Great tip. For me when I see Smart Buckets I wonder when I'm going to be able to build my own smart bucket. If you could save this "query" as a smart bucket you could get to it any time you like.
-Craig On Apr 10, 12:41 pm, Lance <[email protected]> wrote: > The account balances MoneyWell reports in the Accounts pane include > Open+Cleared+Reconciled transactions. > > If you click on any transaction in your register, MoneyWell will also > show you the balances for only Reconciled transactions (i.e. > "reconciled balance is $XXXX.XX" in the bottom of the window) as of > that day. > > However, MoneyWell does not currently display the balances for only > Cleared+Reconciled transactions which is useful if you're trying to > compare your MoneyWell register to the running balance on your online > bank activity. > > After messing with some SQL, I realized there is actually an easier > way to get this balance: > 1) Select the account of interest from the Accounts pane > 2) Select the "All Transactions" bucket > 3) In the Transactions pane, click on the blank header to the left of > "Date" to sort by transaction status > 4) Select all your Cleared (blue lightning bolt) and Reconciled (green > check mark) transactions > 5) Look at the bottom of the window for "XXX transactions; YYY > selected; sum is $ZZZZ.ZZ"; the $ZZZZ.ZZ is your Cleared+Reconciled > balance and should match the account balance physically in your > account at the end of that day. > > You can also use this tip to easily see what open transactions have > not yet cleared. > > A future version of MoneyWell could make this process easier by adding > a "filter" to the transaction pane that allowed you to only show > transactions of a particular status. Alternatively, MoneyWell could > simply report the "Cleared+Reconciled" balance at the bottom of the > window. --~--~---------~--~----~------------~-------~--~----~ 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 -~----------~----~----~----~------~----~------~--~---
