Search found 38 matches

by zh_olga
23 February 2018, 14:52
Forum: iCompta (Mac)
Topic: Splits report
Replies: 0
Views: 3

Splits report

Hi Angeman I'm trying to calculate the monthly averages of my categories in 2017 Splits report seems to be the right one for this purpose. Tell me if that's wrong, though However when I create a condition Date before 31/12/17 the report still shows the two months of 2018, which messes up the average...
by zh_olga
23 February 2018, 04:22
Forum: iCompta (Mac)
Topic: ET abbreviation
Replies: 1
Views: 12

ET abbreviation

What ET stands for?
You use it often throughout the app
by zh_olga
23 February 2018, 04:20
Forum: iCompta (Mac)
Topic: Loan payments to show up as expenses
Replies: 1
Views: 12

Loan payments to show up as expenses

Hi Angeman As I'm analyzing monthly expenses I noticed that the payments I make to Credit Cards or Car Loans are solely transfers. In my reports excluded all transfers by setting "linked account" to "none". But such reports don't take loan payments into consideration. With Credit Cards it's kind of ...
by zh_olga
23 February 2018, 03:18
Forum: iCompta (Mac)
Topic: Transactions vs Splits
Replies: 1
Views: 12

Transactions vs Splits

Hi Angeman

Could you explain what's the difference between transactions and splits?
I'm not sure I get the thinking behind having categories under "splits"
Also in reports you have separate windows for transactions and separate for splits - what is that for?

thanks
by zh_olga
21 February 2018, 18:51
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 12
Views: 108

Re: automatically make certain transactions into transfers

Oh my god,
How could one possibly known this exists in iCompta!?

Your software is filled with hidden gems, Angeman. But it takes 10 forum messages to get to know such a useful and straightforward function. Why don’t you describe it in help file? There are folks that actually read them ;)
by zh_olga
19 February 2018, 04:34
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 12
Views: 108

Re: automatically make certain transactions into transfers

yes they are easily identifiable by name - CAPITAL ONE MOBILE PYMT is name on all of them ( you can see this transaction on the screenshot right after the transfer) I tried to match the transactions with a rule like in screenshot, but that doesn't work. I believe this should be pretty common situati...
by zh_olga
18 February 2018, 18:55
Forum: iCompta (Mac)
Topic: compound condition in rules
Replies: 2
Views: 28

Re: compound condition in rules

This helps, thanks a lot!
by zh_olga
18 February 2018, 18:52
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 12
Views: 108

Re: automatically make certain transactions into transfers

No Angeman Can you see on the second screenshot that there’s a transaction with the same amount right after the transfer ? This is the one that downloads from the bank reflecting the receipt of the payment. How do I make my rules so that in the end I’m only left with one transfer from checking to ca...
by zh_olga
17 February 2018, 21:46
Forum: iCompta (Mac)
Topic: compound condition in rules
Replies: 2
Views: 28

compound condition in rules

Could you help me why isn't this compound condition working?
by zh_olga
17 February 2018, 21:45
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 12
Views: 108

Re: automatically make certain transactions into transfers

Ok
Here's an example
I made a rule to create transfer based on account and name
How do I make a rule so that transfer stays, but the incoming "mobile payment" goes away?

I have many credit cards which I pay regularly so such rule will really save me a lot of time