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Reconcile with bank statements

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Tumana 09.01.2008 00:07

Hi,

Great app, first of all. I would like to suggest a feature though. At the end of the week I usually compare my entries on sMoneybox with my online bank statement. It’s usually easy but I can’t always remember which entries have already been compared (reconciled) because they don’t always show up in the same order. It’d be nice to have a checkbox beside each entry on sMoneybox to mark it as reconciled — meaning it showed up on my bank’s website and the amount is the same as on sMoneybox. Any item not checkmarked would be items that haven’t showed up on the bank’s website (maybe the merchant hasn’t cashed the check yet).

Does that make sense?

Thanks,
ian

#1
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Tomáš Pavelka 11.01.2008 12:05

Tumana: Hello, thanks for your interest. To your question – we strive to make sMoneybox system as simple as possible and at the same time we want to satisfy most of our users. If there were wider demand for this function from more users, we will consider its implementation but we are not going to do this now.

#2
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Tumana 11.01.2008 17:47

Okay. Thanks. Maybe a couple other users will agree on its usefulness and will ask for it as well. ;)

Cheers,
ian

#3
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Tumana 10.03.2008 01:46

Follow-up:

I consider the ‘reconcile checkbox’ a pretty basic feature. The basic checkbook ledger – at least in America – has a little box for you to ‘X’ when the charge appears on your bank statement. A way to say “I’ve confirmed it was charged properly”. Thanks for the service. I think you guys have a really good app which would be only better by being able to reconcile charges.

Take care.

#4
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Tomáš Pavelka 31.03.2008 09:17

Tumana: We will see :)

#5
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Anonym 21.10.2008 18:05

Hi, excellent app… I agree with ian, a checkbox to reconcile would be excellent to keep record off all the records that are already in our bank accounts. Cheers…

#6
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