[Kmymoney-devel] Review Request: Display the number of not marked transactions for every account on KMM's homepage

[Jack]

On 2013.01.10 05:50, Allan wrote:
> <snip>
>> 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.
> 
> I've never actually looked for a definition, but my take on this is -
I'd say it works differently for different types of accounts.

> 1) manually enter transaction - unmarked.

> 2) download statement and if it tallies - cleared.
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.

> 3) reconciled - reconciled.
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.

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.

I have a whole conversation ready to discuss reconciling investment  
accounts, but I'll leave that for a different time.

Jack