tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/120-icons-in-cleared-columnInfinite Kind: Discussion 2019-02-04T12:45:46Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/1481062009-05-01T23:14:42Z2009-05-01T23:14:42Zicons in cleared column<div><p>Tom</p>
<p>from MD Wiki this is an explanation of the yellow diamond.</p>
<p>Reconciliation contributed principally by Richard Hyde</p>
<p>In Moneydance a transaction can be in one of three statuses,
uncleared (No icon), cleared (orange diamond) and reconciled (green
check).</p>
<p>Which means each account has three balances :- an uncleared
balance (all transactions), a cleared balance (cleared and
reconciled transactions) and a reconciled balance (reconciled
transactions only).</p>
<p>What is that orange Diamond? When you download/import your
transactions from your bank you can mark the transactions as
cleared by adding the diamond to the transaction, there are a
number of people calling for Moneydance to do this automatically
which we will hopefully see in the next release. Your cleared
balance should then reflect your banks balance.</p>
<p>When the printed statement for the account arrives you can then
reconcile these transactions via the reconcile process. You enter
the ending balance from the statement and mark those transactions
as cleared which appear on the statement. Any transactions marked
as cleared from your download will be automatically marked as
cleared when you start to reconcile. When you have completed your
reconciliation and you click 'done' these cleared transaction are
automatically switched to the reconciled state (green tick).</p>
<p>If you have no online access to see which transactions have
cleared your account then you can leave the transactions as
uncleared and when your statement arrives simply click on the
cleared transactions from your statement during the reconciliation
process. When you've completed the reconciliation the transactions
will be marked with the green tick. The cleared state becomes
pretty much irrelevent.</p>
<p>However you can still mark a transaction as cleared (diamond
mark) when you know it has cleared from another source, say a mini
statement from an ATM.</p>
<p>Hope this helps --- Steve</p></div>Stevetag:infinitekind.tenderapp.com,2009-01-14:Comment/1481062009-05-02T18:50:44Z2009-05-02T18:50:44Zicons in cleared column<div><p>Thankyou Steve for giving such a complete response. I greatly
appreciate the support of the Moneydance community to this support
forum. Sincerely, Ben Spencer (Moneydance Suppport)</p></div>Ben Spencer