Sep 21
Ability to update account balance if incorrect
I want to be able to easily update account balances when I notice they are incorrect. Call it "Reconciliation".
Completed
Jan 17, 2025
Fábio ! Thank you for your suggestion - I'm currently working on developing the system to let you mark transactions as Pending vs Cleared. This will be the first step of several to enable Reconciliation. Although your trial may be over by the time this goes live (in the next day or two), I hope these updates are enough :)
Jan 17, 2025
Igor, really good stuff! It's awesome to see a nice pace of development and engagement with the users. I am going to use my yearly subscription of YNAB until May when it expires but I'm keeping a tab on the stuff you guys are working on ;)
Jan 8, 2025
Adding to this, the ability to set transactions as cleared and uncleared. Could help with reconciliation. Uncleared -> cleared -> reconciled.
Jan 8, 2025
Fábio: good point. Reconciling without pend vs. clear would be a pain. Noted!
Done! Update to v1.51.0 to reconcile your accounts. How it works: 1. Choose an account you want to Reconcile and click the 3-dots in the top right. 2. Check your bank app for this account and decide if the balance is correct. 3. If yes, you're all done. 4. If no, you'll be asked for the correct balance, and then done. The app will create a Balance Adjustment transaction for the difference, if there is one. Thanks Fabio for your help with this feature. On to the next!