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[GH-ISSUE #5637] [Feature] Reconcile to given date #28216

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opened 2026-04-18 04:53:21 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-18 04:53:21 -05:00
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Originally created by @axelsimon on GitHub (Aug 27, 2025).
Original GitHub issue: https://github.com/actualbudget/actual/issues/5637

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Ideally, reconciliation should happen without having to create a "fake" reconciliation transaction to make up for the difference.

Trying to find any errors or missing transactions on a long period of time quickly gets very hard, but it's a lot easier to do with time checkpoints: end of March bank statement is at 1984 EUR and Actual shows the same balance at that date, great.

If one could reconcile up to a given date, it would make it a lot easier to do "checkpoint" reconciliation.

Of course, reconciling should happen often, but if you are starting a new account and importing historical data, this would be very helpful.

Describe your ideal solution to this problem

Instead of reconciling to now, allow users to reconcile to a given date.

Teaching and learning

When clicking reconcile, simply offer "Reconcile to now" by default and offer as secondary option "Reconcile to date"

Originally created by @axelsimon on GitHub (Aug 27, 2025). Original GitHub issue: https://github.com/actualbudget/actual/issues/5637 ### Verified feature request does not already exist? - [x] I have searched and found no existing issue ### 💻 - [ ] Would you like to implement this feature? ### Pitch: what problem are you trying to solve? Ideally, reconciliation should happen without having to create a "fake" reconciliation transaction to make up for the difference. Trying to find any errors or missing transactions on a long period of time quickly gets very hard, but it's a lot easier to do with time checkpoints: end of March bank statement is at 1984 EUR and Actual shows the same balance at that date, great. If one could reconcile _up to a given date_, it would make it a lot easier to do "checkpoint" reconciliation. Of course, reconciling should happen often, but if you are starting a new account and importing historical data, this would be very helpful. ### Describe your ideal solution to this problem Instead of reconciling to now, allow users to reconcile _to a given date_. ### Teaching and learning When clicking reconcile, simply offer "Reconcile to now" by default and offer as secondary option "Reconcile to date"
GiteaMirror added the feature label 2026-04-18 04:53:21 -05:00
GiteaMirror commented 2026-04-18 04:53:24 -05:00
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@github-actions[bot] commented on GitHub (Aug 27, 2025):

✨ Thanks for sharing your idea! ✨

This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

<!-- gh-comment-id:3228311045 --> @github-actions[bot] commented on GitHub (Aug 27, 2025): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses a voting-based system for feature requests. While enhancement issues are automatically closed, we still welcome feature requests! The voting system helps us gauge community interest in potential features. We also encourage community contributions for any feature requests marked as needing votes (just post a comment first so we can help guide you toward a successful contribution). The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+ Don’t forget to upvote the top comment with 👍! <!-- feature-auto-close-comment -->
GiteaMirror commented 2026-04-18 04:53:25 -05:00
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@youngcw commented on GitHub (Oct 6, 2025):

duplicate #1974

<!-- gh-comment-id:3372019678 --> @youngcw commented on GitHub (Oct 6, 2025): duplicate #1974
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