I have quite a few Expense buckets (~40) and this can make it
difficult to quickly find a bucket of interest when dragging &
dropping money flows.
At first I tried to follow the advice on the web site and consolidate
my buckets (i.e. merge buckets like Electricity, Water, and Garbage
into a singl
I just started using MoneyWell to automate what I used to do in Excel
and I'm pretty happy with the product so far, but one thing missing is
being able to annotate spending plan amounts and money flows. In
Excel, I accomplished this by inserting comments into the relevant
cell, but I can't find a
On Mar 23, 2009, at 6:18 AM, ciara belle wrote:
> since we are on the topic - i would love to see the account info stay
> up... (rather than switching to the transaction info) - at least until
> i select a transaction... thank way i can fill in the 'ending balance'
> from the info on that screen
On Mar 23, 2009, at 5:37 PM, hmurchison wrote:
> Perhaps you could utilize the location aware features to send off an
> alert/alarm that
> prevents me from walking into retail shops with computer or HDTV gear
> so that I don't
> risk breaking my budget LOL.
>
> Seriously though I hope there's som
On Mar 24, 2009, at 3:51 AM, Lance wrote:
> I have quite a few Expense buckets (~40) and this can make it
> difficult to quickly find a bucket of interest when dragging &
> dropping money flows.
>
> At first I tried to follow the advice on the web site and consolidate
> my buckets (i.e. merge buc
On Mar 24, 2009, at 3:27 AM, Lance wrote:
> I just started using MoneyWell to automate what I used to do in Excel
> and I'm pretty happy with the product so far, but one thing missing is
> being able to annotate spending plan amounts and money flows. In
> Excel, I accomplished this by inserting c
I would also recommend reducing the number of buckets to the minimum
possible. Do you really need to subdivide all those things? I have
recently combined some buckets and it makes things simpler.
Shaun
On Mar 24, 2:28 pm, Kevin Hoctor wrote:
> On Mar 24, 2009, at 3:51 AM, Lance wrote:
>
>
>
>
>
I've recently been debating splitting up my buckets, but not into
ordinary subcategories, more by:
1) necessary vs discretionary
2) periodic (>1mo) vs monthly
3) fixed vs variable
But I haven't yet decided. I've been tempted to go with #2 there,
just so I know which buckets I expect to have
On Mar 24, 2:09 pm, Kevin Hoctor wrote:
> On Mar 23, 2009, at 5:37 PM, hmurchison wrote:
>
> > Perhaps you could utilize the location aware features to send off an
> > alert/alarm that
> > prevents me from walking into retail shops with computer or HDTV gear
> > so that I don't
> > risk breakin
I make a bucket that needs an entry on my tax return. If expenses
don't go on a tax return, I use the least number of buckets to keep
track of where I spend money.
Over the years, I also used to break out income and expenses into
minute detail believing I was being smart and good. Now that
Kevin,
Boy, after making us wait almost a full year for the mobile app, it
will have to walk on water. :)
Thanks for the ETA. I'm wondering why you couldn't release the app
sooner, then release an update after iPhone 3.0.
Dan
On Mar 24, 7:09 am, Kevin Hoctor wrote:
> On Mar 23, 2009, at 5:37
On Tue, Mar 24, 2009 at 12:13 PM, Daniel wrote:
>
> Kevin,
>
> Boy, after making us wait almost a full year for the mobile app, it
> will have to walk on water. :)
>
> Thanks for the ETA. I'm wondering why you couldn't release the app
> sooner, then release an update after iPhone 3.0.
I figure s
On Mar 24, 2009, at 12:13 PM, Daniel wrote:
> Boy, after making us wait almost a full year for the mobile app, it
> will have to walk on water. :)
>
> Thanks for the ETA. I'm wondering why you couldn't release the app
> sooner, then release an update after iPhone 3.0.
Hi Dan,
Please don't set
> I highly recommend not creating dummy buckets. You can drag and order
> buckets any way you like so you can group all your utility buckets
> together without having to prefix them with "Utility." Just drag a
> bucket above or below another until you see a line between them and
> release.
> I would also recommend reducing the number of buckets to the minimum
> possible. Do you really need to subdivide all those things? I have
> recently combined some buckets and it makes things simpler.
>
Honestly I don't care about subdividing everything for expense
tracking purposes and would pr
The iPhone/iPod app sounds great and I can't wait to try it out, but
honestly something as simple as a way to easily export your list of
buckets and their current balances and then get this onto your iPhone/
iPod Touch would probably be sufficient to hold most of us over.
