Correction.. I mean repeat only for the 2 accounts. Don't send your savings credit amount to the Salary bucket.
On Mar 27, 8:09 pm, Tony <tony.i...@gmail.com> wrote: > 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. 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