Moneydance reconciliations

David Perry's Avatar

David Perry

08 Jun, 2021 10:18 AM

Wonderful program for Mac most of the time - a worthy successor to my 20+ years of Windows MS Money, but it does have its irritations!

When reconciling, I often have to click Finish Later, so that I can go and create a transaction I had forgotten about. When I come back to resume the reconciliation, it is frustrating to have to type in the balance from the statement again! Why can't the program remember what I typed in 2 minutes earlier, as it is obvious what is going on, from having to have clicked Finish Later.

A minor point, but it happens 2 or 3 times a month for me! MS Money used to remember (indeed it also allowed the missing transaction be entered during the reconciliation process, but that is asking too much!).

Thanks.

  1. 1 Posted by Stuart Beesley ... on 08 Jun, 2021 10:34 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    +1 me too!!

  2. 2 Posted by RJron on 08 Jun, 2021 12:10 PM

    RJron's Avatar

    +1
    This happens almost every time for me too. I want it to remember the
    balance.. but must also allow me to change the value if needed

  3. 3 Posted by sprimost on 08 Jun, 2021 02:27 PM

    sprimost's Avatar

    From: sprimost (Just a user)

    This may be simpler than you think, since you really do not have to stop
    the reconciliation process. I have this "problem" all of the time
    because I forget to add a transaction for the interest income!

    So, what I do is to keep the reconciliation window open, click on the
    main window of the account and its transactions, and add a transaction
    for the interest income. Going back to the reconciliation window, the
    transaction is reflected in the income side (right-hand section) in this
    particular case.

    I hope this helps...a lot easier than trying to start all over again.

    /scp

  4. 4 Posted by dougschuess on 03 Aug, 2021 04:53 PM

    dougschuess's Avatar

    I use the Windows version of MD, so what I see may be different from yours. When I reconcile an account, MD gives me the option "new" to create a new transaction. I don't have to go back to the standard screen and input it there.

  5. 5 Posted by tgilbert666 on 03 Aug, 2021 09:58 PM

    tgilbert666's Avatar

    +1 for me!! I've often meant to raise this as an enhancement request.

  6. 6 Posted by tgilbert666 on 03 Aug, 2021 10:00 PM

    tgilbert666's Avatar

    And whilst a parallel window sometimes helps, "Finish Later" isn't always "later in the same session". Thus, the orginal enhancement suggestion retains merit. Finish later should FACILITATE finishing later!

  7. Support Staff 7 Posted by Maddy on 04 Aug, 2021 09:05 AM

    Maddy's Avatar

    Thanks for the suggestion for improving Moneydance! There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion and the developers will be looking into it.

    Please let us know if we can be of further assistance!

    --
    Maddy, Infinite Kind Support

  8. System closed this discussion on 03 Nov, 2021 09:10 AM.

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