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Implemented

Real balance

Since several years, i wrote i'am looking for a real balance same i had in MS Money. You said: it will be done in a future update, but unfortunaly it's not the case yet. Have you a target day for that? When it will be done, your software will be perfect.

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Hi Tomoko,

In MoneyWiz 2.1 for Mac we have implemented an Advanced reconcile feature. But it's currently available on Mac only.

 

I would like to compare bank balance and running balance. I am quicken user switching to moneywiz, can't figure out if we can.

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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).


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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??

Very disappointing. At the risk of repetition it was mentioned as being in v2 at the end of last year! Now a proper reconcile system is just "high on our to do list". Thoughts of being kicked into the long grass come to mind Moneywiz cannot be taken as a serious contender until it has one of the most useful useful features is included. Please Moneywiz keep to your promises about the timing of programme features !!!

Hi all,


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!!!


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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.


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Do you mean a Cashflow Forecast  based on your historical data? 

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