Re: Register change in 1.3.7
On the other hand, if I could get a "sort order" option on the reconcile window so that I could make it match the ordering on my bank statements, I would be just overjoyed...:) Let me ask how you see this working. So you want to reorder them by hand, right? Would you need to see the order again later, or just while you were reconciling? No, I don't want to reorder them by hand. A simple "sort order" menu like the register window has would suffice. Both my wife and I write checks on the account, using two different checkbooks. As a result, if you sort the checks by date (as does the reconcile window), they will be out of order numerically. To reconcile things against what the bank thinks, I have to pass through the list three or four times. If, instead, things were listed in item number order (with unnumbered items at one end or the other) like "that other program" did, reconciliation would be quite a bit quicker. jon Jonathan Corbet Executive editor, LWN.net [EMAIL PROTECTED]
Re: Register change in 1.3.7
On the other hand, if I could get a "sort order" option on the reconcile window so that I could make it match the ordering on my bank statements, I would be just overjoyed...:) Let me ask how you see this working. So you want to reorder them by hand, right? Would you need to see the order again later, or just while you were reconciling? No, I don't want to reorder them by hand. A simple "sort order" menu like the register window has would suffice. Both my wife and I write checks on the account, using two different checkbooks. As a result, if you sort the checks by date (as does the reconcile window), they will be out of order numerically. To reconcile things against what the bank thinks, I have to pass through the list three or four times. If, instead, things were listed in item number order (with unnumbered items at one end or the other) like "that other program" did, reconciliation would be quite a bit quicker. Ohhh, I understand now. I don't write many checks, and my bank orders ATM and debit card transactions (the bulk of my statement) by date. Well, this makes things much simpler. I'll just add a menu like we have in the register. My initial impression is to have separate orders for debits and credits. thanks, dave
Register change in 1.3.7
I'm curious... 1.3.7 appears to have changed the register by swapping the "deposit" and "payment" columns. I suspect I'm far from the only person in the lamentable position of making rather more payments than deposits; thus this change just added a keystroke to almost every entry I make. Is there a reason why that was done? jon Jonathan Corbet Executive editor, LWN.net [EMAIL PROTECTED]
Re: Register change in 1.3.7
I'm curious... 1.3.7 appears to have changed the register by swapping the "deposit" and "payment" columns. [...] If you like, we can add an option to switch them back. Dangerous talking...who's ever going to say they don't want you to add something? If such an option existed, I would make use of it. If I could switch the date and number columns, I would do that too. But, in either case, one learns to cope and rewire the finger patterns... so I can't honestly say that I think you should put this at the top of your todo list. On the other hand, if I could get a "sort order" option on the reconcile window so that I could make it match the ordering on my bank statements, I would be just overjoyed...:) jon Jonathan Corbet Executive editor, LWN.net [EMAIL PROTECTED]
Re: Register change in 1.3.7
I'm curious... 1.3.7 appears to have changed the register by swapping th "deposit" and "payment" columns. [...] If you like, we can add an option to switch them back. Dangerous talking...who's ever going to say they don't want you to add something? Well, true, but it's important to keep our users happy :) On the other hand, if I could get a "sort order" option on the reconcile window so that I could make it match the ordering on my bank statements, I would be just overjoyed...:) Let me ask how you see this working. So you want to reorder them by hand, right? Would you need to see the order again later, or just while you were reconciling? thanks, dave
RE: Register change in 1.3.7
From: Dave Peticolas[SMTP:[EMAIL PROTECTED]] On the other hand, if I could get a "sort order" option on the reconcile window so that I could make it match the ordering on my bank statements, I would be just overjoyed...:) Let me ask how you see this working. So you want to reorder them by hand, right? Would you need to see the order again later, or just while you were reconciling? I would suggest that a) reconciled items ordered before unreconciled items b) unreconciled items be ordered by transaction date c) reconciled items ordered in order of clicking on them i.e. As I read down my statement I find the next item find it amongst the unreconciled items click on reconcile and it moves to below the last reconciled item. I would like to be able to get back to that view. - Chris
Re: Register change in 1.3.7
I would suggest that a) reconciled items ordered before unreconciled items b) unreconciled items be ordered by transaction date c) reconciled items ordered in order of clicking on them i.e. As I read down my statement I find the next item find it amongst the unreconciled items click on reconcile and it moves to below the last reconciled item. I would like to be able to get back to that view. - Chris This sounds like it could get confusing. Click on a transaction, then poof, it moves. If you know what is going on, then it would make sense, but if you don't know what's happening, then it could be confusing. However... One way to implement your request would be to use a number in the reconciled field instead of a character. In Quicken a "*" is used to note transactions that are cleared during the reconcile process. The "*" is changed to an "X" when the reconcile is complete. To implement this feature, replace the "*" with a number (or something else that can be sorted), then sort on that field first, followed by the date. Gerald
RE: Reconciliation order (was Register change in 1.3.7)
From: Gerald Champagne[SMTP:[EMAIL PROTECTED]] I would suggest that a) reconciled items ordered before unreconciled items b) unreconciled items be ordered by transaction date c) reconciled items ordered in order of clicking on them i.e. As I read down my statement I find the next item find it amongst the unreconciled items click on reconcile and it moves to below the last reconciled item. This sounds like it could get confusing. Click on a transaction, then poof, it moves. If you know what is going on, then it would make sense, but if you don't know what's happening, then it could be confusing. It should not be too confusing as the next item to reconcile should not be too far away and may be the very next item. Uncleared checks and transaction posted to the bank in a different order would however sit between the reconciled section and the next item on the statement. If focus remains with the moved item it should be fairly clear that all items above are reconciled and all below are not. You then read the next statement entry and start looking down to find it in the register. However... One way to implement your request would be to use a number in the reconciled field instead of a character. In Quicken a "*" is used to note transactions that are cleared during the reconcile process. The "*" is changed to an "X" when the reconcile is complete. To implement this feature, replace the "*" with a number (or something else that can be sorted), then sort on that field first, followed by the date. In this situation you would look up and down the register until you find your item click on reconcile (gnucash would automatically put in the next number) then you click on sort, all entries with a number are now sorted by number and those without are in transaction order below. At this stage you have much the same view. Which is better and easiest to use? The one in which the sort occurs as you go maintaining the running (to be) reconciled balance in which you only have to look down the register for the next item or the one in which you have to explicitly request the sort and you have had to bounce around the register to find you items? - Chris
