forums.lyricapps.com

Before I started using iCompta, I did not have separate fields for "Name" and "Payee". So if I went shopping for groceries, I would have "Grocery Store" as the payee of the transaction and "Groceries" as the category.

Can someone explain how to treat the different "Name" and "Payee" fields? There are times where I would typically only need to add a payee, but then iCompta populates "Name" automatically with "New Transaction". What am I missing?

Paul

Name is mandatory whereas Payee is not that's why you get "New transaction". I think you could enter "Groceries" as the name of transaction too.

Thanks. Can you explain what the normal use of Payee is, as separate from Name?

For example you buy books from Amazon, you would put "Books" as name, "Amazon" as payee and probably "Leisure" as category.

Ah, ok. Thanks, that's helpful.