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Account Reconciliation

Greg's Avatar

Greg

03 Mar, 2023 09:58 PM

I am moving from Quicken 2015. Everything transferred perfectly, and I am testing out the system now. My question is regarding reconciling a credit card account. With Quicken, when finished with the reconciliation, the system would ask to write check and enter the data to both a bank and credit card account. Does Moneydance have this same feature?

  1. 1 Posted by dwg on 03 Mar, 2023 10:09 PM

    dwg's Avatar

    I'm a fellow customer.

    Moneydance does not prompt if you want to create a cheque or a transfer to clear the balance. You will need to create a transaction to handle that.

  2. 2 Posted by Greg on 03 Mar, 2023 10:16 PM

    Greg's Avatar

    Thank you

  3. Ethan closed this discussion on 06 Mar, 2023 03:13 AM.

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