Bank imports and transfers

[lubos]

@Ealfardan

Users with access to receipts and payments can delete reconciled transactions.

This could be solved by implementing a lock on reconciliation. This would prevent making changes which could make already reconciled bank account unreconciled.

@Ealfardan

After importing, I have to manually delete receipts and payments and later post inter-account transfer. I can include this in my spreadsheet but this adds to the list of manual work.

I agree this is a problem and basically the reason why this topic has started. There is going to be workflow which will allow you to easily convert matching receipts and payments into inter-account transfers.

Ability to convert two transactions to a Inter Account Transfer

I would like to propose a feature whereby it allows to select two transactions and convert them to an Inter Account transfer. Since i work with two bank accounts in different currencies i would prefer to use the Inter Account Transfer when representing the movement of funds from one account to another, This allows to more accurately represent any gains or losses from the resulting exchange. Most of the time i am importing transactions into Manager by means of bank statements and this convert f…