Feature suggestion - allow commenting at time of reconciliation

Colin Law clanlaw at gmail.com
Thu Apr 7 11:45:06 EDT 2016


On 7 April 2016 at 01:27, Benjamin Martens <bdmartens at gmail.com> wrote:
> Hi Russell,
> It's taken me a while to respond, after trying this out - Sorry.
>
> Unfortunately, while I can go to the other window to try add the comment,
> it is overwritten when the reconciliation window is closed, so this method
> doesn't work.

Well I have just tried it and it works for me.  I double clicked on a
transaction in the reconcile window, this opened up the transaction in
the register.  I then added a comment to the Notes field and hit enter
(it is important to hit enter to record the transaction) I then went
back to the reconcile window and continued reconciling.  When finished
I checked that the amendment to the transaction had not been
overwritten, which it had not.  Is that not what you are looking for,
or are you not following the same procedure as me?

Colin

>
> Any other ideas?
>
> Thanks
>
> On Thu, Jan 14, 2016 at 10:35 PM, Russell Mercer <rmercer206 at gmail.com>
> wrote:
>
>> Ben,
>>
>> I am pretty sure what you want to do is already possible.  If you have the
>> reconciliation window open, double clicking on any entry will take you to
>> that transaction in the account register.  You can make any changes as
>> necessary then once you record changes, they are reflected in the
>> reconciliation window.
>>
>> You can switch back and forth between the two windows as you need to, the
>> Reconciliation window does not lock anything out when it is open.
>>
>> Hope this helps.
>> Russell
>>
>> On Thu, Jan 14, 2016 at 7:20 PM, Benjamin Martens <bdmartens at gmail.com>
>> wrote:
>>
>>> On the whole, I love GnuCash, and am quite happy with the product.
>>>
>>> Something that has often been a frustration of mine is the inability to
>>> comment on individual items at the time of reconciliation.
>>>
>>> If I've imported my credit card bill (as a qfx file), I often get
>>> transactions that I need to do some research on.
>>> (ie, paypal [bunch of numbers] - dollar ammount).  Searching the dollar
>>> ammount in my email is a convenient way of finding the invoice for the
>>> particular item, allowing me to assign the appropriate category/account.
>>> The problem is that I will have several of these (& I am working on
>>> statements from months ago often, unfortunately), so that by the time I am
>>> done processing that statement and am able to open up the account and add
>>> a
>>> comment to the item to better describe the purchase, I have to look it up
>>> again.
>>>
>>> Would it be possible to enable editing / adding a comment to the
>>> individual
>>> transaction at the time the statement is being reconciled?  Would there be
>>> interest in this feature from others?  Am I missing a way of doing this
>>> that is already implemented?
>>>
>>> Thanks,
>>>
>>> Ben
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>>
>>
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