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assetgrid / assetgridapp

📊 A selfhosted data-driven personal finance manager 💸
https://assetgrid.app
GNU Affero General Public License v3.0
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Reconciliation screen #2

Open alex6480 opened 2 years ago

alex6480 commented 2 years ago

Totals are showed on the account page allowing for reconciliation.

But it is worth considering if there should still be a reconciliation mode, where the user can check each transaction as reconciled.

ghost commented 1 year ago

If your trying to reconciliation against a bank statement then there will almost certainly be a delay between the latest data recorded in the system and that on the statement so I'm not sure that the total at todays date actually helps that much.

But even assuming there was no delay I would personally like a reconciliation mode that allows me to check my records against bank statements as easily as possible, ticking them off one and one and then recording that fact that they have been reconciled.