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#7
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| On Nov 3, 11:30 pm, "Chris Cowles" <spam_mag...[at]remove-me- bellsouth.net> wrote: - quote - > "murrayian" <murray...[at]hotmail.com> wrote in message
Hi Chris, thank you for the help. That sounds like a nice method you> news:1194143771.129924.129710[at]57g2000hsv.googlegroups.com... > > My problem is that items in my budget, like groceries, which aren't > > scheduled bills, don't seem to have any impact on the Cash Flow > > Forecast. Isn't it supposed to take these budget items into > > account? > If using the S&S budget, no. If using Advanced Budget, go to Cash Flow > Forecast and adjust the settings. There's an option to include budget > amounts. Those budget amounts affect only accounts designated in the > details of each affected category. > Except items drafted directly from checking, I have almost all > categorized linked to my primary credit card. I use it for everything > possible and pay it off monthly. I scheduled an estimated bill for > that purpose. > To test my cash flow forecast, I display the credit card and checking > account. If I estimated credit card payment is reasonably, the credit > card balance is approximately flat, on average. I adjust the scheduled > payment amount to make it so. Once done, I exclude the credit card and > show only my checking and major savings account. The effect is the > checking account shows only scheduled bills, including the payment to > my primary credit card. That works well for me. > -- > Chris Cowles > Gainesville, FL have devised to accurately show your cash flow. I couldn't trust myself to use a credit card that responsibly - credit card debt is one of the reasons I need Money to help me now! I did try the Advanced Budget, but I find the way category spending is averaged over the forecast period (showing expenditures on groceries, for example, every few days or every week) is not very helpful. I think I will stick to just having the cash forecast project my scheduled deposits and bills, and know that an increasing bank balance means I can still eat and go out for lattes occasionally. By the way, for those who don't know, the new Money Plus doesn't show the option of creating an Advanced Budget, only Essential and Saving and Spending budgets. The Money Plus help says you can use an Advanced Budget created in an earlier version, but new users only have the option of creating the other 2. However, someone (was it you?) posted that if you enter money://navigate/newadvbgt in the address bar at the top, you can indeed create a new Advanced Budget using Money Plus if you are a new user. Ian Murray |
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#6
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| "murrayian" <murrayian[at]hotmail.com> wrote in message news:1194143771.129924.129710[at]57g2000hsv.googlegroups.com... - quote - > My problem is that items in my budget, like groceries, which aren't
If using the S&S budget, no. If using Advanced Budget, go to Cash Flow> scheduled bills, don't seem to have any impact on the Cash Flow > Forecast. Isn't it supposed to take these budget items into > account? Forecast and adjust the settings. There's an option to include budget amounts. Those budget amounts affect only accounts designated in the details of each affected category. Except items drafted directly from checking, I have almost all categorized linked to my primary credit card. I use it for everything possible and pay it off monthly. I scheduled an estimated bill for that purpose. To test my cash flow forecast, I display the credit card and checking account. If I estimated credit card payment is reasonably, the credit card balance is approximately flat, on average. I adjust the scheduled payment amount to make it so. Once done, I exclude the credit card and show only my checking and major savings account. The effect is the checking account shows only scheduled bills, including the payment to my primary credit card. That works well for me. -- Chris Cowles Gainesville, FL |
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#5
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| On Oct 27, 2:33 pm, J Leatherwood <JLeatherw...[at]discussions.microsoft.com> wrote: - quote - > I've noticed this issue for months. Payments scheduled by the Debt Repayment
I have been using the Deluxe trial for about a week, and I am not> Planner do not appear in Cash Flow Forecast. > Unfortunately, the solution you mentioned doesn't work for me. Anyone else > have any ideas? > "Chris Cowles" wrote: > > Never mind. Found the problem. I had been playing with the DRP, > > adjusting payoff dates and total amounts. I also moved an account in > > and paid another off. In the process I never went to the final screen. > > That apparently is necessary to get the plan to register in CFF. That, > > despite the fact the payments appeared in bills. > > My checking balance growth rate no longer approaches vertical. Sigh. > > -- > > Chris Cowles > > Gainesville, FL- Hide quoted text - > - Show quoted text - having this issue. I have 4 debts managed by the Debt Reduction Planner, and they are all showing up in the Cash Flow Forecast. My problem is that items in my budget, like groceries, which aren't scheduled bills, don't seem to have any impact on the Cash Flow Forecast. Isn't it supposed to take these budget items into account? Thank you. |
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#4
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| "J Leatherwood" <JLeatherwood[at]discussions.microsoft.com> wrote in message news:841FA0E6-00D3-42B7-9C45-4DBDE1EFBE19[at]microsoft.com... - quote - > I'm using Saving & Spending Budget with Money 2007 Home & Business.
I don't think scheduled bills appear in cash flow forecast if usingthe S&S Budget. I may be wrong. -- Chris Cowles Gainesville, FL |
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#3
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| I'm using Saving & Spending Budget with Money 2007 Home & Business. "Chris Cowles" wrote: - quote - > Which budget type are you using? |
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#2
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| "J Leatherwood" <JLeatherwood[at]discussions.microsoft.com> wrote in message news:C53EB023-DA3B-41AF-AF76-C12CABF9B8BE[at]microsoft.com... - quote - > I've noticed this issue for months. Payments scheduled by the Debt
Which budget type are you using?> Repayment > Planner do not appear in Cash Flow Forecast. > Unfortunately, the solution you mentioned doesn't work for me. > Anyone else > have any ideas? |
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#1
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| I've noticed this issue for months. Payments scheduled by the Debt Repayment Planner do not appear in Cash Flow Forecast. Unfortunately, the solution you mentioned doesn't work for me. Anyone else have any ideas? "Chris Cowles" wrote: - quote - > Never mind. Found the problem. I had been playing with the DRP, > adjusting payoff dates and total amounts. I also moved an account in > and paid another off. In the process I never went to the final screen. > That apparently is necessary to get the plan to register in CFF. That, > despite the fact the payments appeared in bills. > My checking balance growth rate no longer approaches vertical. Sigh. > -- > Chris Cowles > Gainesville, FL |
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| "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message news:OOdTSBGFIHA.3400[at]TK2MSFTNGP03.phx.gbl... - quote - > Not believing that, I looked for potential errors and found it. The
Never mind. Found the problem. I had been playing with the DRP,> DRP payments the checking account are NOT included in the cash flow > forecast. > Can anyone replicate that problem? adjusting payoff dates and total amounts. I also moved an account in and paid another off. In the process I never went to the final screen. That apparently is necessary to get the plan to register in CFF. That, despite the fact the payments appeared in bills. My checking balance growth rate no longer approaches vertical. Sigh. -- Chris Cowles Gainesville, FL |
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#-1
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| Can someone having scheduled bills from the debt reduction planner look in their cash flow forecast for the account from which those are paid, to see if the debt payments appear in the list of transactions? I have 2 accounts for which the DRP is managing payments. Both are paid from checking. That checking account includes payments to my primary credit card, to which almost all categories are attributed in the budget. The cash flow forecast includes budget items and scheduled bills, including the payment to the credit card. When I include the credit card, the average balance of the card is flat. From that I infer my estimated monthly payment is correct. Assuming all other scheduled bills are correct, as well, my checking balance forecast should be accurate. Lucky for me it's going nowhere but up. Not believing that, I looked for potential errors and found it. The DRP payments the checking account are NOT included in the cash flow forecast. Can anyone replicate that problem? Thanks in advance. -- Chris Cowles Gainesville, FL |
| Tags |
| cash, debt, flow, forecast, payments, planner, scheduled |
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