Search found 33 matches

by zh_olga
19 February 2018, 04:34
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 11
Views: 80

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: 20

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: 11
Views: 80

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: 20

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: 11
Views: 80

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
by zh_olga
17 February 2018, 16:41
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 11
Views: 80

Re: automatically make certain transactions into transfers

Ok could you please explain how to do it? Because I'm new to using rules and this one is a bit complicated to me. Does it have to be compound condition or a number of conditions? I couldn't find the action "Match a transaction" or anything similar For future - is there a guide to using the rules? Is...
by zh_olga
16 February 2018, 23:36
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 11
Views: 80

Re: automatically make certain transactions into transfers

Thank you, Angeman, this helps to make my payments to other cards into transfers to those cards. However, now with this rule, when I download the transactions from the accounts to where I've just made the transfer, I have a duplicate transaction, because these statements now reflect receiving the mo...
by zh_olga
14 February 2018, 18:46
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 11
Views: 80

automatically make certain transactions into transfers

Hi
How do I "teach" iCompta to automatically make certain transactions into transfers?
Is it possible?
Can I create a rule to do this?
by zh_olga
10 February 2018, 07:17
Forum: iCompta (Mac)
Topic: Chase US Error message for automatic download
Replies: 6
Views: 54

Re: Chase US Error message for automatic download

Error for Capital One bank too
by zh_olga
10 February 2018, 06:56
Forum: iCompta (Mac)
Topic: Chase US Error message for automatic download
Replies: 6
Views: 54

Re: Chase US Error message for automatic download

It never worked for me
I tried to program it once, but it didn't work and I gave up. Trying again.
It's the first one I'm trying to create