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[GH-ISSUE #1974] [Feature] Option to reconcile by date #7702

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opened 2026-04-10 17:40:19 -05:00 by GiteaMirror · 2 comments
GiteaMirror commented 2026-04-10 17:40:19 -05:00
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Originally created by @tavlima on GitHub (Nov 26, 2023).
Original GitHub issue: https://github.com/actualbudget/actual/issues/1974

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?

I have a handful of importers that pull data from my banking accounts/credit cards, which are marked as cleared (as they are already processed by the bank). But, sometimes, the balance doesn't match the banking statement and I need to manually reconcile.

It would be much easier if I could use an optional reference statement date when reconciling, so that I could go month by month, instead of clearing all checked status for the other months. I think this would be a great addition, especially now that #1789 is merged.

Describe your ideal solution to this problem

The reconcile popup would ask not only for the amount, but also the reference date, which would default to "today".

Teaching and learning

No response

Originally created by @tavlima on GitHub (Nov 26, 2023). Original GitHub issue: https://github.com/actualbudget/actual/issues/1974 ### 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? I have a handful of importers that pull data from my banking accounts/credit cards, which are marked as cleared (as they are already processed by the bank). But, sometimes, the balance doesn't match the banking statement and I need to manually reconcile. It would be much easier if I could use an optional reference statement date when reconciling, so that I could go month by month, instead of clearing all checked status for the other months. I think this would be a great addition, especially now that #1789 is merged. ### Describe your ideal solution to this problem The reconcile popup would ask not only for the amount, but also the reference date, which would default to "today". ### Teaching and learning _No response_
GiteaMirror added the needs votesfeature labels 2026-04-10 17:40:19 -05:00
GiteaMirror commented 2026-04-10 17:40:20 -05:00
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@github-actions[bot] commented on GitHub (Nov 26, 2023):

✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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:1826462205 --> @github-actions[bot] commented on GitHub (Nov 26, 2023): :sparkles: Thanks for sharing your idea! :sparkles: This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make 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 2026-04-10 17:40:21 -05:00
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@ToniCipriani commented on GitHub (May 2, 2024):

This is needed, not only credit card statements might not get issued on the day of a statement period end date, I have other accounts that don't produce statements for at least a month or two.

<!-- gh-comment-id:2089469675 --> @ToniCipriani commented on GitHub (May 2, 2024): This is needed, not only credit card statements might not get issued on the day of a statement period end date, I have other accounts that don't produce statements for at least a month or two.
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