A checking system to validate bank statements against Financisto DB

Registered by Pionir on 2011-04-27

A function to be able to mark transactions as "checked" against online/paper bank statements to ensure all transactions have been accounted for.

To go with this, a report/view to show unchecked items would be very useful.

Blueprint information

Status:
Not started
Approver:
None
Priority:
Undefined
Drafter:
None
Direction:
Needs approval
Assignee:
None
Definition:
New
Series goal:
None
Implementation:
Unknown
Milestone target:
None

Sprints

Whiteboard

Financisto already has this feature. For an individual transaction, you can go to edit the transaction and set its status (in this case reconciled). From the blotter, you can also go to the menu-> mass operations and check off all of the transaction you want to change the status for and set them to reconciled (or whattever status you want).
Also from the blotter screen, you can select the filter option at the bottom and set the status filter to show only unreconciled (or whatever).
Hope this helps.

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Brilliant! I'd searched for such an option but obviously I'm blind. Many thanks :)

David

(?)

Work Items

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