Search found 77 matches

by Torakikiii
01 November 2017, 10:02
Forum: iCompta (Mac)
Topic: Moving to a new bank
Replies: 4
Views: 64

Re: Moving to a new bank

Happily, the copy and paste thing worked for categories and for budgets too.

This is seriously cool and time saving.
by Torakikiii
29 October 2017, 17:07
Forum: iCompta (Mac)
Topic: Moving to a new bank
Replies: 4
Views: 64

Re: Moving to a new bank

No, in fact I don't want to change them, I'd love to keep them. But maybe it wasn't clear that I am going to create a new file too, because the way the new bank export the data it is different from the old, so they don't mix well. Moreover, the "new" account is actually an old one, been used for a w...
by Torakikiii
28 October 2017, 10:20
Forum: iCompta (Mac)
Topic: Moving to a new bank
Replies: 4
Views: 64

Moving to a new bank

Hi there, I'm in the process of moving to a different bank. This will mean I'll have to manually enter and organize all my category tree, something I carefully tailored during the years. Bummer, unless I'm hopefully overlooking something. Wouldn't it be a good idea to be able to have a "global" butt...
by Torakikiii
23 September 2017, 09:30
Forum: iCompta (Mac)
Topic: 2 suggestions
Replies: 3
Views: 247

Re: 2 suggestions

No fuss! Just remember to create a new config and yeah you've got to fill it from scratch the first time but then I can have a new_site / old_site config. People from my bank seems to love to fiddle with the cdv structure so from time to time it changes the starting line, the column separator and so...
by Torakikiii
23 September 2017, 09:22
Forum: iCompta (Mac)
Topic: 2 suggestions
Replies: 3
Views: 247

Re: 2 suggestions

Hi, my bank just transitioned to a new layout/system and things are quite shaky at the moment. Sometimes it works and sometimes it doesn't! They still have the old site online just in case. The problem is that the CSV file they export is different between the old and new site and this drives me craz...
by Torakikiii
02 September 2017, 11:58
Forum: iCompta (Mac)
Topic: Mortgage
Replies: 3
Views: 352

Re: Mortgage

Ok but... let's say I payed 1 installment

1) I download the new bank statement
2) I transfer the transaction to the Mortgage account
3) I change the status of the planned transaction for that month to created

Rinse and repeat for every month.

Is that correct?
by Torakikiii
02 September 2017, 11:15
Forum: iCompta (Mac)
Topic: Mortgage
Replies: 3
Views: 352

Mortgage

Hi, lately I've been using iCompta to track my mortgage. I created a new account of the kind lending (it's prestito in italian not sure of the translation). So far so good for the first 2 months. My mortgage is flexible... I can mix periods of a fixed rate with variable rate in 2/5 years periods. Wi...
by Torakikiii
23 August 2017, 17:35
Forum: iCompta (Mac)
Topic: Planned transactions
Replies: 1
Views: 135

Re: Planned transactions

forget it! Don't ask me why but when opened with the new version my last 3 planned transactions inputed today had the status changed from planned to created, that explain it all.

You can delete this topic if you want.
by Torakikiii
23 August 2017, 17:29
Forum: iCompta (Mac)
Topic: 2 suggestions
Replies: 3
Views: 247

2 suggestions

Hi there, let me propose you something you might want to consider in a future version 1) preview the new total when importing new transactions. Sometimes when I import lot of transactions some gets imported again or skipped because either I changed something in my transaction list or whatever reason...
by Torakikiii
23 August 2017, 17:19
Forum: iCompta (Mac)
Topic: Planned transactions
Replies: 1
Views: 135

Planned transactions

Hi, I just updated to the latest version. Previously my planned transactions would show in the budget screen as a different (lighter) color tone of the category, Now everything is the same main color. Moreover the planned text shows zero, while the total is for sure accounting for the planned transa...