The account balances displayed by MoneyWell (next to each account in
the left pane) include "Open" transactions that you've manually
entered but have not yet posted to your account.
While this can be useful to quickly see what your effective account
balance is, I find it annoying when I'm trying to check MoneyWell
against my online bank account balance. To workaround this, I wrote a
quick SQL query (attached) that calculates the "Cleared" account
balance for an account (i.e. with "Open" transactions excluded).
You'll need to modify this script and replace "Checking" with the name
of the account you want the balance for.
This script can be run from Terminal with a command such as:
sqlite3 ~/Documents/Personal.moneywell < ~/Downloads/
cleared_balance.sql
One caveat: while creating this query, I realized that children of
split transactions do not get marked as "Cleared" so the query assumes
that any split transaction has already cleared. If your MoneyWell file
contains any "Open" transactions that are split, this script will give
incorrect results. This may be one of the reasons why Kevin hasn't
given us this feature sooner :)
-Lance
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