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One more question: I don't know how to use "planning", and consequently "reconciliation" with the Handy Finance. For example: In order to know my month-end account balance, I put in a transaction called "Other", which will cover all unexpected spendings, and assign a status: PLAN. Then, at the end of the month, I need to reconcile the PLAN against reality, which could be, for instance, purchase of new shoes. That means, I basically need to delete the transaction called "Other", and replace it with the actual spending, i.e. new shoes. At the same time, I want to be able to compare my original PLAN (i.e., what I expected to spend), and actuals, i.e. what I've actually spent. Does the HF provide a functionality to do this? As I understand you need to see both planned and real balance during a month and at the end of the month to become each of them equal. This is just how I do this for myself. I have assigned checkbox "Billable" for planning purposes. In filters I have selected "no" infront of checkbox "Billable" and unchecked this option. This allows me to see transactions both marked as "Billable" and not marked as "Billable", but, transactions checked as "Billable" are not added to total. So, I see both real and planned entries, but planned entries are not added to total. When I do some purchase I can both create new transaction with unchecked "Billable" option or find apropriate transaction among planned and uncheck "Billable" for it, also I may correct amount, date and categories. To see total + planned balance or only planned amount of money to spend you need to adjust filters. For the first case you need check mark for "Billable" option in filters and select "all" infront of it. For the second case you need only to select "yes" infront of "Billable" option, doing so you will see only planned total but all records. By checking "Billable" option and selecting "yes" you will see only planned records and only planned balance. In the free version you may use option "Cleared" instead of "Billable". For quick planning you may change "Billable" option for records directly from the list of the transactions. Doing this you may estimate required amount of money for different combination of expences and incomes. To reconcile planned and total balance at the end of the month you need to adjust filters to see only planned records. Then use "Delete" from menu to delete selected planned records. Beware, this command will delete all records you see, so it will be wisdom first to see which records are selected by filter.
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HandyFinance.zip, 250kb *Free bonus - Advanced Desktop |
