So I got a call this morning from Darren, a lovely chap from LiveAccounts tech support (well, he sounded lovely at any rate, it’s hard to tell these things over the phone), attentive to the woes of my most recent LiveAccounts encounter.
I’m greeted with a mixture of good news and bad:
The first bit of bad news is that I can’t set up bank feeds for a bank account that’s a liability. I can of course set up my home equity loan account so that it appears as a negative asset. This will make my Balance Sheet look a bit weird of course, but I’ll go for this solution — I’d much rather compromise a little on this front so that I can have bank feeds.
The second bit of bad news is that no, I can’t change the bank account of a transaction after I’ve imported it. In other words, if I import a transaction into my cheque account, but I should have imported it into a different account, I can’t then re-allocate this transaction.
The third bit of bad news (Darren is sounding quite apologetic by now, and I’m feeling vaguely guilty for some reason) is that once you import a transaction into LiveAccounts, whether via a bank feed or a manual import, you can’t delete it. This seems pretty catastrophic to me – after all, the ability to delete your mistakes seems vital to someone as accident prone as myself.
Then comes the good news. If I ask nicely (and I’m being very nice at this point, I assure you) then the LiveAccounts mob can go ‘into the back end’ (is it just me, or does that sound weird?) and delete these transactions for me. Great. I explain to Darren what transactions I imported into the wrong account, and he assures me that it’ll be fixed by the time the sun comes up tomorrow.
By the way, Darren does take the time to explain the logic of this apparent inflexibility. Previously, the LiveAccounts team had the theory that if a transaction is imported from a bank account then it must be the gospel truth and that deleting this transaction could only cause pain and grief. Turned out that they hadn’t thought about people like me doing silly things such as importing transactions to the wrong bank account, or importing transactions as well as having a bank feed. Happily, Darren assures me that the ability to delete bank feed or imported transactions will be available in a future release.
Meanwhile, time for a cup of tea and some imaginary chocolate cake. (I’m on a no-sugar diet, so I just visualise chocolate when I’m having a cup of tea these days. A poor substitute indeed.)