tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/90654-reconcile-loanInfinite Kind: Discussion 2019-12-27T12:50:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/476611332019-09-25T22:48:37Z2019-09-25T22:48:37ZReconcile Loan<div><p>I thought i was getting the hang of things but i have another question. I have 4 loans but i cant seem to reconcile them. when i click on the reconcile nothing happens. i can reconcile my bank and credit card accounts but not my loan, am i doing something wrong or is it not possible at this time?</p></div>MACtag:infinitekind.tenderapp.com,2009-01-14:Comment/476611332019-09-26T11:20:32Z2019-09-26T11:20:32ZReconcile Loan<div><p>Hi,</p>
<p>Currently, it's not possible to reconcile a loan account. When you highlight the loan account and choose the Account menu, the Reconcile option will be greyed out and un-selectable.</p>
<p>I have spoken with our lead developer for clarification as to why this is not possible, and I am happy to report that he has confirmed we will be adding this feature to the program.</p>
<p>I have attached the relevant suggestion ticket to this discussion so you'll be notified of any updates, and we'll let you know when this feature has been implemented.</p>
<p>--<br>
Jenny, Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/476611332019-09-27T01:19:17Z2019-09-27T01:19:17ZReconcile Loan<div><p>Ok Thank you, But in the meantime would a workaround be to make it a creditcard account instead of a loan that way I would be able to reconcile it?</p></div>MACtag:infinitekind.tenderapp.com,2009-01-14:Comment/476611332019-09-27T12:42:12Z2019-09-27T12:42:12ZReconcile Loan<div><p>Hi,</p>
<p>As a workaround, you could create a new account called 'Temp Loan' or something similar, and set for the loan payments to be sent here instead.</p>
<p>I'd recommend taking a manual backup of your data file via File --> Export Backup, so you can restore your data if you encounter any problems or make a mistake.</p>
<p>To make this change, navigate to the account you make the loan payments from.<br>
You can search for any transactions to the loan account using the search box at the top right of the account register.<br>
If just the payments to the loan account are visible, highlight a transaction and press the keys Ctrl and A to highlight all transactions. Alternatively, you can use the Ctrl key or the Shift key to highlight multiple transactions.<br>
Once the transactions are highlighted, 'right click' or press Ctrl and click to view the <a href="https://infinitekind.tenderapp.com/kb/register-and-transactions/context-menu-right-click">context menu</a>. Choose Batch Change --> Category, and specify the 'Temp Loan' account.</p>
<p>--<br>
Jenny, Infinite Kind Support</p></div>Jenny