Search found 2302 matches

by Angeman
24 March 2024, 22:21
Forum: iCompta (Mac)
Topic: Manually adjusting automatic import configuration
Replies: 1
Views: 178

Re: Manually adjusting automatic import configuration

You can force showing the account mapping screen : viewtopic.php?p=8741#p8741
by Angeman
17 March 2024, 18:39
Forum: iCompta (Mac)
Topic: How to show only totals in Bar Chart
Replies: 2
Views: 139

Re: How to show only totals in Bar Chart

Currently the display of the bar chart is not customizable in the way you want sorry.
by Angeman
23 February 2024, 06:55
Forum: iCompta (iPhone / iPad)
Topic: Splits in Comparative Report
Replies: 2
Views: 457

Re: Splits in Comparative Report

[Splits] The category is Accounts means that the condition will be true if any of its splits has the category "Accounts" and since it's in the transactions filtrer, the whole transaction gets discarded. Instead of that, I think you want to add a condition None of the following is true wit...
by Angeman
17 February 2024, 04:00
Forum: iCompta (Mac)
Topic: exclude a category in report
Replies: 6
Views: 5056

Re: exclude a category in report

Yes, in the categories list you can create a new [Accounts] category and make all these 93 categories children of this new category. When this is done, you can add a "None of the following is true" condition in your report with "The category is descendant of [Accounts]" inside.
by Angeman
23 January 2024, 16:13
Forum: iCompta (iPhone / iPad)
Topic: Import from MoneyWiz2iCompta
Replies: 2
Views: 24561

Re: Import from MoneyWiz2iCompta

You won't be able to import MoneyWiz database directly into iCompta, first you need to export in OFX, QIF or CSV format from MoneyWiz.
by Angeman
08 January 2024, 09:34
Forum: iCompta (Mac)
Topic: Cashflow report?
Replies: 7
Views: 10068

Re: Cashflow report?

zh_olga wrote: 07 January 2024, 18:55 And my question about how this balance evolution chart is generated/calculated is still valid.
It uses all transactions from the account (or group of accounts) and also planned transactions provided their date is before the "Show planned transactions until" date.
by Angeman
08 January 2024, 09:30
Forum: iCompta (Mac)
Topic: Cashflow report?
Replies: 7
Views: 10068

Re: Cashflow report?

Sorry, clearing the "Period" field is not enough indeed, you need to enter "0 day" or "0 month" in that field instead.
by Angeman
08 January 2024, 09:27
Forum: iCompta (Mac)
Topic: What does "Set variable" action do?
Replies: 5
Views: 7634

Re: What does "Set variable" action do?

It's just a temporary buffer, for example with a transaction named "Groceries" : Set variable "x" to the contents of Name => x = "Groceries" Set name to "Test" => name of the transaction is now "Test" Set comment to the variable "x" => comm...
by Angeman
07 January 2024, 17:57
Forum: iCompta (Mac)
Topic: Cashflow report?
Replies: 7
Views: 10068

Re: Cashflow report?

Could you please be so kind to explain how Balance Evolution is calculated? Does it calculate the planned transactions into the forecast? Yes it uses planned transactions according to the "Show planned transactions until" field in the bottom white bar. Is it possible to change the currenc...
by Angeman
06 January 2024, 19:52
Forum: iCompta (Mac)
Topic: planned vs fact - compared
Replies: 7
Views: 7682

Re: planned vs fact - compared

Still not possible directly, you need to drag & drop to Numbers.