Reconciling Process
Mario L
The current process starts with your bringing up the account and initiating the reconciling via a window showing you the starting amount and of course you enter an ending amount.
Assumption is that the starting amount is the end one from the previous reconciling. I previously used Quicken and that feature was available and periodically proved helpful
It would be great if you could see the previous reconciliation for reference. No record seems to be retained. i am assuming I need to copy and save each summary reconciliation for now.
Is infinite kind planning to add this feature to the program??? I think it would be very helpful.
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Support Staff 1 Posted by Jenny on Apr 15, 2016 @ 10:10 AM
Hi Mario,
Thanks for the suggestion for improving Moneydance! There's an existing ticket in our system with your suggestion, so I've attached it to this discussion and the developers will be looking into it. We'll notify you of any updates within the thread.
Sorry for an inconvenience; please let me know if I can be of further assistance.
Jenny
Infinite Kind Support
System closed this discussion on Jul 30, 2016 @ 03:51 AM.