New user basic help !

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dgregori
Posts: 4
Joined: 01 January 2016, 20:14

New user basic help !

Post by dgregori »

I am a new iCompta user - just starting out in the new year. I have a few basic questions that hopefully someone can help me with.
1/ I have imported my current bank transactions via the website (BofA) however my balance on iCompta is not taking reflecting the base amount in my account - it thinks that my starting balance was $0.00 so everything is off. How to I edit this? I can't possibly enter 20 years worth of transactions...

2/ I can't manually add new transactions - every time I type in the dollar amount (income), it automatically resets to $0.00 and I can't save anything.

I'd appreciate the help, thanks and happy new year :)
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Angeman
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Re: New user basic help !

Post by Angeman »

dgregori wrote:1/ I have imported my current bank transactions via the website (BofA) however my balance on iCompta is not taking reflecting the base amount in my account - it thinks that my starting balance was $0.00 so everything is off. How to I edit this? I can't possibly enter 20 years worth of transactions...
Just create an "Initial Balance" transaction and enter the difference with your real balance.
dgregori wrote:2/ I can't manually add new transactions - every time I type in the dollar amount (income), it automatically resets to $0.00 and I can't save anything.
Can you make a screenshot of the list of currencies ?
dgregori
Posts: 4
Joined: 01 January 2016, 20:14

Re: New user basic help !

Post by dgregori »

This is what I am trying to do
This is what I am trying to do
Screen Shot 2016-01-01 at 11.34.04.png (46.63 KiB) Viewed 8303 times
- This is what I am trying to do
And this is what it reverts back to
And this is what it reverts back to
Screen Shot 2016-01-01 at 11.33.43.png (45.96 KiB) Viewed 8303 times
- And this is what iCompta reverts back to - how to I save the balance?
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Angeman
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Re: New user basic help !

Post by Angeman »

Try not to put a comma when you type the number. If it's not that, can you show a screenshot of the list of currencies by selecting the "Currencies" line in the left menu ?
dgregori
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Joined: 01 January 2016, 20:14

Re: New user basic help !

Post by dgregori »

Here's the screenshot of currencies
Screen Shot 2016-01-01 at 13.13.48.png
Screen Shot 2016-01-01 at 13.13.48.png (144.94 KiB) Viewed 8292 times
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Angeman
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Re: New user basic help !

Post by Angeman »

Ok nothing wrong there so it must be a problem with System Preferences > Language & Region. Can you make a new screenshot like this ?
1.png
1.png (110.81 KiB) Viewed 8277 times
dgregori
Posts: 4
Joined: 01 January 2016, 20:14

Re: New user basic help !

Post by dgregori »

Screen Shot 2016-01-02 at 05.43.40.png
Screen Shot 2016-01-02 at 05.43.40.png (77.3 KiB) Viewed 8268 times
here you are
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Angeman
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Re: New user basic help !

Post by Angeman »

Try to change the Region to "United States" and it should work.
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