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Ticket #806 (closed enhancement: fixed)

Opened 2 years ago

Last modified 2 years ago

New Transaction Status for Online Banking

Reported by: talbrech@speakeasy.net Assigned to: sreilly
Priority: minor Milestone: Moneydance 2007
Component: onlinebanking Version: 2006.stable
Keywords: online banking reconcile Cc:

Description

I'm using Moneydance with Netbank, and love the fact that every night, I can download the transactions that have registered with Netbank by running the "Download Transactions", and that those transactions will "link up" with what I've manually input.

However, there doesn't seem to be any change made to those transactions in the register. I would like a way to be able to to look at the register and see the transactions that have "cleared" with Netbank. This way, I can look to see transactions like checks that have not yet registered with Netbank (oftentimes, these are old checks.)

Ideally, the nomenclature I would like would be as follows...

Uncleared
Transactions entered into Moneydance, but not yet noted at Netbank. This is currently noted by a blank field under "C"
Cleared
Transactions entered into Moneydance, and matched with Netbank transaction. There is currently no symbol for this. This is what I'm looking for.
Reconciled
Transactions in Moneydance, matched to Netbank, and reconciled via monthly statement. This is currently noted by a green check mark under "C"

Change History

11/30/06 15:09:57 changed by sreilly

  • status changed from new to closed.
  • resolution set to fixed.

Hi, I've just made a change so that a little 'i' appears in the right side of the description/payee column for all transactions that were downloaded online. I think this should provide a bit more information. This will be available in MD 2007 which will be available as a public beta very soon.