Daniel, You're not alone. I feel your pain. I've spent the past few days working on getting mine right, I've watched every video 2-3 times and read and sometimes re-read the great articles. Also searched through previous posts, etc... I think I've finally done it!
Start by making sure nothing is allocated from your checking/savings/ business accounts. Your salary bucket should be zero. If it's not, then there is something somewhere that is either drawing or adding to that bucket. You have to find it. If it is zero, then Assign only the credits (income) or your initial balance transaction from one of the accounts (your example $500) to the salary bucket. You should see $500 reflected in that bucket. Repeat for the other 2 accounts the same way. Hope this helps. I'm really a newbie. I hope this is the right way to do it, but it seems like this worked for me. Tony On Mar 27, 5:47 pm, Daniel Shanahan <shanahan.dan...@gmail.com> wrote: > Ugh! I'm getting more and more confused about my quandary. I've spent the > last 4 1/2 hours trying to get my MoneyWell account in some kind of workable > condition. I'm hesitant to do anything with my original account now that I > have this new deficit in my credit card account. I'm not sure how it got > there (it was something I did while trying to "fix" my document), but I do > know my credit card balance is 0. > The closest I was able to come was downloading transactions from the > beginning of the year from my bank account. This, of course, imports into > MoneyWell quite nicely. It is soooo close. The account balance is correct; > I have transactions from the beginning of the year; Items are not allocated > to buckets, but I can do than manually. What I cannot do is get the salary > bucket to have any money in it. > > To illustrate, let's say that I have five accounts: a personal checking > account, a personal savings, account, a business checking account, a credit > card account, and a cash account. Furthermore, let's say that I only have > money in three accounts: personal checking, personal savings, and business > checking. The credit card and cash accounts are 0 balance. For > illustration purposes, let's say I have $500 in each of these three > accounts. I would like my salary bucket - from which all other buckets get > filled - to have $1,000. I don't want the savings money ($500) to go to the > salary bucket because I want to save that money, not allocate it. However, > I don't seem to be able to do this. Very frustrating. > > As a number of people have given suggestions what they do when their buckets > have more money than their accounts I once again ask "How is it possible to > allocate more money than I have?" This seems to go against the > very essence of MoneyWell. > > In the end, I may end up taking Kevin's advice and starting fresh in April > (as an aside, I tried changing my computer's date to Jan. 1, 2009 and then > adding a starting balance on that date, but eventually that strategy > failed). I wish I could have a complete year in MoneyWell, mostly for tax > purposes. > > I'm also unclear why it is not possible to delete the data that is in a > bucket. This should not affect a transaction because it hasn't been used > for a transaction. It's just virtual money in a bucket. > > Ok... I'm done venting. I still like (really, really like) the program and > will continue with it. > > Thanks. > > daniel > > > > On Thu, Mar 26, 2009 at 1:20 PM, Kevin Hoctor <ke...@nothirst.com> wrote: > > > On Mar 26, 2009, at 1:07 PM, Daniel wrote: > > > > Thanks to Lance,Blair, Trish, and Kevin for your responses. I tried > > > Trish's approach with the transfers. It helped, but then created a > > > new negative balance in my credit card account (which really is 0). I > > > appreciate Lance's comments but they really don't apply as I never use > > > the download feature (I did once, but found that I wanted to go > > > through each item anyway and check for duplicates and/or change the > > > name to a more friendly payee title; also, the downloads came in all > > > caps, which I didn't like, but that's just a stylistic thing and I'm > > > pretty sure MW has no control over that.) > > > > I tried editing the money flows, as Kevin suggested. However, when I > > > deleted an item in one bucket it simply added that amount to my salary > > > bucket, from which it originally came. > > > > To be honest, I'm feeling overwhelmed. I'm really unclear how it is > > > even possible to have more money in buckets than in accounts. That > > > seems to be antithetical to the very core of MoneyWell. However, it > > > may just underscore the fact that understanding the intricacies of > > > finances has never been easy for me. That is why I love MoneyWell. > > > The simplicity and the power of the application makes for a great tool > > > for me. > > > > So now I am just wondering about starting over. If I did that I would > > > like to start at Jan. 1 as I have 26 transactions in a bucket I use > > > for my business (a sole proprietary business), so I'd like to have > > > that for 2009 tax information. Is there a way that I can archive my > > > current data and start anew? > > > Daniel, > > > If you want to start over with money flows, just change your start > > date to April 1, 2009 and work from there forward. > > > If that's not enough of a "do over" then use File > Export to export > > all your transactions (uncheck the filter option when it appears), > > create a new document (cancel the buckets and accounts panels) and > > import that back in. You'll have all your buckets and transactions > > without any money flows. > > > Peace, > > > Kevin Hoctor > > ke...@nothirst.com > > No Thirst Software LLC > >http://nothirst.com > >http://kevinhoctor.blogspot.com > > -- > Daniel Shanahan > Oakland, CA 94610 --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to no-thirst-software@googlegroups.com To unsubscribe from this group, send email to no-thirst-software+unsubscr...@googlegroups.com For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
