Default category when doing a reconcile

Sylvain Ayotte's Avatar

Sylvain Ayotte

01 Jul, 2019 02:59 PM

Hi,
I've just moved from Quicken and I really like your product. Only 1 thing I would suggest:
When I'm doing a reconcile of my pocket money, it would be convenient if a transaction could be created automatically against a specified category for the unbalanced amount. Ex.:
- Last time I reconcile, I had $50 in my wallet.
- I've spent $25 (that I remember...)
- Presently I have $5 left in my wallet.
When doing the reconcile, I won't ballance by $20. It would be nice that $20 would go directly in a category XYZ so my wallet would now balance.

Thanks

  1. 1 Posted by avp2 on 12 Aug, 2019 10:03 PM

    avp2's Avatar

    You have probably realized that MD already does remember the categories of previously entered transactions and then suggests those for similar entries as you enter, even for splits.

    Personally, I gave up trying to record most individual cash transactions, except for deposits in my cash account, and just do a general "cash purchases to date" entry when I get some new cash (making the difference ~ equal what is in my wallet).

  2. System closed this discussion on 11 Nov, 2019 10:10 PM.

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