Hello friends.
I´m trying to learn ICompta and dont´t have finance background. So, i have some very basic questions...
1. What do I have to do after a month collecting credit card transactions? Do I have to move all credit cards transactions to Cash account and delete that specific transaction (with all amount) from the same Cash account to maintain the correct balance? Or make a transfer?
2. How to link a Saving account and a Cash account automatically when importing CSV/OFX/QIF transactions?
My purpose is to add a minimum transaction manually and make sure ICompta recognizes when something goes from one to another account. Is taht possible?
Thank you for attention.
Link cash account and credit card account
- Angeman
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Re: Link cash account and credit card account
You can do either way, it will be the same.bono3d wrote:1. What do I have to do after a month collecting credit card transactions? Do I have to move all credit cards transactions to Cash account and delete that specific transaction (with all amount) from the same Cash account to maintain the correct balance? Or make a transfer?
Once the transactions are imported, you have to manually tell iCompta which ones are transfers. Select the two transactions of the transfer, then right click > Convert as transfer.bono3d wrote:2. How to link a Saving account and a Cash account automatically when importing CSV/OFX/QIF transactions?
My purpose is to add a minimum transaction manually and make sure ICompta recognizes when something goes from one to another account. Is taht possible?