Save spending plans?
Lucas Burke
switch between them. For example, if I have a big expense that I'm
going to cut back on my other buckets for a few months to save for,
after that's done I'd like to be able to pick my old spending plan
from the list again.
Kevin Hoctor
Hi Lucas,
That's already built into the structure of MoneyWell (double-click on
"My Spending Plan" in the Spending Plan panel and you'll find you can
change the name) but I haven't fully tested it so the full interface
has not been activated. It will appear in one of the next couple of
releases.
Peace,
Kevin Hoctor
ke...@nothirst.com
No Thirst Software LLC
http://nothirst.com
http://kevinhoctor.blogspot.com
Lucas Burke
benvallack
Thought I'd add something to this - I agree I would find a save plan
feature very useful, but perhaps more-so an extension of the existing
month by month planning ability. I would like to be able to go through
the whole year and plan in all planned bills etc so I have a plan that
will automatically be in place each month. I presume I could do this
by going through each bucket and specifying an amount for it in the
'individual monthly planned amounts' section but doing that for each
bucket individually seems a bit laborious. I would like to just choose
a month from a drop down menu and configure it using the existing
'spending plan detail' section. So I could just bring up any given
month's whole spending plan and make any adjustments etc. I have a few
expenses that have a big initial payment and then repeating smaller
payments, but not even going on through the whole year so would
definitely be useful to have a whole year planned out. Also -
extending this idea, you might be able to come up with a neat visual
way of displaying the spending plans for each month, I guess much like
the existing charts that show how much has been spent from a any given
bucket. In fact how about integrating it into the existing charts
view? i.e so you have different color scheme for 'future'
spending limits in each bucket - so you can just click through each
bucket and see what its spending limit would be at any month in the
future, as well as the past.
Kevin Hoctor
> Thought I'd add something to this - I agree I would find a save plan
> feature very useful, but perhaps more-so an extension of the existing
> month by month planning ability. I would like to be able to go through
> the whole year and plan in all planned bills etc so I have a plan that
> will automatically be in place each month. I presume I could do this
> by going through each bucket and specifying an amount for it in the
> 'individual monthly planned amounts' section but doing that for each
> bucket individually seems a bit laborious. I would like to just choose
> a month from a drop down menu and configure it using the existing
> 'spending plan detail' section. So I could just bring up any given
> month's whole spending plan and make any adjustments etc. I have a few
> expenses that have a big initial payment and then repeating smaller
> payments, but not even going on through the whole year so would
> definitely be useful to have a whole year planned out. Also -
> extending this idea, you might be able to come up with a neat visual
> way of displaying the spending plans for each month, I guess much like
> the existing charts that show how much has been spent from a any given
> bucket. In fact how about integrating it into the existing charts
> view? i.e so you have different color scheme for 'future'
> spending limits in each bucket - so you can just click through each
> bucket and see what its spending limit would be at any month in the
> future, as well as the past.
Ben,
This sounds very close to my vision of the future of MoneyWell. It's
always been the plan to give you a very visual way of planning future
spending. I know that the hardest thing for my family is to anticipate
when we will need extra money down the road but if we could see that,
given our current known expenses, our future spending is already
committed then we'd know that we haven't planned enough for the unknown.
The groundwork is in place and MoneyWell will evolve to give your move
of what you are asking. Thank you for your feedback!
Peace,
Kevin Hoctor
ke...@nothirst.com