A workflow questions for GNC users:

 

1 - My habits when it comes to payments for example credit card, mortgage,
other bills, etc. is to scheduled it out in advance from the appropriate
institutions that hold my bank accounts, such as checking, savings, etc. at
a future date but within due date. In the sub-account register for the bank
account, I like to some-how want to be able to differentiate that I have
already scheduled up a transaction versus other transaction that is needed
to be scheduled out. What I was hoping would be that is in the reconcile
column there would be able to put user defined character, rather than just
limited to 'y', 'c' and 'n' so that I can actually sort out and see what is
actually scheduled out and what is not in that account. It seems that this
is not possible so what would be the best way to differentiate between two
in the register? I do use scheduling to auto enter certain transactions but
I still verify with the bank that transaction is actually scheduled and want
to mark that it has been confirmed as such.

 

2 - How should I be handling a transactions where for example my credit card
credits my payment today but bank doesn't show the corresponding withdrawal
transaction until 3 days later when the funds are actually withdrawn from
the account. Currently one transaction will accept only one date for both
side of the transactions but during import and reconcile time if I update +
reconcile then the timestamp changes to whoever's transactions are
reconciled last from the two accounts. This is somewhat super annoying
because it re-arranges things in register so when you try to find an
erroneous transaction of small amount, you cannot compare against the
running ledger from the institution's on-line portal against entries in the
register or the running total in the register entailing lots of manual
back-and-forth in the register and possibly updating reconciled
transactions.

 

Thanks.

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