Option to mark transactions as Reconciling (instead of Cleared) when Confirmed

gbonawitz's Avatar

gbonawitz

04 Apr, 2023 11:47 PM

Something I miss from Quicken was the abililty to have that intermediate state to signify that the transaction was reconciled via download but not yet with the actual end of cycle statement.

Right now, the setting under Preferences | Network states "Mark Transactions as Cleared when Confirmed" - maybe have that as a drop-menu item to select either Cleared or Reconciled?

Thanks

  1. 1 Posted by dwg on 05 Apr, 2023 12:01 AM

    dwg's Avatar

    Sounds like a good request to me.

    I do something along those lines with manually entered transactions, I mark them as reconciling when I see them through Internet banking, then clear them when I reconcile the physical statement.

  2. System closed this discussion on 05 Jul, 2023 12:10 AM.

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