Reconciling Transfer transactions

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keithrj
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Reconciling Transfer transactions

Post by keithrj »

Please provide the ability to independently reconcile "from" and "to" accounts for transfer transactions.

This feature has been requested a number of times before and nothing has been done in about 3 years. This is most important as no transaction should be automatically marked as reconciled. Each side of the transaction should be reconciled independently.

Many thanks

reachalex
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Re: Reconciling Transfer transactions

Post by reachalex »

I agree!

TimBUK
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Re: Reconciling Transfer transactions

Post by TimBUK »

Me too - I thought that using the 1.4 Beta fixed it - but seems not.

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Pugwash59
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Re: Reconciling Transfer transactions

Post by Pugwash59 »

I agree also. In theory, it shouldn't be necessary, but I don't completely trust the banks!

garyc57
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Re: Reconciling Transfer transactions

Post by garyc57 »

I don't think this is currently possble. Looking at the data in the tables, it appears that for all transactions - including transfers - there is only a single record in the CheckingAccount_V1 table. When you set the transaction as "reconciled", that Status appears for both the "from" account and the "to" account.

Sorry for the bad news.

siowena
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Re: Reconciling Transfer transactions

Post by siowena »

keithrj wrote:Please provide the ability to independently reconcile "from" and "to" accounts for transfer transactions.

This feature has been requested a number of times before and nothing has been done in about 3 years. This is most important as no transaction should be automatically marked as reconciled. Each side of the transaction should be reconciled independently.

Many thanks
This is a feature in the next release (I've seen it in the pre-releases) but I have no idea on when it'll actually be a formal release

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