A checking system to validate bank statements against Financisto DB
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
- Started by
- Completed by
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.
---
Brilliant! I'd searched for such an option but obviously I'm blind. Many thanks :)
David
