Request for Spending vs. Budget (Spending Plan) Amount Output Report

[Jason]

Hello Kevin,

I've recently purchased MoneyWell, set up various accounts (checking,
savings, credit cards, cash, etc...), and uploaded/coded transactions
from the beginning of 2009. I've developed my spending plan and, with
the help of other folks in this forum (thanks Druzyne and Kevin!)
figured out the nuances about allocating income, timing, and
priority. I really like what I see so far.

I need to be able to output a report that I can share (email or paper
copy) with my wife so that we can review our spending (for the month)
versus our budgeted spending plan (by bucket) for each month. The
report could be similar to the Bucket Summary Report in format, but it
would be helpful to have a reference for the budgeted/monthly spending
plan values for the buckets that we've spent from.

I know that there are different ways to see/review this information in
the MoneyWell viewing panes and I find that very helpful to me, as I
log or manage our family's transactions in MoneyWell. Reviewing the
software with my wife isn't always the best or most practical
approach, so having an output report that can convey the same spending
to spending plan information would be quite helpful to let her know
where things stand.

The availability of both summary and detail transaction reports would
be even better. It would be quite helpful to have an option to
include spending plan amount references in both the Bucket Summary
Report as well as the Transaction Listing Report. The option of a
check box to "Include Planned Amount from Spending Plan" (by bucket)
in these (or other) reports would be fantastic! That way, I could
output a .pdf document with either a summary or detail spent by bucket
and include the spending plan amount for each bucket.

I know that you're planning new views for graphs and I hope that some
new reports also come along with the next version. I hope this is
helpful to explain my need and the reason for the request.

I'm also curious to hear if anybody has a similar need and if others
have work-arounds to address this reporting / process for sharing
spent to date vs. budget with a spouse or significant other. If
anybody has any good ideas or techniques, please share.

Thanks in advance Kevin for your support and I really like using
MoneyWell so far.

Best regards,

Jason

[Lance]

On Jun 14, 7:35 pm, Jason <jason...@gmail.com> wrote:
> I'm also curious to hear if anybody has a similar need and if others
> have work-arounds to address this reporting / process for sharing
> spent to date vs. budget with a spouse or significant other.  If
> anybody has any good ideas or techniques, please share.
>

Hi Jason,

I was in a similar boat in that my wife and I wanted a way to have
access to the bucket balances while we were out making purchases.
Since we both have iPod touches, my initial methods of achieving this
were to manually type the important bucket balances into "Notes" or to
take a screenshot of the MoneyWell app and email that myself every day
or so. Both were tedious and annoying.

As a result, I started poking around and found a way to extract any
data I wanted from the MoneyWell data file which I explained in this
post back in March:
http://groups.google.com/group/no-thirst-software/browse_frm/thread/635195af9480951b/0e07328d3dac6090

This solution definitely is not for everybody as it requires some
knowledge of SQL and some scripting ability. For me it works
perfectly, and I may keep using it even after the iPhone version of
MoneyWell is available since I've highly customized my script to
present exactly the data I want.

-Lance

[Kevin Hoctor]

Hi Jason,

More reports and views are coming, some of which should help you with
these requests.

Peace,

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