Show pending totals for manual accounts (edited)
It would be helpful to see a "Pending" total (sum of all uncleared transactions) at the top of the account register in addition to the cleared account balance.
I enter transactions manually for certain accounts and being able to see a pending total would aid in reconciliation speed. As a workaround, I am selecting all transactions in the account, then deselecting uncleared transactions. It works, but it's slow, and many registers in other applications display pending, cleared and working balance values.
As a side note, when you manually enter transactions, the Status is Cleared by default. It would be nice to have a toggle to make the default Pending as I suspect many people entering transactions manually enter them the day the transaction is made and not on the posting date.
Comments
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When hovering over the account balance tooltip, it should tell you the total of pending transactions
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Thanks for sharing that. I don't see this actually. I also do not have my accounts linked. It might be that pending being displayed on hover does not work for manually entered accounts.
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Yes, you're right, I'm pretty sure it's only for linked accounts.
What might work better for you is to click the three dot menu at the top of the Status column, and use a filter to show only Pending or only Cleared. Then you should get a subtotal at the top of the transaction list.
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I personally agree that this is a smart idea —
For people who like to reconcile balances, this would give them that ability: -Bank Balance is X, -Transaction total is Y, see if you can find the missing transactions (or add manual reconile fix if needed, with the understanding that if it's marked 'cleared' it won't affect bank balance display).
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Rob Wilkens
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