[GNC] Postpone Reconciliation
Stephen M. Butler
kg7je at arrl.net
Thu Nov 21 15:23:48 EST 2024
On 11/21/24 06:01, SFR via gnucash-user wrote:
> OK, there seems to have been some confusion between 'cleared' and
> 'reconciled' in the replies, but it is "clearer" now.
> I was a bit confused becaue I often 'c' items in an account when they
> appear on the bank statement, before reconciliation.
If you do an import of transaction the default is to mark them as
"cleared" so you don't have to manually do that at reconciliation time.
> Thanks all for the clarifcations.
>
> Barry
>
> On 20/11/2024 17:57, Stephen M. Butler wrote:
>> On 11/20/24 06:14, SFR via gnucash-user wrote:
>>> Sounds good, but I have found myself in a resumed recon, at a point
>>> well behind where I left off. Maybe I continued after a 'postpone'
>>> order and didn't postpone again. Is there a risk that the first
>>> postpone is not overridden if I postponed twice?
>> Not sure what you mean by "not overridden". The ONLY thing that
>> Postpone does is make any items you marked as Cleared will still be
>> marked that way after the Postpone. The only way to clear those now
>> is to uncheck them in the account register.
>>> I suppose I should just postpone once!!
>> I don't think it matters. If you are certain the items you checked
>> off are actually cleared (but you need to resolve something else),
>> then postpone as much as needed.
>>> ...
>>> Will the 'Y' be visible on the account before I recommence after a
>>> postponed recon?
>>
>> The "Y" says you not only cleared ("C") this item but it has gone
>> through a "Finish" so is totally reconciled. Those will stick around
>> unless you do something to clear them.
>>
>> The "C" is either from you checking that column in the account
>> register to mark it as Cleared, or, during a postponed reconciliation
>> process, you checked that item off and then POSTPONEd rather than
>> CANCELed.
>> At that point the "C" is sticky (saved) and won't change unless you
>> uncheck it at some point.
>>
>> Of course, at the end of the session, you could chose to not save the
>> file and thus throw away all that hard work. If you do save the
>> file, then those "check" items are as permanent as anything else in
>> GnuCash.
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