diff options
| author | Calvin Morrison <calvin@pobox.com> | 2025-12-27 19:26:21 -0500 |
|---|---|---|
| committer | Calvin Morrison <calvin@pobox.com> | 2025-12-27 19:26:21 -0500 |
| commit | 5cf763ea3ba2a89acfa5f24422cc71e0ff7fb35b (patch) | |
| tree | ef3541cf3650eb14a46b2a54f1b63b1351c08082 /cashflow.ui | |
| parent | 5e9b299dfe95a7f99f029802089c047a392eee3a (diff) | |
Add reconciliation system with checkpoints and adjustments
- Add Reconciliation transaction type that appears as visible rows
- Reconciliation checkpoints show expected vs calculated balance
- Red background if out of balance, green if balanced
- Description shows balance status (Balanced or Out of balance by .XX)
- Create Adjustment button appears when reconciliation is out of balance
- Adjustment transactions automatically created to match bank balance
- Reconciliations always sort last on their date
- Auto-recalculate all reconciliations when any transaction changes
- Persistent projection months setting (1-24 months, default 3)
- Persistent date range between sessions
- Fix projection regeneration to start from rule start date
- Fix duplicate projections when converting to actuals
- Grey out irrelevant fields when Reconciliation type selected
Diffstat (limited to 'cashflow.ui')
| -rw-r--r-- | cashflow.ui | 15 |
1 files changed, 15 insertions, 0 deletions
diff --git a/cashflow.ui b/cashflow.ui index 4f34590..c69afdb 100644 --- a/cashflow.ui +++ b/cashflow.ui @@ -269,6 +269,11 @@ <string>Actual</string> </property> </item> + <item> + <property name="text"> + <string>Reconciliation</string> + </property> + </item> </widget> </item> <item row="2" column="0"> @@ -324,6 +329,16 @@ </property> </widget> </item> + <item> + <widget class="QPushButton" name="adjustmentBtn"> + <property name="text"> + <string>Create Adjustment</string> + </property> + <property name="visible"> + <bool>false</bool> + </property> + </widget> + </item> </layout> </item> <item row="3" column="4" colspan="2"> |