after importing all trans from other software, how do I perform first reconcile? How to set all trans to Cleared status so the reconcile program will mark them as Reconciled?
Hi whalento,
I have never reconciled my ledgers with the the kmymoney option. However, if you click on Account in main menu, you’ll find the menu point for reconciling. A little search is not a disadvantage … 
Another no orthodox way is to mark all transactions in the chosen ledger an let them mark as reconciled:
- Ctrl+a to mark all transactions
- right click to get the context mnenu
- click on Mark transaction as … and choose the option you wish.
I think I figured it out. I used the “mark all transactions” as Cleared for all trans prior to the current statement. Ran a recon for that statement, which marked all prior trans as Reconciled. Then I could run a normal Recon for the most current statement. If that causes any problems, someone please let me know.
A little search is not a disadvantage??? You assume I didn’t search???
I did more than a little search, user forums and documentation. You completely missed the point of my question. But no worry, I figured it out. Thanks for the reply.
@whalento: I think you do understand. The first time you ever reconcile an account in KMM, it effectively acts as if the previous reconciliation was just prior to the opening of the account, with a balance of 0. So for your first reconciliation, you just mark all transactions shown on the statement (and any you have prior to that statement) as Cleared, and the reconciliation process will end up marking them all as Reconciled.
@pin8: Reconciling in KMM is indeed completely optional and not necessary, but many users find it useful to confirm that your records in the program match the records at the bank or other institution. Yes, you could directly mark them as reconciled, but by using the full reconciliation process, it also remember the dates you did reconcile.
Perfect. Thanks again.
I think kmymoney should not allow manual reconciliation and only reconcile when the reconciliation program is run.
Otherwise it will make us unsure if a transaction was part of a reconciliation or not. If a transaction is entered within a reconciled range, it will be difficult to know if it was part of the previous reconciliation.
I also think kmymoney should not allow the additions of transactions into a date range of the ledger that has been reconciled. But that may develop many interdependencies between ledgers that we can’t deal with.
I also noticed that if you import transactions, and manually mark them reconciled, they are not marked accepted.
First, I believe there is already open a wishlist for the program to warn you if you make any change to a transaction that might affect the reconciliation status. It is clearly OK to edit a reconciled transaction if you are only changing the Payee or Memo, for example.
Next, if imported transactions are marked Reconciled for you, please check your configuration. In my case, imported transactions are left unmarked, which I believe is the default behavior. I don’t recall exactly where you can set this, but I’ll post later when I get a chance to look.
I tried to duplicate this to no avail (using master). Imported transactions have a little flag in the ledger to mark them as imported. As soon as you change the transaction (mark it or edit it otherwise), the flag is removed. That is by design. Also, how do you envision something being marked accepted?
Apologies - I misread that the import had marked transactions as reconciled, not that you had manually marked them. In that case, ipwizard’s comment/questions apply - any change to the transaction status should remove the imported flag.