Home › Forums › Feature Wish List › Tracking reconciling a transaction
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Eric Poulin
KeymasterMay 4, 2015 at 1:27 pmPost count: 380Interesting idea. Yes, I could automate a note, but, can I ask why you want to track the original date? I can’t think of a useful reason to track that date.
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todd1215
ParticipantMay 6, 2015 at 12:44 pmPost count: 10Its more so that I know when was the date that I marked the payment as being paid really. So that might even be a better feature, to note the date the bill was marked as paid and then when you reconcile if the date changes to the bank processed date at least you’d have a quick idea of when you actually paid it. Just some extra info that may be useful
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todd1215
ParticipantJune 5, 2015 at 1:24 pmPost count: 10Maybe a better more simpler way would be to put an icon on the transaction that has been reconciled that signifies that it’s already been done.
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Eric Poulin
KeymasterJune 5, 2015 at 5:04 pmPost count: 380We have that now. If you right click on an entry in the calendar, you can use the “Mark as completed”.
You could use the current “Notes” field to track the original date if you like also. I’m not sure enough people would want to do this to create a new field for it – we want to keep the UI clean and simple and I think you could use the Notes field for what you’re asking. -
todd1215
ParticipantAugust 13, 2015 at 4:11 pmPost count: 10I would accept that as an answer if in fact when you reconciled a transaction it would automatically get marked as Completed but that is not the case. Yours is a manual process.
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Eric Poulin
KeymasterAugust 13, 2015 at 4:14 pmPost count: 380Yes, it is a manual process. At the moment, we do no differential between entries that have been reconciled with the bank or enteries that have been previously entered as part of planning.
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todd1215
ParticipantSeptember 5, 2015 at 12:30 pmPost count: 10It would make it much easier to reconcile your account if you where to put another icon on the transaction to let you know at a quick glance that its been reconciled.
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Eric Poulin
KeymasterSeptember 7, 2015 at 4:16 amPost count: 380Ya, good call. Done!
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