Search found 9 matches

by kt123
12 August 2023, 05:24
Forum: iCompta (Mac)
Topic: Scheduled transactions in the yearly budget start from April
Replies: 2
Views: 11750

Re: Scheduled transactions in the yearly budget start from April

It works.
Thank you for your kind help.
by kt123
11 August 2023, 14:43
Forum: iCompta (Mac)
Topic: Scheduled transactions in the yearly budget start from April
Replies: 2
Views: 11750

Scheduled transactions in the yearly budget start from April

Hi, Angeman.
If I make a yearly budget that start from 1st April 2023, the scheduled transactions in January through March of 2024 are not included in the planned amount.
Is there any way that I can include those scheduled transactions in my budget?
Thank you in advance.
by kt123
21 March 2023, 04:43
Forum: iCompta (Mac)
Topic: income and transfer split in one transaction in the investment account
Replies: 2
Views: 8255

Re: income and transfer split in one transaction in the investment account

Thank you for your prompt reply.
I understand that I have to create 2 transactions.
by kt123
20 March 2023, 15:45
Forum: iCompta (Mac)
Topic: income and transfer split in one transaction in the investment account
Replies: 2
Views: 8255

income and transfer split in one transaction in the investment account

Hi, I have a question today. It is about the transaction with 2 splits for income and transfer in the investment account. When I create the transactions for income and transfer for each, the income is counted as profit for that security. But when I create the transaction for above 2 splits in one tr...
by kt123
11 March 2023, 13:06
Forum: iCompta (Mac)
Topic: comparative report with nested categories
Replies: 5
Views: 11782

Re: comparative report with nested categories

chart.png
chart.png (50.82 KiB) Viewed 11755 times
report.png
report.png (54.93 KiB) Viewed 11755 times
The first one is the report setting and the second one is the chart setting.
The third option in the chart setting is "Show top level items only" option.
by kt123
11 March 2023, 11:57
Forum: iCompta (Mac)
Topic: comparative report with nested categories
Replies: 5
Views: 11782

Re: comparative report with nested categories

Thank you for your prompt reply.
But there is no "Show top level items only" box in my report settings.
There is only "Show total or average of periods" options.
I find the chart settings have that option.
by kt123
11 March 2023, 02:15
Forum: iCompta (Mac)
Topic: comparative report with nested categories
Replies: 5
Views: 11782

comparative report with nested categories

Hi, I have a question regarding the comparative report today. I have made many nested categories like bellow. category1 - subcategory1-1 - subcategory1-2 ... category2 - subcategory2-1 - subcategory2-2 ... It is very helpful that the report shows the total amount of subcategories for each main categ...
by kt123
03 January 2023, 10:14
Forum: iCompta (Mac)
Topic: Securities not updated.
Replies: 2
Views: 8024

Re: Securities not updated.

Thank you so much.
I have installed 6.0.60, and it works again.
by kt123
31 December 2022, 04:20
Forum: iCompta (Mac)
Topic: Securities not updated.
Replies: 2
Views: 8024

Securities not updated.

Hello, I am using iCompta 6.0.57, and having trouble with securities not updated since middle of this December.
I am using Yahoo Symbols to download, such as Yahoo:AAPL.
My PC is M1 mac mini with macOS Ventura 13.1.
I appreciate any advices to update the securities again.
Thank you in advance.