Search found 27 matches

by biff
11 August 2026, 21:19
Forum: iCompta (iPhone / iPad)
Topic: Reinvest dividends
Replies: 2
Views: 66

Re: Reinvest dividends

Thanks for the confirmation!

I figured out a workaround which allows both the new share purchase and the dividend income to be recorded:
- create an investment transaction
- select the Buy action with the security name and number of shares
- in the split allocate a positive amount to a dividend ...
by biff
07 August 2026, 01:10
Forum: iCompta (iPhone / iPad)
Topic: Reinvest dividends
Replies: 2
Views: 66

Reinvest dividends

Am I right that you have to use two separate transactions to record the receipt of a dividend that is reinvested? Or is there a slick way to accomplish that in one transaction... ;)
by biff
25 April 2026, 00:32
Forum: iCompta (Mac)
Topic: Font size
Replies: 1
Views: 81458

Font size

Is it me, or is there a way to increase the iCompta font size without affecting other Mac apps? The attached screenshot shows icompta's user interface size slider which seems to be stuck in the middle. The other screenshot of the Mac accessibility display text size changer for individual apps for ...
by biff
13 April 2026, 22:00
Forum: iCompta (iPhone / iPad)
Topic: Split Amount in Budget
Replies: 3
Views: 97430

Re: Split Amount in Budget

It looks like the culprit is splits with a credit amount. Credits are included in transaction displays, not in "currently" budget display. Is there a way to fix this?
by biff
12 April 2026, 21:28
Forum: iCompta (iPhone / iPad)
Topic: Split Amount in Budget
Replies: 3
Views: 97430

Split Amount in Budget

In the display of my budget, the amount in the "Currently" column for the expense category Food shows as $100. However that is the total amount for a transaction that had two categories: Food $30, Lodging $70.

Is the current budget anount not able to parse split transactions or am I doing something ...
by biff
30 March 2026, 22:02
Forum: iCompta (iPhone / iPad)
Topic: Importing Account Type
Replies: 3
Views: 67810

Re: Importing Account Type

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 ...
by biff
29 March 2026, 23:01
Forum: iCompta (iPhone / iPad)
Topic: Importing Account Type
Replies: 3
Views: 67810

Importing Account Type

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 ...
by biff
02 April 2025, 00:41
Forum: iCompta (iPhone / iPad)
Topic: Whole numbers in transaction report
Replies: 2
Views: 240782

Re: Whole numbers in transaction report

Cool! Thanks for the quick reply and your excellent support through the years.
by biff
31 March 2025, 00:07
Forum: iCompta (iPhone / iPad)
Topic: Whole numbers in transaction report
Replies: 2
Views: 240782

Whole numbers in transaction report

Is there a way to display all amounts in a transaction report with whole numbers only? ($2,520 instead of $2,520.13)
by biff
29 April 2024, 20:43
Forum: iCompta (iPhone / iPad)
Topic: Default category
Replies: 1
Views: 154014

Default category

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