MW 2.0 Account totals
In MW 2.0 the account balances shown in the Accounts view no longer reflect all open transactions.
There is at least one other thread on the need for a schedule manager to allow future transactions to be shown, so I will restrict this comment to manually entered future transactions.
If i choose to mark these as Open, that is because I know they are going to be taken from my account (usually in the next few days) and wish the shown account balance to reflect this. If I did not want that, I would leave them as Pending.
For me, and I suspect others, it is unhelpful and makes no logical sense to have the balance at today's date shown. After all, it does not even reflect the likely balance at the bank - purchases I have made today are included in the balance even though they will not be presented to the bank for one or two days.
So please - can we at the very least have a preferences option to have the balances reflect all Open transactions - as was the case with MW 1.7?
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2 Posted by Bill Lee on 09 Feb, 2012 05:52 PM
I'm not sure if we are having the same issue but in 2.0, my balances were not calculating (only the last 10 were showing a balance and it was incorrect. I went to the initial balance for a particular account and changed the total by 1 cent and all the transactions calculated. I then changed it back to the correct amount. That triggered something in the database to do what it was supposed to do. Hope this helps.
3 Posted by roger on 09 Feb, 2012 06:49 PM
Thanks Bill, but no - that is not the issue. All the balances (left-hand pane under the account view) are calculated but only up to today's date - not future transactions that have been set to Open as explained in my comment.
4 Posted by roger on 09 Feb, 2012 07:00 PM
As a follow-up to this. in the heading of the Accounts/Cash flow pane, MW 2.0 claims that the accounts are under the cash flow balance - by the total of the future Open transactions. This is part of the same bug/feature.
Support Staff 5 Posted by Tamara on 10 Feb, 2012 04:19 PM
Hello,
Yes, there was an issue where MoneyWell was not counting open transactions with a future date. It should be fixed in 2.0.1. Are you still seeing that problem?
Tamara
6 Posted by roger on 10 Feb, 2012 04:23 PM
Thanks Tamara
Yes - still there in 2.0.1
Roger
Support Staff 7 Posted by Tamara on 10 Feb, 2012 04:25 PM
Thanks, Roger. I'll ask the guys to take another look.
Tamara
Support Staff 8 Posted by Tamara on 10 Feb, 2012 04:29 PM
Roger,
Is it the bucket or account total that is not including future open transactions? Or is it both?
Tamara
9 Posted by roger on 10 Feb, 2012 04:34 PM
The account total does not include future open transactions. The budget total does.
Support Staff 10 Posted by Tamara on 10 Feb, 2012 04:58 PM
Thanks, Roger.
Support Staff 11 Posted by Michael on 12 Feb, 2012 03:42 PM
Hi Folks,
I've entered this one into our bug tracker and we'll be getting it fixed in the next release. Thanks for writing in.
best,
Michael Fey
***@nothirst.com
No Thirst Software LLC
Michael closed this discussion on 12 Feb, 2012 03:42 PM.