Search found 6 matches

by cfryal
27 June 2019, 12:07
Forum: iCompta (Mac)
Topic: Problem changing bank account for credit card
Replies: 4
Views: 5421

Re: Problem changing bank account for credit card

One other thing: If I set the debited bank account back to the one that it was when the credit card was originally set up, the transfers go back to normal. No other bank account in my database except the 'original' account for the credit card produces a normal transfer.
by cfryal
27 June 2019, 11:46
Forum: iCompta (Mac)
Topic: Problem changing bank account for credit card
Replies: 4
Views: 5421

Re: Problem changing bank account for credit card

New report: I tried doing this on a different machine (my MacBook Pro), and it worked as expected. But when I opened the same iCompta database on the first machine (my iMac) the transactions were 'broken' in the same way as when I initially changed the bank account for transfers on the iMac. Then wh...
by cfryal
27 June 2019, 11:37
Forum: iCompta (Mac)
Topic: Problem changing bank account for credit card
Replies: 4
Views: 5421

Re: Problem changing bank account for credit card

I did try changing the date of the first transfer before changing the debited bank account. For example: First transfer date: 2019/07/01 First transfer value date: 2019/07/27 …which will be the next transfer for a card that stops the ongoing balance on the last day of a month and transfers payment o...
by cfryal
27 June 2019, 11:16
Forum: iCompta (Mac)
Topic: Problem changing bank account for credit card
Replies: 4
Views: 5421

Problem changing bank account for credit card

I have changed the debited bank account for a number of credit card accounts, and I'm trying to change the settings in iCompta. When I select the new bank account as the debited account for a credit card, I would expect the next transfer to be the same amount as what it was with the previous debited...
by cfryal
20 February 2016, 11:46
Forum: iCompta (Mac)
Topic: Parent category includes child categories?
Replies: 2
Views: 4126

Re: Parent category includes child categories?

OK, great! Looking forward to it. For now, the export options make it possible to build a spreadsheet that'll help me organise the information the way I want, but of course it'll be a lot more efficient when version 6 comes along. Hopefully in time for next year's taxes… Anyway, I'm finding iCompta ...
by cfryal
20 February 2016, 07:58
Forum: iCompta (Mac)
Topic: Parent category includes child categories?
Replies: 2
Views: 4126

Parent category includes child categories?

Is there a way to set the scope of a report to everything under a parent category? For example, I have an Expenses category with a bunch of subcategories. In making a comparative report, I'd like to capture all the transactions under the Expenses parent category. But it seems like I have to manually...