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Clarification on automatic bank import requested
Hi, I am a consultant evaluating this software for personal use as well and on behalf of my clients. As far as I can tell there are 2 ways to enter transactions, either manually or by waiting a couple of days for them to show up through the automatic bank import. When I had entered them manually, both deposits and expenses, the automatic bank import duplicated all of my manual transactions. It would be much more useful if the automatic bank import would match my manual unpaid transactions and mark them paid instead.
Having the transactions automatically added is very cool but often it is much more useful to enter the transactions at the time the check is written or the deposit made. This makes the net cash worth on the dashboard a useful and meaningful number reflecting all the checks written not just what has cleared. Automatic bank import adding unentered transactions and matching entered ones would make this program a functional tool. Having to wait for transactions to clear the bank to show up in the accounting package or having to remove duplicates every day is just very cumbersome. Have I missed something? Am I doing something wrong?
Additionally, a field on the dashboard with a running total of profit for the year would be good too.
Thanks,
Ed
Having the transactions automatically added is very cool but often it is much more useful to enter the transactions at the time the check is written or the deposit made. This makes the net cash worth on the dashboard a useful and meaningful number reflecting all the checks written not just what has cleared. Automatic bank import adding unentered transactions and matching entered ones would make this program a functional tool. Having to wait for transactions to clear the bank to show up in the accounting package or having to remove duplicates every day is just very cumbersome. Have I missed something? Am I doing something wrong?
Additionally, a field on the dashboard with a running total of profit for the year would be good too.
Thanks,
Ed
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Inappropriate?Hi Ed,
It would be cool if the system recognized duplicates that were manually entered, but it doesn't yet. Maybe you could pick one method of data entry and stick with it until we're able to upgrade the system.
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Inappropriate?Hi Steve,
Thanks for responding so quickly. I can live with one method of data entry as long as you can assure me that you understand what I want the system to do and that, at some point, your company will implement this change.
Split transactions is another feature that will be really useful too.
Thanks,
Ed1 Comment Add a comment
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Ed, the path of our product depends on what the majority of the users want and what we decide to implement. We like your idea, but make no special promises.
Splitting expenses and deposits is a feature we are going to implement very soon. -
Inappropriate?Hi Ed,
We are planning on doing both of those features, but the only thing we can assure you of is that we have all of our user's best interest at heart. I hope that's good enough. :)
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