<div dir="ltr"><div style>I thought the numbers were "Not Marked Count" + "Not Reconciled Count". "Not Reconciled Count" = "Not Marked Count" + "Cleared Count". I think I prefer this to the "Cleared Count" since this number doesn't tell me much the way I use KMM. So for example where you now show 6+15 I would like to see 6+21.</div>
<div><br></div>The "cleared" state means a lot to me. For example, when I download my credit card transaction from my bank, none of the transactions are marked. I manually match each transaction to the credit card receipt and click the "Accept" button. This marks the matched transactions at "Cleared". When I get my credit card statement and reconcile the account I simply enter that end date of the statement and if everything was done correctly the statement is in balance because everything up to that date is already marked "Cleared". Once they are reconciled they are all marked "Reconciled".<div>
<br></div><div style>Therefore the "Unmarked" state tells me how many downloaded transactions I have that I have not matched to a receipt. This helps me track down missing receipts before they are lost forever. In my example above 6+21 tells me I have 6 missing receipts and 21 transactions since I last reconciled this account. I don't care that I have 15 cleared transactions.</div>
<div style><br></div><div style>I don't think an additional column will use much additional screen space since you are already displaying both numbers and a plus sign. If each of the 3 new columns (balance status, not marked count not reconciled count) could be enabled separately then anyone with limited space could decide which if any they want to see. The way it is now is a little confusing and I separate columns would eliminate the confusion without having to read the manual.</div>
<div style><br></div><div style>I realize that everyone does not use KMM the same way. In a prefect world KMM would have the option to show columns with "Not Marked Count", "Not Reconciled Count" and "Cleared Count" and let the user decide. Of course in a perfect world I would be a better programmer and could add this myself so I'll take what I can get:-) The most important number to me is the "Not Cleared Count" and I am very grateful that you have added that.</div>
</div><div class="gmail_extra"><br clear="all"><div><font face="tahoma, sans-serif"><b><br>----<br>Brendan</b></font><br></div>
<br><br><div class="gmail_quote">On Thu, Jan 10, 2013 at 7:54 AM, Jack <span dir="ltr"><<a href="mailto:ostroffjh@sbcglobal.net" target="_blank">ostroffjh@sbcglobal.net</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div class="im">On <a href="tel:2013.01.10%2005" value="+12013011005" target="_blank">2013.01.10 05</a>:50, Allan wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<snip><br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
And, to tell you the truth, I don't really understand the difference between "cleared" and "reconciled". I think that "cleared" is just an intermediate state which transactions could end up in if the automatic reconciliation procedure hasn't been successful. Since I never use this workflow I am not sure, though.<br>
</blockquote>
<br>
I've never actually looked for a definition, but my take on this is -<br>
</blockquote></div>
I'd say it works differently for different types of accounts.<div class="im"><br>
<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
1) manually enter transaction - unmarked.<br>
</blockquote>
<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
2) download statement and if it tallies - cleared.<br>
</blockquote></div>
I often manually mark transactions cleared if I check the account on-line, even if I don't download anything. I find this of most use to follow which checks have not been cashed yet.<br>
<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
3) reconciled - reconciled.<br>
</blockquote>
This implies that your KMM account matches a statement received from the bank or credit card company. I suppose you could reconcile to any on-line balance, but it makes the most sense for accounts where you get a regular statement.<br>
<br>
While I do see this feature as being useful, I have few accounts that would ever show 0+0 here. For my credit card accounts, by the time I reconcile, it is two weeks after the closing date of the statement, so if I have done an online update, I have transactions in that period that are cleared, but won't be reconciled until next month. Even stranger, the online balance is often a day old, so I download a transaction from yesterday, but the online balance is from two days ago. That last transaction is marked cleared, but the balance does not match the online balance. For my checking account, I often manually enter checks that I know won't clear for a long time - and I can even reconcile the account with those transactions unmarked.<br>
<br>
I have a whole conversation ready to discuss reconciling investment accounts, but I'll leave that for a different time.<span class="HOEnZb"><font color="#888888"><br>
<br>
Jack</font></span><div class="HOEnZb"><div class="h5"><br>
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