Discussed this with Jean Laroche on the mailing list, but wanted to document it here. Version: 3.902 I reconcile monthly, but download and import from my bank each day to view what's happening and clear transactions. After installing 3.902, and selecting an import file, I get a reconcile dialog that must closed and confirm for each account I import. Per Jean: "It cannot be turned off at the moment, but I think given your experience, there should be an option to disable it. I'll look into adding that if other devs agree." I believe others import without intending to reconcile and it would be beneficial to keep the two actions distinct. My suggestion is to not create an option to enable or disable, but to just leave the two actions separate. Importing and reconciling are, in my humble opinion, two different actions and having to click reconcile is not onerous. Jean was great and said he's look into it, but thought I should document. This certainly is not anything urgent, but probably a quick fix. Thank you everyone for the fantastic program. Michael
Myself, I always do some transaction cleanup before reconciling, and some accounts only get statements every 3 or 6 months, but I import transactions monthly, so I don't usually reconcile immediately after importing. I can see it may be useful for some people but should be implemented in a way that doesn't take longer if immediate reconciliation is not required.
Fwiw I agree with the sentiment of this bug report. Importing and reconciling are separate activities. The "point" or reason for this feature was, perhaps, that an ofx file may contain an account balance. It may be nice to store these balances in the book to be used for a later reconciliation, rather than immediately after import.
Yes, the point is that the ofx file provides a balance, which otherwise is difficult to retrieve. If you don't use the balance in the OFX file when you reconcile, then what do you use? I'm imagining the one on a paper statement or something like that? It's too good an opportunity to pass to have it in the OFX and not use it. But I do agree about not forcing that on anyone. I've changed the code and the current proposal is a check box in the matcher dialog to trigger a reconcile if the user so wishes but otherwise do nothing. That code isn't in master yet.
The PR (710) Jean referred to was closed without being merged, but the multi-ofx import that it depended on was merged. When I tried merging PR710 it had conflicts so I tried an OFX import and found that the match box does have a reconcile check box on it so it would seem that this *is* fixed. Please test with 3.904.
I confirm that this was fixed in 3.903 (I've been using it daily and it works as expected). There's a new checkbox in the matching dialog that allows you to trigger a reconcile after the import. If you don't the behavior is as before. I haven't tried 3.904 yet. J.
3.903 is good enough.
