edited January 2022 in Registers & Transactions (Windows)
In a Banking Register you can manually Reconcile\Clear\Unclear Transaction entries. I manually Reconciled a Transaction in an Investment Register...and now I cannot UNCLEAR it. Left or right clicking on the CLR field of the entry....no options open to Clear\Unclear. Is there a way to change this Investment Transaction from Reconciled to Clear...?
Delete it and re-enter it. Then mark it "c"leared.
BTW, reconciling a transaction assumes that the transaction has cleared your financial institution. If you truly reconciled the account to a bank statement where that transaction is included, I see no advantage in changing a transaction from reconciled back to cleared.0
The Transaction happens to be a Transfer from a checking to the Investment register....so if I Delete it will also delete the corrsesponding entry in Checking and alter the ending Balances in both accts. Maybe the re-entry and doing it again as a Transfer between accts....will add the amt back to both the checking and Investment accts. Not sure I would go thru all of that; was hoping for an easy way to make the change. It really gets involved with a Split Transfer from checking to Investment accts...and maybe it is best to leave as is. Thanks0
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