Bank Reconcile Periods

Feature

Starting with Goldenseal accounting software version 4.4, it is easier to use Reconcile Periods to mark off bank transactions that have cleared.

When you add a new year's worth of Reconcile Periods, Goldenseal will automatically remove all past periods from menus. That way you won't need to look at such a long list of potential periods.

NOTE-- When you use the Find command, Goldenseal still fills in all reconcile periods, since you may want to find items reconciled in a previous period. You can also hold down a modifier key (e.g. Shift) to see all periods.

Suggested By

User feature request.

How to Use

At the start of a new year, do the following to add a new set of Reconcile Periods for the year:

1. Choose Other Lists from the Options menu, and choose Reconcile Periods from the submenu.
2. Click the Add Periods button.
3. When asked to confirm whether to add new periods for the year, click OK.
4. Goldenseal will automatically create twelve new periods for the current year. It will also mark all past periods, so they don't appear in menus.

If you still want to display some periods from the previous year, follow these steps:

1. Choose Other Lists from the Options menu, and choose Reconcile Periods from the submenu.
2. Double-click on the period you'd still like to see.
3. Turn on the Include In Menus checkbox.
4. Click OK.

HINT-- If for some reason you want to see past periods in the Reconcile Period field, hold down a modifier key when you click the popup button. It will then show all available periods.

Technical Details

Programmer note-- new code in CReconcilePeriod::CreateReconcilePeriods and CReconcileClairvoyant::BuildEntryArray.