Re: Find Transaction Result – Can’t change View

[Michael Hendry]

> On 19 Mar 2015, at 15:51, Derek Atkins <warlord at MIT.EDU> wrote:
> 
> Michael Hendry <hendry.michael at gmail.com> writes:
> 
>> I’m not so sure about Derek’s suggestion of marking the transactions
>> as “cleared” and later “reconciled”. Reconciliation involves
>> comparison of your books with a statement from elsewhere, and ensures
>> the two stay in step. 
> 
> Indeed, and the "statement" in my case is the reimbursement from my
> employer.
> 
>>    In the case of the loans to my children,
>> mentioned above, repayment is made by instalments - perhaps over
>> several years - and neither of these flags would be useful. I’d be
>> inclined simply to record the fact that a claim has been submitted in
>> the Description field of the transaction e.g. “A Stationer - claim
>> submitted to School B on dd/mm/yy”. By inspection of the account’s
>> register, you can easily spot a non-zero balance, find the claim that
>> hasn’t been paid, and know how much it’s overdue.
> 
> Yes, in YOUR case it's a loan, not a reimbursement.  Different can of
> fish completely.

I don’t want to come to blows here, but when you purchase an item for your employer, you’re making him a loan. The reimbursement happens when he pays you back.

> 
>> Call me pedantic, but I’m not comfortable with misuse of a feature
>> (the “reconciled" column) when there’s a more transparent way through.
> 
> It's not at all a misuse.

Hmm. I don’t believe this is the way the Reconcile feature was intended to be used, but if it works for you, that’s fine.

Michael

> 
>> Michael
> 
>> Please remember to CC this list on all your replies.
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> 
> -derek
> -- 
>       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
>       Member, MIT Student Information Processing Board  (SIPB)
>       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
>       warlord at MIT.EDU                        PGP key available