Feature Request: Reconcilliation Tools

Hi Thomas, et. al.,

I have a request. I had a heck of a time balancing my checking account this month. It would be very helpful if during reconcilliation kmymoney sorted the transactions into three groups: deposits, checks and direct withdrawals. This is how bank account statements are laid out in the US. Being able to sort transactions by amount or payee would also be great. It would also be helpful if Kmymoney would provide a running total of deposits marked as cleared and withdrawals marked as cleared. This helps a lot when things don't balance. If things aren't adding up, these totals would at least give the person balancing his or her account a direction in which to head.

Thanks very much for the continuing development of this outstanding program.

Vaughn

PS I apologize if all of the above features already exist and I'm just not seeing them.

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[Alvaro Soliverez]

Hello Vaughn,
right click on the column headers. There you can select the sort order. You can use the default, or set one specific for reconciliation.

Regards,
Alvaro

On Fri, Jul 25, 2008 at 9:42 PM, Vaughn Grisham <vaughngrisham@...> wrote:

Hi Thomas, et. al.,

I have a request. I had a heck of a time balancing my checking account this month. It would be very helpful if during reconcilliation kmymoney sorted the transactions into three groups: deposits, checks and direct withdrawals. This is how bank account statements are laid out in the US. Being able to sort transactions by amount or payee would also be great. It would also be helpful if Kmymoney would provide a running total of deposits marked as cleared and withdrawals marked as cleared. This helps a lot when things don't balance. If things aren't adding up, these totals would at least give the person balancing his or her account a direction in which to head.

Thanks very much for the continuing development of this outstanding program.

Vaughn

PS I apologize if all of the above features already exist and I'm just not seeing them.

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[Thomas Baumgart]

Hi all,

on Saturday 26 July 2008 03:41, Alvaro Soliverez wrote:

> Hello Vaughn,
> right click on the column headers. There you can select the sort order.
> You can use the default, or set one specific for reconciliation.

That is for account specific sort options. Use the application settings
dialog to set it application wide.

BTW: the enhanced sorting is available in 0.9 and above only.

> On Fri, Jul 25, 2008 at 9:42 PM, Vaughn Grisham
<vaughngrisham@...>wrote:

> > Hi Thomas, et. al.,
> >
> > I have a request. I had a heck of a time balancing my checking account
> > this month. It would be very helpful if during reconcilliation
> > kmymoney sorted the transactions into three groups: deposits, checks
> > and direct withdrawals. This is how bank account statements are laid
> > out in the US. Being able to sort transactions by amount or payee
> > would also be great. It would also be helpful if Kmymoney would
> > provide a running total of deposits marked as cleared and withdrawals
> > marked as cleared. This helps a lot when things don't balance. If
> > things aren't adding up, these totals would at least give the person
> > balancing his or her account a direction in which to head.
> >
> > Thanks very much for the continuing development of this outstanding
> > program.
> >
> > Vaughn
> >
> > PS I apologize if all of the above features already exist and I'm just
> > not seeing them.

--

Regards

Thomas Baumgart

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[Art Alexion-3]

On Saturday 26 July 2008 01:46:19 Thomas Baumgart wrote:
> on Saturday 26 July 2008 03:41, Alvaro Soliverez wrote:
> > Hello Vaughn,
> > right click on the column headers. There you can select the sort order.
> > You can use the default, or set one specific for reconciliation.
>
> That is for account specific sort options. Use the application settings
> dialog to set it application wide.

I understand Vaughn's request as my bank statements are sorted in the same
way.  I will use the column sort as Alvaro suggested for reconciliation, and
revert to chronological  for all other purposes.  So account specific works
in that regard.



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[Alvaro Soliverez]

You can set different orders for Register, Reconciliation and Search View. Check the settings in Configure KMyMoney --> Ledger --> Order

And then you can set it an account-specific order. Pretty flexible.

On Sun, Jul 27, 2008 at 9:14 PM, Art Alexion <art.alexion@...> wrote:

On Saturday 26 July 2008 01:46:19 Thomas Baumgart wrote:
> on Saturday 26 July 2008 03:41, Alvaro Soliverez wrote:
> > Hello Vaughn,
> > right click on the column headers. There you can select the sort order.
> > You can use the default, or set one specific for reconciliation.
>
> That is for account specific sort options. Use the application settings
> dialog to set it application wide.

I understand Vaughn's request as my bank statements are sorted in the same
way.  I will use the column sort as Alvaro suggested for reconciliation, and
revert to chronological  for all other purposes.  So account specific works
in that regard.


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