Search found 15 matches

by SRIC
06 May 2020, 20:40
Forum: iCompta (Mac)
Topic: Connect to icompta dB from excel or similar
Replies: 4
Views: 2108

Re: Connect to icompta dB from excel or similar

correct, thanks for the suggestion. I will first read only to make graphs and other things with excel and R.
then for the import, I will try batch import of (existing) security quotes on a copy of the file. if I find it difficult, which is probable, I'll just desist :mrgreen:
by SRIC
04 May 2020, 23:21
Forum: iCompta (Mac)
Topic: Connect to icompta dB from excel or similar
Replies: 4
Views: 2108

Re: Connect to icompta dB from excel or similar

This is awesome! The DB will be the .cdb file name? And can you share a list of tables if they are not self-explanatory (if they are, I’ll just start playing around).
If I can write to the dB, I can create the tax bracket calculator using rolling revenue, among other things!
by SRIC
03 May 2020, 10:08
Forum: iCompta (Mac)
Topic: Connect to icompta dB from excel or similar
Replies: 4
Views: 2108

Connect to icompta dB from excel or similar

Hello, I need to apply a few kpis/graphs/advanced calculations to transactions/budgets/security data. E.g. estimating my taxes by income bracket, building 3D graphs, weight securities vs benchmark, get the YoY evolution of the ROI of real estate rentals, get the variance of cash flow time series, et...
by SRIC
03 May 2020, 09:57
Forum: iCompta (Mac)
Topic: Missing isin codes
Replies: 1
Views: 1241

Missing isin codes

Hello, The issue of missing isin codes is starting to be a problem for me in using the app. I have built a rather elaborate web scraping+R solution to import data and then a screen recording to import quotes item by item, but it’s a dirty solution prone to errors that takes a lot of time. I believe ...
by SRIC
30 November 2019, 14:52
Forum: iCompta (Mac)
Topic: problem referencing iCloud files as source in the load
Replies: 6
Views: 3420

Re: problem referencing iCloud files as source in the load

:mrgreen: thanks! I look forward to an even better iCompta
by SRIC
27 November 2019, 16:50
Forum: iCompta (Mac)
Topic: problem referencing iCloud files as source in the load
Replies: 6
Views: 3420

Re: problem referencing iCloud files as source in the load

any suggestion how to overcome that? granting full disk access to icompta did not solve the issue
with this problem, the "automatic import on open" setting does not work.
by SRIC
27 November 2019, 16:25
Forum: iCompta (Mac)
Topic: problem referencing iCloud files as source in the load
Replies: 6
Views: 3420

Re: problem referencing iCloud files as source in the load

hello, I have been trying also the automatic load of files located in Users\myname\icomptafolder I still get the same error. the flow to replicate the error is this create an import config with reference to a file under users\username load, validate, save. the data are now in icompta overwrite the s...
by SRIC
20 November 2019, 01:57
Forum: iCompta (Mac)
Topic: problem referencing iCloud files as source in the load
Replies: 6
Views: 3420

problem referencing iCloud files as source in the load

a launch of automatic import referencing an iCloud file fails after I update the file outside of icompta, overwriting it. the launch restarts to execute correctly after I reselect again the same file with the choose file option (re-specify the file in the import config) on macOS Catalina 10.15.1 wor...
by SRIC
16 November 2019, 18:31
Forum: iCompta (Mac)
Topic: progressive tax brackets rule
Replies: 3
Views: 2572

Re: progressive tax brackets rule

ok thanks for the quick replies!

is it instead possible to set through a rule the tax category instead of passing a fixed number?
say I have tax category "VAT", when I import I'd like to set the transaction tax to VAT and not to a value hardcoded in the rules.
by SRIC
14 November 2019, 23:27
Forum: iCompta (Mac)
Topic: progressive tax brackets rule
Replies: 3
Views: 2572

progressive tax brackets rule

any way to create a rule that mirrors progressive tax brackets? I was thinking about assigning a transaction to one tax or another (e.g. 15% 38% 50% etc) based on the preview value of a category, but this seems impossible e.g. category "income taxes" , assign tax rate 15% to all transactions that ha...