On 4/24/25 11:36, Stan Brown (using GC 4.14) wrote:
I've never used reconciliation because I get real-time transactions from
all my credit cards and my bank, so if there's something wrong I deal
with it before the statement arrives.
But recently I realized there's one _piece_ of reconciliation I'd like
to use in my bank accounts: cleared (c) versus not cleared (n). I think
it would be useful to get a list of uncleared checks, deposits, and
transfers from time to time which I can do with a filter.
But ... I've got over 7 years of data in my book, so clearing all those
items individually would be quite a job. I know I can filter by date as
well as not-cleared status, but I wonder if there's any shortcut to
clearing a lot of transactions at once.
For instance, it looks like I can treat everything before this year as a
single statement and just bulk-reconcile it; that would leave me only
this year's transactions (about 100 of them) to mark as cleared. Any
reason not to take that approach, or is there a better way?
When I import a downloaded file (at least with OFX) it will mark the
transaction as cleared as it loads new entries AND
it will mark as cleared any matched entries.
Are you able to download a file to import and then ensure that that only
the Match/Clear flags are marked for the import process?
That will keep you from having to manually mark all those transactions
as cleared viz the GUI.
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