Main > Bugs [Reconcile feature only including transactions for calculation up to current date]
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support
Administrator
Re:Reconcile feature only including transactions for calculation up to current date
Thank you for the feedback. We've emailed you for a specific details about what you are seeing so we can investigate the issue.
04/01/2016 21:47:20
Troy
User
Re:Reconcile feature only including transactions for calculation up to current date
Hey,
Your reconcile function is doing weird things again. I just confirmed that my wells fargo is 100% correctly balanced with my online stated balance. However, budget tracker shows me off. I can change how much it is off by changing the dates of unreconciled transactions. Please fix PERMANENTLY as this problem is very frustrating.
Thanks! :)
04/01/2016 12:41:45
Troy
User
Re:Reconcile feature only including transactions for calculation up to current date
Perfect, thanks! Just balanced it and it worked. Thanks for always being so responsive! :)
12/18/2015 01:23:20
support
Administrator
Re:Reconcile feature only including transactions for calculation up to current date
Thank you for the feedback. This was balancing up until the current date. We've updated it so that your balance account will effect all transactions up until the end date that you are currently viewing. This will allow you to match up the balance account with the running balance currently being displayed on the page. So to account for future transactions, you'll need to advance to January or the end date you want to include in your balance account transaction.
12/18/2015 00:58:42
Troy
User
Reconcile feature only including transactions for calculation up to current date
I often travel for business and date the transaction from that trip into the next month's budget when I will actually receive reimbursement as it takes 30 days or so. It has been working fine for reconciling except for December 2015 as I put several cleared transactions in as 1/1/16. For some reason there is now a discrepancy when I try to balance. It is for the exact amount that the 1/1/16 transaction total. Can you change the reconcile feature to include ANY cleared transaction for calculation rather than just the current date or year?
