Phil, MoneyWiz 1 did not have a way to exclude unreconciled transactions from the account balance, only the pending transactions (which are not the same feature in MoneyWiz).
To exclude pending transactions from the account balance, please tap/click on the balance button at the bottom to add or remove the red flag from there (red flag represents pending transaction).
Old post, but I'll chime in. Money wiz 1 had a way to exclude unreconciled transactions from the running account balance. Let me know if I'm off base with this, but why can't I do this in V2??
Greatly improved reconcile mode is on our to-do list and we will implement it. We cannot say when yet, unfortunately but it is definitely high on our to-do list!
I really do agree. Good facility for reconciliation was promised in v2 and then in March. We are nearly in April. Where is the new facility Moneywiz?
I agree. I am a longstanding Pocket Money user who has already purchased MoneyWiz for iOS & Mac. I cannot transition from Pocket Money to MoneyWiz, however, until proper Reconciliation (against a specific ending balance) has been setup. I have been waiting patiently since last October for SilverWiz to add this feature to MoneyWiz. Please do this!!!
No. I look for reconcile my operations listed on the bank statment and these i have writen on Moneywiz.
I had this feature in Microsoft Money, and it is the last thing missing in Moneywiz to be perfect.
In Moneywiz there is a reconcile capacity but not a state of balances of operations on each account. It's very important to know exactly how much you have on an account after you have reconciled the operation read on your bank statment.
Do you mean a Cashflow Forecast based on your historical data?