Income Bucket Recalibration

[Oliver]

Hello. I've been using MoneyWell (and loving it) since the beginning
of June. I started using it right at the beginning of the month so
that I was on a good cycle. I know that I have been living within my
budget, as I have not dipped into savings and have, in fact, been able
to put money into savings.

My problem is my Income bucket has been over-allocated since the first
day I started using the program. I assume that this is because I
allocated my June income to my various expenses when I started using
MoneyWell, but didn't have any corresponding income transactions until
i got paid the first time in early June. Therefore, each time I have
gotten paid since then, it has reduced the amount my income is over-
allocated, but then that number jumps back up again when I allocate
income the beginning of each month.

(As an example, I just allocated my income for September, and I know I
only allocated about 3/4 of what I will get paid, and it shows that
amount as being over-allocated in my income bucket).

My question is, how can I get my Income bucket back to a state where
it is accurately showing how much of my salary I have actually
allocated and my expense buckets can accurately show how much I've
spent?

Thanks for any help.

[Kevin Hoctor]

Hi Oliver,

If you have money flows that are wrong, you can always go back and
change them. Simply click on the bucket and then click the month of
the graph that you want to affect. The problem could also be that you
had more money in your income bucket and you didn't tell MoneyWell.
Use your Activities > Revise Initial Rollover option and change the
amount you had originally to spend as of June 1.

Let me know if this isn't clear enough.

Peace,

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

[Oliver]

Thanks, Kevin. Looks like the second suggestion fixed the issue.

Oliver