My credit union doesn't yet do electronic statements, so I've just spent the evening entering the last year's worth of transactions by hand. Tedious, but it's certainly forced me to get familiar with CB2!
Two thoughts have occurred to me:
1. When linking a withdrawal from one account to a deposit in another, I select "Transfer" when creating the entry, but it only applies to the entry in that account: the corresponding entry in the other account is there, but it's not labeled "Transfer" as well. It would be nice if CB2 labeled the two complementary transactions with the same Type here.
2. I'd sometimes like to be able to access transactions from several years back, but I don't want to maintain gargantuan account files -- it seems sloppy, and I've noticed a slowdown that others have mentioned on the forum where switching back to CB2 from another program usually causes a several-second dead period. I don't know that keeping smaller files will minimize this, but it seems like a good idea in any case.
While I can back up the .plist file as suggested in the help file, this won't leave them accessible to me from within CB2. I'd like to have (for example) "checking 2007," "checking 2006," etc. as separate accounts. This would be a snap if I had some way of duplicating an entire account within CB2: I could then simply strip the new entries out of the "last year's archive" version, and remove last year's entries (once everything's been reconciled) from the current year's version. Any chance of some functionality like this appearing, or is there a way to do this already that I haven't been able to figure out?
All in all I'm quite happy with the program -- many thanks!
Chris Jones
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