Search found 2068 matches

by Angeman
01 July 2020, 11:22
Forum: iCompta (Mac)
Topic: Import config
Replies: 7
Views: 74

Re: Import config

You need to set the name of the column that contains the account number in the "Account number column" field of the import settings screen. But maybe it's just in the header of the file and not in the transaction rows ?
by Angeman
01 July 2020, 08:46
Forum: iCompta (Mac)
Topic: Import config
Replies: 7
Views: 74

Re: Import config

You're right I didn't check before answering but it's not working for import configurations. Do the files you want to import have the account number inside ? If so iCompta can figure where to import the transactions based on this information instead.
by Angeman
01 July 2020, 08:41
Forum: iCompta (iPhone / iPad)
Topic: Automatic Import from Vanguard
Replies: 1
Views: 51

Re: Automatic Import from Vanguard

Can you upload a sample imported file so that I can take a look ?
by Angeman
30 June 2020, 18:26
Forum: iCompta (Mac)
Topic: Import config
Replies: 7
Views: 74

Re: Import config

You can copy / paste with cmd - C then cmd - V but after that you'll have to run each config once to choose the account for that config.
by Angeman
30 June 2020, 09:39
Forum: iCompta (Mac)
Topic: Import config
Replies: 7
Views: 74

Re: Import config

If you just want to change the account you don't need to create a new configuration. You just have to hold down the option key while validating the first import settings screen and it will force the account selection to be shown.
by Angeman
29 June 2020, 14:02
Forum: iCompta (Mac)
Topic: UNILEVER stock data
Replies: 1
Views: 22

Re: UNILEVER stock data

What did you put in the "Symbol" field ?
by Angeman
28 June 2020, 20:07
Forum: iCompta (Mac)
Topic: Sharing Data between Mac and iPhone
Replies: 1
Views: 34

Re: Sharing Data between Mac and iPhone

Which version do you have on iOS ? You need to have version 6 as well.
by Angeman
07 June 2020, 21:42
Forum: iCompta (iPhone / iPad)
Topic: Copying a Document
Replies: 1
Views: 102

Re: Copying a Document

You can click on the "Backup" line in the main screen under the accounts and send yourself a backup by email for example.
by Angeman
06 May 2020, 20:08
Forum: iCompta (Mac)
Topic: Report for a shared account
Replies: 2
Views: 1534

Re: Report for a shared account

Double click on the report and add "Owners" in the "Group by" field.
by Angeman
06 May 2020, 08:41
Forum: iCompta (iPhone / iPad)
Topic: Payee vs Name
Replies: 2
Views: 1779

Re: Payee vs Name

Is there a way to show Payee on the transaction list instead of Name? Yes you can do it this way : https://forums.lyricapps.com/viewtopic.php?f=3&t=2539&p=6984#p6984 Or should I just stop using Payee? You should use both actually, the name is supposed to describe what you paid for, and the payee is...