[moneydance] Can Find and Replace Plugin change Reconciled status? (was: Feature request: Batch Change for Tags?)

[Shaun Crossley]

Well, I'm in the process of migrating my girlfriend from Microsoft
Money to MoneyDance, and at the moment she's still working in MS Money
and I'm laboriously hand-reconciling Money to MoneyDance.  Since I
can't reconcile against two different sources (there's only one
reconciliation field, and I already reconcile that account against the
financial institution) I've created a Tag to indicate that a
particular transaction has been reconciled against Money.

I'd like to be able to do the following:

1. Find all reconciled transactions and tag them with a tag that
indicates they've been reconciled against my financial institution
2. Find all transactions that haven't yet been reconciled against
Money, and clear the "Reconciled" field
3. Perform a reconciliation against Money
4. Find all reconciled transactions and tag them to indicate they've
been reconciled against Money
5. Clear all reconciled fields
6. Find all transactions that have Tags indicating they were
originally marked as Reconciled (as per step 1)
7. Set the reconciled field accordingly so that I can reconcile
against my financial institution once again.

Yes, it's convoluted.  Not sure how best to do this.  I'm open to
suggestions!  :-)


Shaun Crossley



On Sat, Jul 4, 2009 at 1:23 PM, kmenningen tds.net<kmenningen at tds.net> wrote:
> No. I'd be a bit nervous to add that, too, because it could really mess up
> reconciliation. Could you explain the scenario when you'd need that?
> Importing from CSV? Would any improvements to the Reconcile window be a
> better alternative?
>
> Thanks,
>
> --Kevin
>
> On Sat, Jul 4, 2009 at 9:16 AM, Shaun Crossley <shaun at whatever.ca> wrote:
>
>> Thanks, your Find and Replace plugin is excellent and a much-needed
>> addition to MoneyDance functionality.
>>
>> Is there a way to use F&R to set/clear the "Reconciled" status?
>>
>> Shaun Crossley
>>
>>
>>
>> On Fri, Jul 3, 2009 at 4:43 AM, kmenningen tds.net<kmenningen at tds.net>
>> wrote:
>> >>Is this already possible and I just haven't figured out how?
>> > No, one of the reasons I wrote the Find and Replace plugin to have that
>> > feature is because there is no way to do that in MD.
>> >
>> > After using Find and Replace to fix up the tags on my old transactions, I
>> > then went into my Reminder transactions and put tags in there correctly.
>> For
>> > my personal situation, that alleviated the need to run Find and Replace
>> > again to change tags. Your situation might be different. You might also
>> > consider alternatives to tags, such as subcategories (and
>> subsubcategories).
>> >
>> > Good luck!
>> >
>> > --Kevin
>> >
>> > On Thu, Jul 2, 2009 at 8:33 PM, Shaun Crossley <shaun at whatever.ca>
>> wrote:
>> >
>> >> I would like to be able to select a range of transactions in the
>> >> register and apply or change tags for the entire batch.
>> >>
>> >> I just tried using the "Find and Replace" plugin and, while it will
>> >> let me do a batch tag change based on search criteria, it is not as
>> >> convenient as being able to simply select a range of transactions and
>> >> use the "Batch Change" interface (or something similar) to change tags
>> >> on the entire selection.
>> >>
>> >> Is this already possible and I just haven't figured out how?
>> >>
>> >> Thanks for the excellent product!
>> >>
>> >> Shaun Crossley
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>> >>
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