problems with reconiciling account in 0.9.3

[Jack Ostroff]

I now have several accounts I have reconcilied several times each, but  
when I restart KMM, it says never reconciled.  I noticed that if I  
reconcile, it doesn't let me save, but even if I make some other change  
and then reconcile, it doesn't seem to remember.  Also, many times I  
have tried to reconcile, that menu item is grayed out, and I have to  
save, close, and reopen to get it to allow me to reconcile.  Is this a  
known issue (I've searched, and not found anything) or should I report  
to the developers?

Jack

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[Thomas Baumgart]

On Monday 29 June 2009 23:11:12 Jack wrote:

> I now have several accounts I have reconcilied several times each, but
> when I restart KMM, it says never reconciled.  I noticed that if I
> reconcile, it doesn't let me save, but even if I make some other change
> and then reconcile, it doesn't seem to remember.  Also, many times I
> have tried to reconcile, that menu item is grayed out, and I have to
> save, close, and reopen to get it to allow me to reconcile.  Is this a
> known issue (I've searched, and not found anything) or should I report
> to the developers?

Did you ever press the 'Finish reconciliation' button (or used the
Account/Finish menu item)? Only in this case the reconciliation is finished
and get stored in the file. Did you read
http://kmymoney2.sourceforge.net/online-manual/details.reconcile.html ?

--

Regards

Thomas Baumgart

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[Thomas Baumgart]

Hi Jack Ostroff,

on Tuesday 30 June 2009 14:19:36 you wrote:

> On 2009.06.30 01:21, Thomas Baumgart wrote:
> > On Monday 29 June 2009 23:11:12 Jack wrote:
> > > I now have several accounts I have reconcilied several times each,
> >
> > but
> >
> > > when I restart KMM, it says never reconciled.  I noticed that if I
> > > reconcile, it doesn't let me save, but even if I make some other
> >
> > change
> >
> > > and then reconcile, it doesn't seem to remember.  Also, many times I
> > > have tried to reconcile, that menu item is grayed out, and I have to
> > > save, close, and reopen to get it to allow me to reconcile.  Is
> >
> > this a
> >
> > > known issue (I've searched, and not found anything) or should I
> >
> > report
> >
> > > to the developers?
> >
> > Did you ever press the 'Finish reconciliation' button (or used the
> > Account/Finish menu item)? Only in this case the reconciliation is
> > finished
> > and get stored in the file. Did you read
> > http://kmymoney2.sourceforge.net/online-manual/details.reconcile.html
> > ?
>
> I did hit the "Finish" button on the reconciliation wizard screen, but
> that did not do it.  Selecting the Account/Finish menu item did work.
> Is this perhaps a bug?

Finishing the wizard actually starts the reconciliation. While reconciling an
account, you should see two more buttons in the area between the ledger and
the transaction form, where those buttons to create / edit a transaction are.

One is labeled "Finish reconciliation" which executes the same action as the
"Account/Finish" menu entry.

p.s. Please respond to the mailing list.

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Regards

Thomas Baumgart

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[Jack Ostroff]

On 2009.06.30 13:56, Thomas Baumgart wrote:
> Hi Jack Ostroff,
> on Tuesday 30 June 2009 14:19:36 you wrote:
> > On 2009.06.30 01:21, Thomas Baumgart wrote:
> > > On Monday 29 June 2009 23:11:12 Jack wrote:

>>>> I now have several accounts I have reconcilied several times each,  
>>>> but when I restart KMM, it says never reconciled.  I noticed that  
>>>> if I reconcile, it doesn't let me save, but even if I make some  
>>>> other change and then reconcile, it doesn't seem to remember.  
>>>> Also, many times I have tried to reconcile, that menu item is  
>>>> grayed out, and I have to save, close, and reopen to get it to  
>>>> allow me to reconcile.  Is this a known issue (I've searched, and  
>>>> not found anything) or should I report to the developers?
>>>>

