Reconcile Transactions
under review
S
Swati
Sometimes some of my transactions from my bank are not imported properly, for whatever reason. This puts the balance out of whack.
I need to be able to reconcile this balance instead of haphazardly updating it -- need to figure out which transactions were imported and which were not. This is a very tedious process right now :(
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Jen from Lunch Money
Merged in a post:
Transaction based reconciliations
z
zed
Would be great to have a support for a reconciliation workflow (Nominate new account balance -> write a reconciliation transaction)
The current balance editing process is "lossy", in that it doesn't leave a reconciliation record, it would be great to have it in the history for the event =)
Jen from Lunch Money
under review
Jen from Lunch Money
Merged in a post:
Accounts need a starting balance
M
Matthew Davis
When I view all transactions for an account, the total should equal the balance. To accomplish this, there needs to be a non-transaction starting balance.
Jen from Lunch Money
Merged in a post:
Account Reconciliation
J
Janette M Watson
There appears to be no way to verify the Linked Account balance (Bank & Credit Card) are reconciled to the current balance. There could be duplicate or incomplete transaction history.