[moneydance] Envelope Budgeting/Category Balances...

Don Zickus dzickus at gmail.com
Fri Apr 11 12:06:12 EDT 2008


>
>  If I use the debit card, I enter the transaction in the appropriate account.
>  (ie. If I buy gas, I enter a $33.00 payment in the Checking->Automobile->Fuel account and select the category Discretionary->Automobile->Fuel)
>
>  If I need to transfer money from one account to another, I start at the one I'm transferring from, and select the one I'm transferring to as the Category. (ie. If I have need some more gas money, I'll just not go to the movies by going into Checking->Misc->Entertainment and paying $44.00 to Checking->Automobile->Fuel)

This envelope budgeting thing looks interesting.  However being a big
online bank fan (where I download all my transactions instead of doing
it manually), how does that play into envelope budgeting?

Usually I go to my checking account, download my transactions and
place them in the appropriate categories.  Is that still possible
here?  The sub-accounts seemed to have me a little confused.

Thanks,
Don


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