Thanks for the quick response! I have manually corrected all of my accounts to the four types I use: Assets Cash Checking Credit card When I do an export the qif file gives a type Bank for all of my accounts except one. For example: ^ !Account NAmex TBank ^ Strangely, one asset type account came out ...

When importing a qif file, the account type is not being carried over and a default type of checking results. I don't see type in the qif mapping. An example qif input: !Account NAmex D TCCard L10,400.00 ^ I don't see a way an import rule can accomplish the change from CCard to the iCompta standard ...

Cool! Thanks for the quick reply and your excellent support through the years.

Is there a way to display all amounts in a transaction report with whole numbers only? ($2,520 instead of $2,520.13)

Is there a way to have a Category automatically assigned to a new transaction when a previously recorded Name is entered?

Well explained. I used the wrong filter. I moved the condition to the Splits Filter and the report results were perfect. Thank you!

I am running a Comparative Report with a transaction condition: None of the following is true [Splits] The category is Accounts where Accounts is the parent category of multiple accounts, including [Housing Deposits] If I have a -$1,200 transaction with two splits: -$200 Financial : Application fees ...

Brilliant! Thank you.

I have 93 accounts that I would like to exclude from my comparative report. They all are shown in the Categories list with "[" as the first letter. In other words I want a report on income/expense categories (e.g. Groceries) without showing the accounts (e.g. [Checking]) they draw from. Is there a ...

When sharing a qif file for import to iCompta 6 on the iPad the app says "Please choose the configuration to use..." There is always only one choice, which is "New configuration". My input qif file often needs a format MM/dd''yy which imports the date perfectly after I make that change. To make that ...