Search found 1845 matches

by Angeman
18 February 2018, 22:16
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 9
Views: 55

Re: automatically make certain transactions into transfers

I'm not sure I understood correctly but if there is no way to identify precisely the transactions on which to apply the rules such as a unique name or amount then you can't do it with a rule.
by Angeman
18 February 2018, 08:59
Forum: iCompta (Mac)
Topic: compound condition in rules
Replies: 2
Views: 17

Re: compound condition in rules

Is the amount supposed to be a credit ? If no you should put -77.
by Angeman
18 February 2018, 08:58
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 9
Views: 55

Re: automatically make certain transactions into transfers

Currently your rule will make a transfer to Capital One CC for transactions in CHASE Checking which name contains both "CAPITAL ONE" and "MOBILE PMT", is this what you want ? If yes then your rule is OK.
by Angeman
17 February 2018, 20:09
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 9
Views: 55

Re: automatically make certain transactions into transfers

I can't tell you, it depends on what you want to match. If you want to make an action on transactions with a certain name then obviously you have to add a condition on the name, etc. For future - is there a guide to using the rules? Is there a description of what each of the actions actually does? B...
by Angeman
17 February 2018, 10:04
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 9
Views: 55

Re: automatically make certain transactions into transfers

You have to make the condition of the rule so that it only matches the transactions that should be a transfer.
by Angeman
14 February 2018, 22:46
Forum: iCompta (Mac)
Topic: automatically make certain transactions into transfers
Replies: 9
Views: 55

Re: automatically make certain transactions into transfers

Yes you can do it with the "Make a transfer" action in a rule.
by Angeman
12 February 2018, 09:13
Forum: iCompta (Mac)
Topic: Chase US Error message for automatic download
Replies: 6
Views: 53

Re: Chase US Error message for automatic download

Sorry I don't know why it doesn't work, it seems OFX Direct Connect is less and less supported by banks…
by Angeman
10 February 2018, 18:36
Forum: iCompta (iPhone / iPad)
Topic: iCompta 6 Lite x Full
Replies: 1
Views: 27

Re: iCompta 6 Lite x Full

The lite version only shows the names of the first transactions and then hides the others by displaying "LITE" instead of the real name.
by Angeman
09 February 2018, 08:53
Forum: iCompta (Mac)
Topic: Chase US Error message for automatic download
Replies: 6
Views: 53

Re: Chase US Error message for automatic download

Dit it work before ? Also do you have several "OFX direct connect" configurations for Chase or just one ?
by Angeman
09 February 2018, 00:10
Forum: iCompta (Mac)
Topic: Chase US Error message for automatic download
Replies: 6
Views: 53

Re: Chase US Error message for automatic download

You probably need to to activate "OFX direct connect" for "Quicken" on your bank's web site.