[moneydance] Sub Accounts

kmenningen tds.net kmenningen at tds.net
Sat Jul 25 22:25:33 EDT 2009


You can also use transaction tags where each tag is an "envelope" and then
use a transaction report that filters on the tags to find the "envelope
balance". I then included a "Shortcuts" home page item that included my
memorized reports using the tags. From the home page it is one click away to
find the balance. This would help avoid the frustration of the reconcile
process with subaccounts.

--Kevin

On Sat, Jul 25, 2009 at 6:52 PM, Barry Miller <barry56 at dejazzd.com> wrote:

> I previously wrote about difficulties reconciling my account. I use
> sub-accounts under my main account to as envelopes. What I do is
> deposit each sub-account with the budgeted amount and then withdraw
> from that account rather than moving the funds over to the main
> account and disbursing from there. Then when I reconcile I will
> include sub-accounts. Am I making the whole process more complicated
> then it needs to be? I really like the sub-accounts because then I
> know what is available to spend and I have the needed funds when
> needed for specific area.
>
> Thank you,
> Barry
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