On Apr 4, 2009, at 12:25 AM, Terry Norton wrote:
> In this example you're simply not using the correct MoneyFlow date.
> Go to dinner on 3-31, that's fine. Then on 4-2 enter the
> transaction date as 3-31 because that's when you went to dinner.
> Seems the fly in your soup is when you a
In this example you're simply not using the correct MoneyFlow date.
Go to dinner on 3-31, that's fine. Then on 4-2 enter the transaction
date as 3-31 because that's when you went to dinner. Seems the fly in
your soup is when you also do the MoneyFlow, it will have a 4-2 date,
but that's
On Apr 3, 2009, at 1:42 PM, Terry Norton wrote:
> Now, as bill come due, take the money from that envelope and pay the
> bill. This system is supposed to stop you from over spending for
> each expense you have. Once the money is gone from the Dining
> envelope, you can't spend anymore on
On Apr 3, 2009, at 2:09 PM, Lance wrote:
> You have a point, but most of us cannot predict exactly how much money
> we will need in every bucket, thus we would be forced to continually
> tweak our spending plan amounts if we want the Allocate Income feature
> to be of any use for allocating incom
On Apr 3, 2009, at 1:00 PM, Daniel Shanahan wrote:
> I've had difficulty with the allocation process too, mostly because
> my monthly income is unpredictable. I ended up allocating manual,
> as have others.
Daniel,
If you have a variable income, you still should be working to set a
spend
On Apr 3, 2009, at 12:58 PM, goo...@lancegeiger.com wrote:
> I agree with Trish in that the Allocate Income feature has never
> worked quite how I would expect or how I would want so I end up doing
> all my distributions manually.
>
> The problem here, in my opinion, is that there is no automated
On Apr 3, 2009, at 11:25 AM, Patricia Cross wrote:
>> This behavior hasn't changed in MoneyWell and manual money flows
>> won't
>> affect the Allocate Income process unless you do one prior to the
>> allocation. The reason most people haven't noticed this is that the
>> two actions are supposed
> I don't believe this would be productive. Changing your Spending Plan
> should be a deliberate choice on your part, and not an automatic
> process you might not notice or forget about, because you are defining
> your goals.
You have a point, but most of us cannot predict exactly how much money
> The problem here, in my opinion, is that there is no automated
> changing of the "Spending Plan" amounts.
>
> For this to work, you really need to tediously manage the Spending
> Plan amounts for every bucket which becomes a chore. It seems like
> MoneyWell could do something here to better auto
I've had difficulty with the allocation process too, mostly because my
monthly income is unpredictable. I ended up allocating manual, as have
others.
daniel
On Fri, Apr 3, 2009 at 10:58 AM, wrote:
>
> I agree with Trish in that the Allocate Income feature has never
> worked quite how I would ex
I agree with Trish in that the Allocate Income feature has never
worked quite how I would expect or how I would want so I end up doing
all my distributions manually.
The problem here, in my opinion, is that there is no automated
changing of the "Spending Plan" amounts. Using Trish's example, if I
The envelope system is to help you not over spend each month. Imagine
you do this with cash instead of writing checks or using a debit card.
Basically, you know how much income you're going to get each month.
That's all the money you get, so that's all you can spend, unless you
go into deb
On Apr 2, 2009, at 10:34 PM, Kevin Hoctor wrote:
> This behavior hasn't changed in MoneyWell and manual money flows won't
> affect the Allocate Income process unless you do one prior to the
> allocation. The reason most people haven't noticed this is that the
> two actions are supposed to work t
On Apr 2, 2009, at 7:34 PM, The Watkinson Family wrote:
> Is there a way then to do manual money flows without throwing out the
> allocate income feature? Has the behavior always been like this? I
> hadn't noticed it before, but since I'm taking a more proactive
> approach to our money (budget
Kevin,
Is there a way then to do manual money flows without throwing out the
allocate income feature? Has the behavior always been like this? I
hadn't noticed it before, but since I'm taking a more proactive
approach to our money (budget changes each month based on
circumstances, etc),
On Apr 2, 2009, at 12:19 PM, Jay wrote:
> I have a clearer example... I have a bucket for monthly parking
> expenses. Generally, I allocate $175 a month and write a check that
> drains that bucket.
>
> One month, I had an extra parking-related expense for $100. I
> assigned that transaction to
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