According to another thr
On Mar 24, 2009, at 12:59 PM, Lance wrote:
>> I would also recommend reducing the number of buckets to the minimum
>> possible. Do you really need to subdivide all those things? I have
>> recently combined some buckets and it makes things simpler.
>>
>
> Honestly I don't care about subdividing ev
Okay, I was a MS Money user for years... When I switched to the Mac,
I settled on Quicken 2007. It was a tough switch and waiting for the
next release is not looking good. The features that I used in MS Money
have not been matched yet, but I have an open mind.
I would like to know more about yo
On Mar 24, 2009, at 2:11 PM, Maestroscott wrote:
> Okay, I was a MS Money user for years... When I switched to the Mac,
> I settled on Quicken 2007. It was a tough switch and waiting for the
> next release is not looking good. The features that I used in MS Money
> have not been matched yet, bu
Thanks for your response, Kevin. I do have a starting balance, so I
thought it would be best to start at the beginning and see what went
wrong. I printed out my account sheets from my online bank. This, as
you may know, is different from a statement in that a statement does
not have a running b
I would agree with Lance that there are a very limited number of
features in an iPhone app that would provide 80% of the benefit to
MoneyWell users. I'm one of those people using Notes to keep the
amounts in my Bucket List (hahaha) with me, and it's painful, but
necessary. Besides this synced list
On Mar 24, 2009, at 2:59 PM, Druzyne wrote:
> I believe a very limited version 1.0 mobile app would make a lot of
> lives so much easier, and the earlier availability date would greatly
> offset any lacking features. Could you please explain to someone who's
> not an Objective-C developer why som
Ca-ching has come out with their iPhone or iPod app and I see it
rising sharply.
I too have watched and waited, finding other apps that almost work
with moneywell but don't
I think a bunch of time and opportunity has been squandered
Focused on answering and perfecting other things.
It's too bad
I agree with Kevin that releasing a simple iPhone app that only had
bucket balances would be disappointing for many users (although less
so if it were free).
However, given MoneyWell's focus on only spending what you have in a
bucket, it seems that an easy way to export your bucket balances to
ha
On Mar 24, 2009, at 4:40 PM, quixopix wrote:
> Ca-ching has come out with their iPhone or iPod app and I see it
> rising sharply.
> I too have watched and waited, finding other apps that almost work
> with moneywell but don't
>
> I think a bunch of time and opportunity has been squandered
> Focus
On Mar 24, 2009, at 5:04 PM, Lance wrote:
> I'm not sure what the timeline for 1.5 is, but hopefully it isn't as
> far off as the iPhone app ...
The 1.5 release is actually designed to support the iPhone version.
They will appear around the same time.
There is a bucket balance report planned
Kevin - I am really looking forward to this. I currently need to
maintain a separate spreadsheet showing how I came up with my bucket
totals. I may end up allocating $845/month to my auto bucket in MW.
When I need to rob this bucket to pay for something else, I need more
information...
1. $600
I like the ability of Cha-Ching to detect your location, and
automatically start the transaction for that location. Great time
saver. Hopefully Moneywell Mobile will incorporate that feature. Until
Moneywell Mobile, I'll be a happy Cha-Ching customer.
On Mar 24, 2:40 pm, quixopix wrote:
> Ca-chi
Kevin - I think I started using MW at about 1.1 (when it came out on
the featured downloads at Apple). I would agree that you have a solid
record of improvement with each version. Given your release history,
I am guessing 1.5 in the next few months. I am more than happy to pay
full price for 2.
> It's a fact of life as a developer that every product that you ship is
> judged based on what every user individually expects. For every person
> like you who would be happy with a list of bucket amounts, there are
> 10 that would complain that the MoneyWell app on the iPhone sucks
> because it
Currently MoneyWell generates a year worth of scheduled transactions
in the register. Is there a way to control this? I would like an
option to tell MoneyWell to keep only one month of scheduled
transactions at a time.
For example I have a scheduled transaction for 3/24/2009. When this
transac
One of the things that keep me in the right frame of mind when wanting
cool new features like you guys are mentioning is simply going back to
the actual intent of MoneyWell... an electronic form of the envelope
system that Mom and Dad used. As for #2, 3, 4 these would simply be
envelopes that rec
> Also can anyone tell me what View -> Define Future Pending Time Period
> does? I can't seem to figure out what it does.
This setting allows you to specify a period of time after which MW
considers transactions to be 'in the future'. So, for you case, set
this to 'After 30 Days'. This tells M
Craig - Thanks for the tip. I just put all four one bucket (auto),
with the idea of minimizing the number of buckets. This forced me to
track the sub-buckets (cups?) external to MW. I will give a shot to
allowing MW to handle everything as you propose. It will certainly
cause an explosion to t
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