After all have been cleared, and my balance is 0, I click finish, and Money tells me that my account is current.Ĭan Money Manager EX do this? If it does, then I can't find a way to do it. If it does, I check mark that transaction as being cleared. I then painstakingly go through each and every transaction making sure that what I have matches the statement. Money then shows all transactions that have not yet been reconciled. I then enter in the ending balance from the statement into the ending balance field in the window. A window pops up which has last months ending balance as this month's starting balance. In MS Money, I click a link that say's "Reconcile this account" (or similar to that). I get a monthly statement from my bank which has opening and closing balances. Reports are over-the-top! The only thing that I don't understand is "Estimated Expenses" are ALWAYS ZERO in most reports, but are correct everywhere it counts.I'm guessing by the lack of replies that I didn't explain the issue very well, and I need to do a better job at explaining what I want to accomplish. You can edit them later! Single-char matching for Payee name! As you enter new Payees, you're prompted to save them. LOTS of filter choices and many time-frames for the transactions.ĮVERYthing is editable! Good built-in categories! Remembers last transaction date (if set) and can pre-select category:subcategory based on Payee (if set). The Bank Accounts page running total shows negative numbers if you blew it at the end of the month! Then, you have what's left for the current month! THIS keeps you honest! The Withdrawal, Deposit, and Balance are done right for quick visual scanning! You can set a Transaction filter to find things on this page, as it will be quite long by October. The best part is that you can start with NO budget and then review your expenses to see what categories were exceeded! Then, adjust the budget values until you see all green checks! You can copy the new month's budget from last month and make changes. Track them together, if funds are shared between them. Multiple databases: "Yours", "Mine", and "Ours". You can also track stocks and your car(s). App's start page is a GREAT look at month-to-date progress.
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