On May 5, 2009, at 10:39 AM, Daren Johnson wrote: > I remain in a happy place as a user of Moneywell, but there is a bit > of odd behavior that I'd like to understand better. > > I'm pretty diligent about entering my transactions before I download > them from my bank, and there's a restaurant at which I eat lunch a > couple times a week (say, Mondays and Fridays). When I download the > transactions from my bank on Tuesday morning, it matches Friday's > transaction with Monday's lunch and leaves Friday uncleared - then I > have to "un-merge" by de-clearing Monday's lunch, clearing Friday's, > etc. > > It seems like Moneywell is searching from the most recent uncleared > transactions backwards, rather than from the oldest uncleared > transactions forward, which is counterintuitive to me. Am I > misunderstanding something? Is this a "bug or a feature"? ;-) > Hi Daren,
I thought I changed this behavior in 1.4.5 because it was annoying me as well. MoneyWell should be finding the older transactions first and then moving to the newer ones. Please make sure you have your day range set to longer than 7 days in the Duplicates view. > Also, when I go to reconcile, I'm curious why transactions that have > cleared for an account within the period defined by the statement > aren't "auto-reconciled" with a checkmark. It would save a lot of > mousing were that feature available, and I know MW tracks the cleared- > on date of transactions. Is that in the future, or is there a design > reason why that can't be an option? The ability for MoneyWell to auto-reconcile with downloaded or imported transactions is coming. This will be limited to OFX/QFX files that contain balance information in the download. I'm also looking at options to just switch cleared to reconciled for a statement date range to speed up the process. 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 -~----------~----~----~----~------~----~------~--~---
