Search found 11 matches

by SRIC
30 November 2019, 14:52
Forum: iCompta (Mac)
Topic: problem referencing iCloud files as source in the load
Replies: 6
Views: 1448

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: 1448

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: 1448

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: 1448

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: 1164

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: 1164

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...
by SRIC
14 November 2019, 22:19
Forum: iCompta (Mac)
Topic: balance evolution and assets evolution overlaid
Replies: 1
Views: 942

balance evolution and assets evolution overlaid

hello, for the investments account we have balance evolution and assets evolution overlaid this means that I have both the line describing the stock value development, and at the same time the asset evolution that has always big negative numbers.this makes the report pretty unreadable honestly is th...
by SRIC
14 November 2019, 22:08
Forum: iCompta (Mac)
Topic: investments account market value badge
Replies: 1
Views: 936

investments account market value badge

is there a way to show not the profit but the market value of an investment when we look at the left-side bar? (feature request)
by SRIC
28 October 2019, 07:46
Forum: iCompta (Mac)
Topic: unsupported security quotes
Replies: 5
Views: 1525

Re: unsupported security quotes

thanks! last question:
is there a way to load quotes automatically from a file at startup like what happens for transactions?
if so, I can live with splitting the file into single securities easily, I will have many input files but can run all of them at once.
by SRIC
25 October 2019, 20:34
Forum: iCompta (Mac)
Topic: unsupported security quotes
Replies: 5
Views: 1525

Re: unsupported security quotes

Hi,

thanks for the quick reply - unfortunately not.
also, unrelated problem also on securities, I can see online the quote for Yahoo:FJRZ.SG but cannot see it inside icompta.