[moneydance] The "i" and 2007 beta question

[David Carlson]

Sean Reilly wrote:
> I agree that it seems a bit complicated.  What is the advantage of
> knowing which transactions were downloaded-and-recorded vs
> downloaded-and-matched?  I have no problem adding an indicator to each
> transaction to show that it was originally manually entered but I'm
> interested to hear how it would be used.
>
> Thanks,
> Sean
>
> On 1/17/07, Scott Zahn <scott at zahna.com> wrote:
>   
>> In my opinion that sounds too complicated.  I like "i" or no "i".  I
>> could see the "i" maybe as a little internet or download symbol
>> (whatever that would be), but that's it.  If you're wanting to know if
>> you matched something, use the little reconcile checkbox thingy and mark
>> your transactions with the yellow diamond.
>>
>> On Tue, 2007-01-16 at 07:46 -0800, Kevin O. Lepard wrote:
>>     
>>> This is a comment/question/suggestion.
>>>
>>> I've been enjoying the new 2007 betas.  One of the things I like is
>>> that transactions that are downloaded have the symbol "i" identifying
>>> them as such.
>>>
>>> I always match downloaded transactions against my receipts (either
>>> electronic or paper) on a monthly basis.
>>>
>>> I would find it very useful if the symbol had 3 states.  "Off" for a
>>> manually entered transaction, "i" for a downloaded transaction, and
>>> "m" for a downloaded transaction matched against a receipt.
>>>
>>> The way I envision this working is that a manually entered
>>> transaction has the symbol off.  When a downloaded transaction
>>> matches to it, it switches to "m".
>>>
>>> Alternately if the transaction is unmatched when downloaded, the
>>> symbol becomes "i".  Clicking on the symbol would toggle it back and
>>> forth between "i" and "m".
>>>
>>> Is there a way to do this that I'm not finding?  Or is it possible to
>>> see this modified to behave in this or a similar way?
>>>
>>> Kevin
>>>       
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>   
In my personal experience, the download from the bank usually contains a 
lot of info that I don't need, such as references to their internal 
records.  Thus I can tell at a glance whether a particular entry was 
manual or downloaded.  To me, I want to differentiate between records 
that matched to downloaded bank records and those that did not match 
before I do a paper based reconcile.  Those that did not may be 
duplicates or mistakes.  After the paper reconcile, I no longer care.

David Carlson