Problem with transfers between accounts and statistics

Discussions about iCompta on macOS
pjotre
Posts: 2
Joined: 28 February 2010, 20:21

Problem with transfers between accounts and statistics

Post by pjotre »

Hi everybody!

iCompta really is a great program, thank you VERY MUCH for your work!

I have a small problem, probably I'm not using iCompta the right way.
I'm managing a few bank accounts (for me and my wife) and cash-accounts in different currencies. Whenever I go to an ATM to get some cash, I use the transfer-button in iCompta. Since transfers are also handled as income / expense, it pushes up my statistics. If I transfer 2'000 EUR between two accounts, both my income and my expenses will raise by 2'000... So if I select all accounts to get my statistics, I'm getting wrong numbers...

Is there any better handling to get rid of this problem?

Thank you!
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Angeman
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Re: Problem with transfers between accounts and statistics

Post by Angeman »

This will be corrected in V4.
pjotre
Posts: 2
Joined: 28 February 2010, 20:21

Re: Problem with transfers between accounts and statistics

Post by pjotre »

OK thanx, sounds good!
1AFreewill
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Joined: 31 July 2010, 16:28

Re: Problem with transfers between accounts and statistics

Post by 1AFreewill »

Has this been fixed in V4?

I tried transferring $1,500 from one account to another, and it raised both my income and expenditures totals for the month (when looking at all accounts) by $1,500 each.
I'm using version 4.0.4. Maybe I'm doing something incorrectly. I have the two transactions linked, and no category set.
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Angeman
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Re: Problem with transfers between accounts and statistics

Post by Angeman »

You have to click "Ignore transfers" under the pie charts to avoid this.
1AFreewill
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Joined: 31 July 2010, 16:28

Re: Problem with transfers between accounts and statistics

Post by 1AFreewill »

Angeman wrote:You have to click "Ignore transfers" under the pie charts to avoid this.
Ah, I see. Is there also some way to ignore transfers in the "reports' view?
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Angeman
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Re: Problem with transfers between accounts and statistics

Post by Angeman »

I'm sorry, which view do you mean exactly ?
1AFreewill
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Joined: 31 July 2010, 16:28

Re: Problem with transfers between accounts and statistics

Post by 1AFreewill »

Angeman wrote:I'm sorry, which view do you mean exactly ?
At the bottom of the window, next to the button that opens the transaction editor is a button that has 3 horizontal lines.
When I click that it opens up the panel that says "Reports". (It's the one just to the left of the pie chart)

Since I have several different categories, this view is easier to look at my monthly spending than the pie charts. In this view I can't figure out a way to ignore transfers, so all of my transfers show up under income and expenses.

Thank you for all of your assistance. great software, and great support.
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Angeman
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Re: Problem with transfers between accounts and statistics

Post by Angeman »

The "Ignore transfers" button of the pie charts works for the reports view too.
1AFreewill
Posts: 9
Joined: 31 July 2010, 16:28

Re: Problem with transfers between accounts and statistics

Post by 1AFreewill »

Oh, cool. I didn't notice that, as the Reports view comes first in the sequence at the bottom.
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