Automatic & Manual Reconcile Updates

Problem

The Preferences option to have manual or automatic updating in the Reconcile command doesn't work in Goldenseal 3.9 (it doesn't even exist in earlier versions).

When using the Reconcile command to reconcile checking accounts or credit cards, Goldenseal sometimes updates automatically, and sometimes don't.

Caught By

Turtle Creek staff.

Workaround

None. Right now, this new feature will just work randomly. Sometimes it will update automatically, and sometimes you'll need to hit the Update button to fill in values.

Solution

Goldenseal accounting software version 4.0 actually adds the code to make this feature work.

To change the updating in the Reconcile command, follow these steps:

  1. Choose Preferences from the Options menu, and choose Expenses from the submenu.
  2. Turn the Manual Updates for Reconciling check box on or off.
  3. Click OK.

If you turn Manual Updates on, you'll need to click the Update button, to fill in the list of reconciled items for a period.

If you turn Manual Updates off, Goldenseal will automatically fill in a list of reconciled items, when you open the Reconcile window, or change the statement period.

HINT-- You may prefer to use manual updates if you have huge numbers of items in the Reconcile window. Otherwise, it's probably more convenient to turn it off.

Technical Details

You'd think we'd know better, but this is an example the classic programmer error of setting up a variable, and then never giving it a value. So it just runs randomly.

After the d'oh moment, we added that one line of code that actually fetches a value from Preferences.