How to reconcile balances with iCompta?

[tombai]

Hello all,

I am testing out iCompta and have 2 questions. My first is simple:

(SOLVED) 1. Does icompta have a reconciliation function or does the user need to manually verify and then mark each transaction as reconciled? Other apps I am familiar with has a reconciliation window that presents transactions to match/verify/etc to complete the verification process--which also compares your balance to the online balance. Does icompta have this feature?

(STILL HAVEN''T FIGURED OUT) 2. I have set up my direct connect downloads for USAA without any problems, however I cannot configure my Amex accounts for direct download. I am entering the same info that works in Quicken and in Moneywell, but am running into errors and it fails to download. Have others run into this problem and have a solution for me?

Thanks in advance,

Tom

[tombai]

OK, just solved the amex download issue--simple typo. I like iCompta!

So what is the reconciliation procedure in iCompta?

Thanks again,

Tom

[Angeman]

You have to enable "Try to reconcile" option in the import settings screen.