[moneydance] Reconcile "As Of" checkbox disabled

[noramar@comcast.net]

Fuzzy,

Actually, I would say there is a third school of thought.

3. I enter transactions as I incur them. This includes checking, savings, credit cards and cash. About once a week I download from banks and reconcile my bank accounts. For credit cards, I download and reconcile once a month. And I reconcile my cash about once a month as well. I've set up a "bank" account called Cash and recocile uncategorized expenses at the end of the month to a Miscellaneous expense account.

I love Moneydance. And thanks for the calendar in the date field. I kept having to look at the reminders calendar when I wanted to enter a future transaction and needed to know the date of the week. 

This, by the way, is my "budgeting" method. I have reminders for ALL recurring transactions set up to enter automatically 90 days ahead. I've never been able to understand the budgeting module in MD, and Quicken wasn't any easier. This works for me.

MD Rocks!  :)

Nora

-------------- Original message -------------- 
> There are two schools of thought on downloading: 
> 
> 1. Downloading is a data-entry convenience. I do not check the data as 
> I download it, I just dump it into Moneydance, and I will check it 
> over when my paper statement comes. 
> 
> If this describes you, then you want to un-check the "As Of" setting, 
> and then manually check off items as you compare them to the statement. 
> 
> 
> 2. When I download data, I compare the downloaded data as I enter it, 
> with the receipts in my wallet, or with my own mental recollection 
> of what I've spent. As a result, I am doing my own "reconcile" 
> throughout the month, and when my paper statement arrives, it is a 
> waste of my time to go through the whole comparison once again. I 
> just want my statements to match, and not to be bothered with the 
> comparisons again. 
>