Reconcilliation

Mark's Avatar

Mark

02 Apr, 2010 02:27 PM

I am new to MD but I really like the reconcilliation in MD2010. It's very easy to use.

However there are a couple of improvements I would like to see.
1). Reconcilliation of Bank accounts allows me to set an end-date for the reconcilliation but credit card accounts do not.
Why the difference? Please allow this for Credit Card accounts too.
2). Leading on from (1). Why does the reconcilliation shows transactions from /after/ the end date specified for bank accounts when there is no chance these would appear on printed statements? Please do not show transactions after the end date.

  1. 1 Posted by Angie Rauscher on 12 May, 2010 08:25 PM

    Angie Rauscher's Avatar

    1) The end date is only available for accounts which you are importing transactions into, so this may be why that option is not available for your Credit Card account.

    2) The end date just sets the range of transactions which are automatically marked as cleared. All unreconciled transactions are show in the reconciliation window.

    Our feature request and bug reporting system is integrated with our wiki. We invite our users to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. Users can also vote on tickets, which helps us determine how wide-spread bugs are and which requests have the most demand.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 24 Jul, 2011 07:48 PM.

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