On Jan 24, 2009, at 8:48 AM, bwbecker wrote: > Nevermind... I've got it fixed. It seems to me to be related to the > dates of the statement somehow. It's clear that I don't yet > understand how reconciling works in MW. I guess it's off to the > tutorials page for me... > Byron,
The simple answer is that MoneyWell assumes that all the transactions with dates in the date range of the statement are candidates for reconciling in that statement. If you have transactions outside that range that are unreconciled, they are still shown but grayed out to indicate they are outside the range. Once you reconcile a transaction, the special reconcile date is set so it is included in that statement range. The transaction date is not affected. > One concrete suggestion: Overall, it seems too easy to change things > in MW that should, in general, not be changed. It's too easy to > delete a transaction, for example. In reconciling, it seems to me > that once a statement is reconciled it should be difficult (eg: making > you confirm something) to do any of the following: > -- change the status of a transaction from that statement > -- change any of the dates/amounts for that statement > -- delete the statement (somehow in my experimenting, I deleted a > previously reconciled statement but the associated transactions are > still marked as reconciled) I dislike confirmation dialogs because they tend to get ignored after a few uses and try to use deep undo/redo functionality instead. I'm looking at a way to lock transactions in a future release and I'll also look at locking statements so these accidental changes are hard to make. Thanks. Peace, Kevin Hoctor [email protected] No Thirst Software LLC http://nothirst.com http://kevinhoctor.blogspot.com --~--~---------~--~----~------------~-------~--~----~ You received this message because you are subscribed to the Google Groups "No Thirst Software User Forum" group. To post to this group, send email to [email protected] To unsubscribe from this group, send email to [email protected] For more options, visit this group at http://groups.google.com/group/no-thirst-software?hl=en -~----------~----~----~----~------~----~------~--~---
