Home Forums Feature Wish List Missing features: split transactions & sub-categories? Re: Re: Missing features: split transactions & sub-categories?

Eric Poulin
Post count: 379

You raise a good point. When reconciling we look at 2 things. First, the balance on the day (regardless of the number of entries), so if you balance is right, even if you’ve split the entry it will still consider that day as “reconciled”. If the day balance doesn’t match, we start trying to match individual entries. Here the split would not get recognized. It’s a good idea to have CB try to match a split entry, we’ll add that to our list.

As for marking entries as “reconciled” that was the intent o the “Mark as complete” flag you can set by right clicking on entries – then you see the check marks and know that one is done (helpful for split entries).