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Add Transactions to Statement View

Posted by Support 
Add Transactions to Statement View
May 03, 2013 11:02PM
Use the Statement View window to view transactions as well as statements, using the same or possibly different columns. Add buttons to select what to view.

The design of this window contemplated internal background PalOMoney processing of the downloaded statements, however this is only one of the many import processing methods, and is currently not implemented.

Additional Information

While the Statement Item list is interesting to look at to see what's going on in with recent transactions, this list is not populated until Money processes the statements, except under the unimplemented Direct Update method. So the Statement Item list is not updated after the downloads until Money is opened.

However, after opening Money to process the downloads, and Money opens its statement view window during import processing, it is just too easy to read the statements and accept and categorize the transactions. The user's effort to read statements is directed to rapidly finishing, and does not lead to reflection. After the downloaded statements are processed, and the PalOMoney statement item list refreshed, all the new transactions have been processed and are no longer on the statement item list, so the list is not really useful for tracking recent activities. Adding a transaction view option would restore the functionality of seeing the short term trends in the user's personal finance.
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