>>> Did you ever press the 'Finish reconciliation' button (or used the  
>>> Account/Finish menu item)? Only in this case the reconciliation is  
>>> finished and get stored in the file. Did you read  
>>> http://kmymoney2.sourceforge.net/online-manual/details.reconcile.html 
>>> ?
>>>

>> I did hit the "Finish" button on the reconciliation wizard screen,  
>> but that did not do it.  Selecting the Account/Finish menu item did  
>> work. Is this perhaps a bug?
>>

> Finishing the wizard actually starts the reconciliation. While  
> reconciling an account, you should see two more buttons in the area  
> between the ledger and the transaction form, where those buttons to  
> create / edit a transaction are.
> One is labeled "Finish reconciliation" which executes the same action  
> as the "Account/Finish" menu entry.

I had noticed the postpone and finish menu items, but I had not noticed  
the buttons on the screen, which I now see quite clearly.  I think my  
real job now is to follow up on an earlier suggestion that I contribute  
to the documentation.  I think I had been looking for the finish and  
postpone buttons on the reconcile wizard screen, not on the ledger.  
The docs don't really make it sufficiently clear that you have to  
complete the clearing of transactions AFTER you complete the wizard,  
and THEN "finish" the process.

Thanks for the great support for a great product.

Jack

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[Thomas Baumgart]

On Tuesday 30 June 2009 21:17:08 Jack Ostroff wrote:

> On 2009.06.30 13:56, Thomas Baumgart wrote:
> > Hi Jack Ostroff,
> >
> > on Tuesday 30 June 2009 14:19:36 you wrote:
> > > On 2009.06.30 01:21, Thomas Baumgart wrote:
> > > > On Monday 29 June 2009 23:11:12 Jack wrote:
> >>>>
> >>>> I now have several accounts I have reconcilied several times each,
> >>>> but when I restart KMM, it says never reconciled.  I noticed that
> >>>> if I reconcile, it doesn't let me save, but even if I make some
> >>>> other change and then reconcile, it doesn't seem to remember.
> >>>> Also, many times I have tried to reconcile, that menu item is
> >>>> grayed out, and I have to save, close, and reopen to get it to
> >>>> allow me to reconcile.  Is this a known issue (I've searched, and
> >>>> not found anything) or should I report to the developers?
> >>>
> >>> Did you ever press the 'Finish reconciliation' button (or used the
> >>> Account/Finish menu item)? Only in this case the reconciliation is
> >>> finished and get stored in the file. Did you read
> >>> http://kmymoney2.sourceforge.net/online-manual/details.reconcile.html
> >>> ?
> >>
> >> I did hit the "Finish" button on the reconciliation wizard screen,
> >> but that did not do it.  Selecting the Account/Finish menu item did
> >> work. Is this perhaps a bug?
> >
> > Finishing the wizard actually starts the reconciliation. While
> > reconciling an account, you should see two more buttons in the area
> > between the ledger and the transaction form, where those buttons to
> > create / edit a transaction are.
> > One is labeled "Finish reconciliation" which executes the same action
> > as the "Account/Finish" menu entry.
>
> I had noticed the postpone and finish menu items, but I had not noticed
> the buttons on the screen, which I now see quite clearly.  I think my
> real job now is to follow up on an earlier suggestion that I contribute
> to the documentation.  I think I had been looking for the finish and
> postpone buttons on the reconcile wizard screen, not on the ledger.
> The docs don't really make it sufficiently clear that you have to
> complete the clearing of transactions AFTER you complete the wizard,
> and THEN "finish" the process.

I went through the documentation myself and have to admit, that it is a bit
unclear. Needs new screenshots also. In case you want to have something
added, please take a look at

http://forum.kde.org/viewtopic.php?f=69&t=39132&start=30

where we currently collect additions to the documentation.


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Regards

Thomas Baumgart

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