[No Thirst Software] Re: Easy way to check if I'm on track with my spending plan?

2009-06-04 Thread JeffCharles



On Jun 3, 10:40 pm, Kevin Hoctor ke...@nothirst.com wrote:
 On Jun 3, 2009, at 9:30 PM, JeffCharles wrote:

  How can I easily tell at the end of each month if I am sticking to my
  spending plan? I understand that I can see overspending for given
  buckets and flow money to those buckets from buckets with surpluses,
  but I'd like a summary figure telling me if I am over or under budget
  for all expense buckets as of a particular date.

  I am coming from Quicken. In that software, I can produce a budget
  report from the beginning of my budget year to the present that tells
  me exactly where I stand. i have not figured out a simple way to get
  the same information from MoneyWell.

  BTW, I am just learning the software, so I may have missed something
  obvious.

 Hi Jeff,

 There is no view right now that graphs an overview of all the buckets  
 at one time, you have to select each bucket to see how you have spent  
 on the Cash Flow Graph. Alternate graph views are coming in future  
 releases.

 Peace,

 Kevin Hoctor
 ke...@nothirst.com
 No Thirst Software LLChttp://nothirst.comhttp://kevinhoctor.blogspot.com

I am looking forward to the alternative graph views that your are
developing. Even something as simple as a summary of all expense
buckets to the right of the Expense label would be good.

Jeff
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[No Thirst Software] Re: Easy way to check if I'm on track with my spending plan?

2009-06-04 Thread Kevin Hoctor

On Jun 4, 2009, at 9:06 AM, JeffCharles wrote:

 I am looking forward to the alternative graph views that your are
 developing. Even something as simple as a summary of all expense
 buckets to the right of the Expense label would be good.


Jeff,

You do know that if you select more than one bucket, the graph changes  
to reflect the sum of those buckets. This may not be exactly what you  
want but it can be handy (What is my spending trend for these three  
utility buckets?).

Peace,

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


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[No Thirst Software] Re: Easy way to check if I'm on track with my spending plan?

2009-06-04 Thread JeffCharles

On Jun 4, 9:10 am, Kevin Hoctor ke...@nothirst.com wrote:
 ...
 Jeff,

 You do know that if you select more than one bucket, the graph changes  
 to reflect the sum of those buckets. This may not be exactly what you  
 want but it can be handy (What is my spending trend for these three  
 utility buckets?).
 ...

That technique gives a total of all transactions for the selected
buckets. I am looking for a sum of the allocated amounts still
available to spend from all expense buckets. If at the end of a month
that amount is negative, I know that I have overspent, and that
flowing money between buckets cannot solve the problem.

This is not a huge deal, but it would be convenient.

Jeff
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[No Thirst Software] Re: Easy way to check if I'm on track with my spending plan?

2009-06-04 Thread Druzyne

 I am looking for a sum of the allocated amounts still
 available to spend from all expense buckets. If at the end of a month
 that amount is negative, I know that I have overspent, and that
 flowing money between buckets cannot solve the problem.

That sounds like the Buckets Balance figure which is displayed in
the text at the bottom of the window (at the end). This is the sum of
all buckets, including income buckets – but if everything is
allocated, that might work for you...
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[No Thirst Software] Re: Easy way to check if I'm on track with my spending plan?

2009-06-03 Thread Kevin Hoctor

On Jun 3, 2009, at 9:30 PM, JeffCharles wrote:

 How can I easily tell at the end of each month if I am sticking to my
 spending plan? I understand that I can see overspending for given
 buckets and flow money to those buckets from buckets with surpluses,
 but I'd like a summary figure telling me if I am over or under budget
 for all expense buckets as of a particular date.

 I am coming from Quicken. In that software, I can produce a budget
 report from the beginning of my budget year to the present that tells
 me exactly where I stand. i have not figured out a simple way to get
 the same information from MoneyWell.

 BTW, I am just learning the software, so I may have missed something
 obvious.


Hi Jeff,

There is no view right now that graphs an overview of all the buckets  
at one time, you have to select each bucket to see how you have spent  
on the Cash Flow Graph. Alternate graph views are coming in future  
releases.

Peace,

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


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