[No Thirst Software] Re: back to MW after long absence / how to catch up in allocating

2009-06-04 Thread Kevin Hoctor
I would restart as of June 1. Check out the other thread that Terry  
and I have answered and also this FAQ:

How do I tell MoneyWell how much money I have to spend at the start?

Peace,

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

On Jun 4, 2009, at 1:25 AM, johna wrote:

> I'm wondering if it would be better just to change my cash flow start
> date to June 1. How would that affect my income bucket?
>
> On Jun 4, 1:11 am, johna  wrote:
>> I haven't been keeping up in my MoneWell document (no allocations for
>> the last 2 or 3 months). I've caught up with inputing all my
>> transactions. I'm assuming I would not run multiple allocations for
>> each month but just pickup from now, that is, make my current buckets
>> positive, then let MW allocate as it sees fit. Or, do I need to go
>> back to each bucket for the last 2 or 3 months and manually allocate
>> my spending plan amounts so that I'm not behind in budgeting my money
>> for the year?
>


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[No Thirst Software] Re: back to MW after long absence / how to catch up in allocating

2009-06-04 Thread Terry Norton


On Jun 4, 2009, at 2:25 AM, johna wrote:

> I'm wondering if it would be better just to change my cash flow start
> date to June 1. How would that affect my income bucket?

Yes, that's how you do it.

For your income bucket, you will need to determine the actual balance  
in your checking account as of May 31.

Open Edit | Change Cash Flow Start Date...

In the Amount box enter the amount in your account on May 31.

Terry

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[No Thirst Software] Re: back to MW after long absence / how to catch up in allocating

2009-06-04 Thread Terry Norton


On Jun 4, 2009, at 2:11 AM, johna wrote:

> I haven't been keeping up in my MoneWell document (no allocations for
> the last 2 or 3 months). I've caught up with inputing all my
> transactions. I'm assuming I would not run multiple allocations for
> each month but just pickup from now, that is, make my current buckets
> positive, then let MW allocate as it sees fit. Or, do I need to go
> back to each bucket for the last 2 or 3 months and manually allocate
> my spending plan amounts so that I'm not behind in budgeting my money
> for the year?

See the message to CarmineM I just wrote.  This is the exact same type  
of situation.

Terry

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[No Thirst Software] Re: back to MW after long absence / how to catch up in allocating

2009-06-03 Thread johna

I'm wondering if it would be better just to change my cash flow start
date to June 1. How would that affect my income bucket?

On Jun 4, 1:11 am, johna  wrote:
> I haven't been keeping up in my MoneWell document (no allocations for
> the last 2 or 3 months). I've caught up with inputing all my
> transactions. I'm assuming I would not run multiple allocations for
> each month but just pickup from now, that is, make my current buckets
> positive, then let MW allocate as it sees fit. Or, do I need to go
> back to each bucket for the last 2 or 3 months and manually allocate
> my spending plan amounts so that I'm not behind in budgeting my money
> for the year?
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