Auto-clear transactions on merge

dave's Avatar


27 Apr, 2010 07:08 AM

My bank and I are not in synch, I'm always several steps ahead of them. I create transactions for each expenditure from the checking account which can sometimes sit for a week or two before the bank finally catch up to it!

Once I download the transactions from the bank and go through the merge process, I then have to manually "clear" each transaction downloaded (or ctrl-click and batch clear them). Would it be possible for the merge action to optionally "clear" the transaction too? This is extremely useful for people who, like myself, have turned off paper statements and have no real need to "reconcile" the account since this is done automatically with the downloaded transactions. It would allow us to see that the cheque to XYZ corporation has not yet cleared and prompt us to call them to make sure they received it before they send the account to collections! ;) OK, maybe not quite that bad, but you get the picture.

In effect, this would be an option that could be turned on at a user or account level, where if reconcile is disabled, then a merge would put a nice little green check mark on the selected merged transaction

  1. 1 Posted by -Kevin N. on 27 Apr, 2010 06:00 PM

    -Kevin N.'s Avatar

    Hi dave,
    I submitted a Trac ticket 2446 for this issue. As of 4/27/2010 it has 13 up votes.
    If you register with the Trac system you can vote on and suggest issues and enhancemnets that you'ld like to see implemented into Moneydance. You can register here:
    After you register you'll receive an email that you have to reply to before you can sign in.
    and vote up the ticket. The more votes it gets the more attention it'll get from the developers.
    HTH -Kevin N.

  2. 2 Posted by Angie Rauscher on 28 Apr, 2010 03:50 AM

    Angie Rauscher's Avatar


    Kevin's on the right track, we use the trac system to register feature requests. We've considered including this feature, and there are some very good reasons to include it, and some very good reasons not to. It's very helpful for us to know how many users would like to see a certain feature added. Please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  3. Angie Rauscher closed this discussion on 28 Apr, 2010 03:50 AM.

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