marking multiple transactions

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paulrw
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Joined: 12 August 2015, 04:24

marking multiple transactions

Post by paulrw »

I'm doing an initial reconciliation in my accounts. I have thousands of transactions to mark. Is there a way to select multiple transactions and mark them all for validation?
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Angeman
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Re: marking multiple transactions

Post by Angeman »

No sorry it's not possible currently.
paulrw
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Joined: 12 August 2015, 04:24

Re: marking multiple transactions

Post by paulrw »

Oh, that really makes things difficult. Might be something to add for a future release?
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Angeman
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Re: marking multiple transactions

Post by Angeman »

Yes I guess… I think you're first one to attempt a reconciliation with thousands of transaction. Usually people start from their last bank statement.
paulrw
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Re: marking multiple transactions

Post by paulrw »

Still, being able to mark multiple items is helpful if one has made a mistake somewhere along the way, to quickly discover where a missing transaction may be.
paulrw
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Joined: 12 August 2015, 04:24

Re: marking multiple transactions

Post by paulrw »

Cyril, please do consider adding the ability to:

-select multiple transactions to mark/unmark for reconciliation
-add keyboard shortcuts so that marking and unmarking can go quicker.

Every month, I find myself wishing this was a feature, since I may have 50 or 60 or more transactions that need to be reconciled. Keyboard shortcuts or batch marking would make it much more convenient.

Thank you.
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Angeman
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Re: marking multiple transactions

Post by Angeman »

paulrw wrote:-select multiple transactions to mark/unmark for reconciliation
This will be added in version 6.
paulrw
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Joined: 12 August 2015, 04:24

Re: marking multiple transactions

Post by paulrw »

Great!

Do you have any info about what else is planned for version 6? And a rough idea of release date?
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Angeman
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Re: marking multiple transactions

Post by Angeman »

No sorry, no more info yet.
paulrw
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Re: marking multiple transactions

Post by paulrw »

Still looking forward to learning about V6. Please share some of your plans with us.
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