Planned transactions (split in many categories)
Posted: 03 March 2018, 02:27
Hi Angeman
The Planned transactions that are created in Credit Cards accounts are split into categories
This is helpful in a way. I understand right away where money from the Credit Card went.
However if I simply change status of this planned transaction into created I will double the amounts in each category this month.
Because the categories are assigned to each transaction using rules at the moment of download from the bank. That's also how iCompta know how this planned transaction has to be categorized.
So my question is - what's the thinking behind this big planned transaction split in many categories? It's helpful to see the number but what do you do with it afterwards? how do you use it in your system? Do you change it to created and then what?
The Planned transactions that are created in Credit Cards accounts are split into categories
This is helpful in a way. I understand right away where money from the Credit Card went.
However if I simply change status of this planned transaction into created I will double the amounts in each category this month.
Because the categories are assigned to each transaction using rules at the moment of download from the bank. That's also how iCompta know how this planned transaction has to be categorized.
So my question is - what's the thinking behind this big planned transaction split in many categories? It's helpful to see the number but what do you do with it afterwards? how do you use it in your system? Do you change it to created and then what?