. For my
CitiCards credit cards I
. It would
be hard to split out the charge every month.
To keep your card balance in line, you could create that finance
charge transaction and mark the transaction Bucket Optional.
Others may have better ideas.
Patrick
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the account balances in my bank, so I
have not left out any transactions so far as I can see.
Where do I even begin to investigate?
Check your Starting Balance transaction for the accounts and make
sure they were assigned to an income bucket. That'd be my guess.
Patrick
wondering if there is a setting I am missing or an easier way to
do it.
Mike,
I usually just delete them as necessary. I don't even Open them.
Just from their Pending state. The next month they show up again.
Patrick
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with 1.4.8 beta. I
upgraded to the 1.4.8 release, so I am at a loss.
I'm wondering if you need to setup Direct Access with Bank of America?
It might be an additional service they have to enable on your account
(probably for a fee).
Patrick
for this field when reconciling this way. I would
love a way to get to that field with a keyboard shortcut as I'm mostly
using the keyboard to navigate everything.
Thanks,
Patrick
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on handling this situation better.
I run into it all the time for the second half of the month. I just
change the allocation amount to what I know I want it to be.
I hope that helps explain things.
Patrick
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. I use this bucket as an absolute last resort, because I want
to force myself to come up with a better classification.
But some thing just are misc and will never happen again. So there they go.
Patrick
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.
I figure since MoneyWell heavily uses Core Data, Kevin wants to
leverage that in the iPhone version. It won't be added until 3.0 comes
out. Doing all the SQL work by hand first then converting probably
isn't worth the time. At least, as a developer, it wouldn't be for me.
Patrick
balances that make up your buckets minus any transactions that are not
assigned to a bucket. And the reconciled balance for a day should
match with your bank at the end of that day as well.
Just my $.02
Patrick
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bucket).
Your graph may look wrong to you, but I see it as I really did spend X
dollars on that bucket in the month. I just happen to get some of it back.
Patrick
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in the
amount column.
The currency is sterling (British pound) but I did set the account to
that when I created it.
Thank you for any assistance you can give.
Patrick
http://www.patrickjames.co.uk
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will
say, they are great once you understand how it all ties together. It
really gives my wife and I a really good picture of how much money we
have left to spend in any planned category ( particularly dinning out
when we shouldn't be )
I hope that helps.
Patrick
and artificial limit. At least the 6 transfers thing for
savings accounts has some sort of basis in banking law.
Patrick
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On Wed, Feb 18, 2009 at 11:47 AM, Kevin Hoctor ke...@nothirst.com wrote:
You can now sign up for information and announcements about MoneyWell
Mobile, our upcoming iPhone application:
http://nothirst.com/moneywell/
Woo Hoo! I can't wait.
Patrick
On Fri, Feb 13, 2009 at 3:59 PM, Kevin Hoctor ke...@nothirst.com wrote:
No Thirst Software is proud to announce a brand new design for it's website!
Check it out at http://nothirst.com
Looks great!
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You received this message because you are
in the toolbar and a dialog comes up
that does all your spending plan flows for you.
Patrick
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here:
http://www.nothirst.com/tutorials/
Pay particular attention to Understanding MoneyWell and Getting Started
I hope that helps,
Patrick
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watching the video tutorials a few times, it
starts to cement how it all works.
Patrick
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On Sun, Feb 1, 2009 at 7:57 PM, lterenzi ltere...@gmail.com wrote:
Thanks for taking the time to answer Patrick. I want to get this so
bad because I think it can really help us but I just seem to be
confuserated (and old blues idiom) by it all.
You're welcome. I know from personal
Income icon in the
toolbar?
Patrick
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. In the meantime, there is a keyboard shortcut
for at least setting the Reconciled state. It's cmd-shift-R.
Patrick
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Existing:
1. Open an Existing File
2. Start from Scratch
3. Import File
4. Open Sample File
Thanks,
Patrick
P.S. Sorry for the initial incomplete email. Hit send accidentally.
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annoyance in the UI because it's funny how often my
bank clears them in the same order when I'm checking the web
interface. It also helps my memory as I tend to remember in
chronological order as well ( I enter my receipts that way ).
I'll be the first to line up and test this for 1.5.
Patrick
, the exception is quite high and keeps rising.
Sorry for the off-topic response, I was just curious.
Patrick
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On Wed, Dec 31, 2008 at 12:14 PM, Karen kar...@gmail.com wrote:
BTW, nice tip about clicking on the icon in the window title. Who knew?!
On 31-Dec-08, at 1:53 PM, Kevin Hoctor wrote:
Just an FYI, that works on any document in OS X ( or at least it should ).
Patrick
On Wed, Dec 17, 2008 at 10:22 AM, Kevin Hoctor ke...@nothirst.com wrote:
On Dec 17, 2008, at 9:35 AM, Patrick Burleson wrote:
Something I enjoyed in other financial tracking applications was their
auto-incrementing of the check numbers when entering a check.
Actually, it was really max
-memorization list?
Patrick
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Groceries
Housing
Medical/Dental
Memberships/Subscriptions
Personal Care
Phones
Retirement
Savings
Taxes
Vacation Travel
Water/Sewer
That's pretty close to my bucket list. I have few more, but mostly
they are for tracking something specific I'm saving for.
I hope that helps.
Patrick
because it provides a documented
API and direct way to communicate with the bank.
Patrick
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On Dec 6, 2008, at 2:13 PM, Kevin Hoctor wrote:
Blair,
You don't have to do that, just filter to that month on the graph.
Is that a new feature of 1.4? Very nice.
Patrick
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.
Patrick
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a long
way since I last looked at it.
Patrick
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update.
Although I guess I'm assuming that. Am I speaking the truth Kevin?
Patrick
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and trace differences to specific transactions.
Just my $.02
Patrick
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also do this between expense
buckets.
I hope that helps.
Patrick
On Oct 28, 2008, at 2:55 AM, Susie [EMAIL PROTECTED] wrote:
Hi Kevin
I'm still loving Moneywell and it has turned my financial life around.
However, I have one question. I'm self-employed with an erratic
income. I followed
is going to have it!
Patrick
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added a keyboard
shortcut for open as Cmd-Shift-O. Or I could be remembering that
wrong.
Patrick
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on the scheduled
transactions view, I'll leave that to Kevin. :-)
Patrick
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.
This way, it will match your bank. Then you can allocate income from
specific accounts using the Allocate Income dialog.
Will that provide the solution you're looking for? Or am I oversimplifying?
Patrick
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