Budgets: iCompta 6

Discussions about iCompta on macOS
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chrisecurtis
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Joined: 16 January 2016, 18:30

Budgets: iCompta 6

Post by chrisecurtis » 26 January 2017, 11:23

I discovered that you cannot put the same category into two or more budgets. I have a monthly routine budget and an annual budget for "projects". When I used the same category in both (e.g. "garden" where there is routine spending and occasional projects) expenditure under that category appeared in the first budget I created (the monthly one) and did not appear at all in the annual one. I had assumed that the spending would appear in both budgets, to be compared with the budget and timescale set in each.
It's not a problem for me, as I was able to set up categories that were either monthly or annual (e.g. garden and "garden projects") but it puzzled me for a while and is not stated in the help (or if it is, I did not see it!)

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Angeman
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Re: Budgets: iCompta 6

Post by Angeman » 26 January 2017, 11:28

You can have the same categories twice but only budget will be matched by a given split of a transaction. So you can have "Garden" in your monthly budget and "Garden" in your annual budget but when you create a transaction with a "Garden" category the first budget will be selected automatically and then you can change it in the budget button of the right panel.

chrisecurtis
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Joined: 16 January 2016, 18:30

Re: Budgets: iCompta 6

Post by chrisecurtis » 13 February 2017, 08:13

That makes sense, of course. Thanks

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