Pre-check outstanding items in reconcile window
The reconcile function asks for a date/value before showing the reconcile window.
If there are a large number of items to reconcile, it is painful to click each item and check it off (even if using the arrow keys/space bar)
Can the reconcile window "pre-check" all the items up to the date the user has entered? This allows the user to unselect a smaller number of items that are not part of the reconcile, instead of selecting a large number that are.
For example: I get a bank statement from my bank. I enter the some of items from the statement into GC, others were already added when I wrote the cheques, etc. I got to reconcile with the last date on the statement. In my case the reconcile window pre-selects all the items up to that date. If I haven't missed anything, the reconciled sum should now be $0 and all I have to do is click OK.
Anonymous
shared this idea
The request to pre-check fully automatically will not be implemented however because it is backwards from a typical reconcile scenario and would confuse way more users than it would benefit.
The above workaround can be used by those who wish to work the other way around.
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AdminGeert Janssens
(Core Dev, GnuCash)
commented
You're welcome.
The Ctrl-A option was introduced with gnucash 2.6.0 which indeed was still brand new at the time you created your request (less than 2 months old).
So chances are you were still using 2.4.x at the time which indeed didn't have the more elaborate selection mechanisms.
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Anonymous
commented
Thanks for the update about CTRL-A. As far as I recall that wasn't available when I opened this issue.
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AdminGeert Janssens
(Core Dev, GnuCash)
commented
Re-reading my comment I see I forgot to mention the reconcile window allows you to select multiple items at once in a list.
So I propose this relatively short procedure to get pretty close to your request:
1. click anywhere in either the left or right hand side list
2. type Ctrl-A
=> All items in the list will be selected
3. type Space
=> All items in the list will be checked -
AdminGeert Janssens
(Core Dev, GnuCash)
commented
I can understand how such a feature would make your life easier. However I'm not sure this is a good idea as it weakens the reconcile concept. You are *supposed* to manually verify each transaction. That's the whole point of reconciliation. An end balance of 0 is no guarantee that the statement is correct with your recorded transactions. There could be bogus transactions that cancel each other out, or other errors that cancel each other out.