basnowden / budget-tracking

Cash flow tracking and budgeting application for Windows

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Account reconciliation #10

Open basnowden opened 3 years ago

basnowden commented 3 years ago

Overview

I want to be able to reconcile transaction accounts and mark reconciled transactions. I want this to be possible either via uploading an account statement and verifying discrepancies or fully manual.

Features

[ ] #8
[ ] Transaction Verification (Manual)
[ ] Transaction Verification (Automated)

basnowden commented 3 years ago

Automated reconciliation window should display "Transaction X of Y flagged" as window title. Visual comparison of manual and imported transaction data, with discrepancies highlighted. User options: "Keep manual", "Keep import", "Edit data" (manual), "Keep both", "Transactions are different" (unmatch).