Yes, at the top of the My Transactions page, if you click on "more options" in the transaction filtering, you can set the status to Hide Unreconciled. This will only show the running balance for transactions that are either cleared or reconciled.
08/02/2015 02:34:07
Joubert
User
Re:Check Deposit - Unreconciled
Thank you for clarifying the settings on checks!
However, even if I set a check I've deposited to be "Unreconciled", either by clicking the icon on the far right of the table, or updating the transaction, the Balance (indicated on the top-right corner of the table) still shows the amount as if all the checks are cleared.
I like seeing my account balances tallying with the balances in my bank account. Can you set an option where the amounts of unreconciled transactions are not included in the running balance?
Or, did I miss something again? Thanks!
07/31/2015 20:06:03
support
Administrator
Re:Check Deposit - Unreconciled
Thank you for the feedback. If you click "Settings" in the upper right corner, you should see an option that says you write checks. Enabling this will show a transaction status column and default all manual transactions to Unreconciled when first getting recorded so they can be cleared or reconciled.
07/31/2015 10:50:11
Joubert
User
Check Deposit - Unreconciled
I've entered a new transaction to reflect a check I just deposited into the bank. The check, of course, hasn't cleared. However, when I enter the transaction I can't change the status from "cleared" to "unreconciled".
I would edit the transaction, and see the status is "cleared". I select "unreconciled", and click Update Transaction, but I notice that the account balance still includes the new transaction.
When I edit the transaction again, I can see that the status didn't change from "cleared" to "unreconciled".
Can you have a new column that makes it easier for users to view and mark entries as unreconciled, cleared, and reconciled, please?
