Yes, in the categories list you can create a new [Accounts] category and make all these 93 categories children of this new category. When this is done, you can add a "None of the following is true" condition in your report with "The category is descendant of [Accounts]" inside.

You won't be able to import MoneyWiz database directly into iCompta, first you need to export in OFX, QIF or CSV format from MoneyWiz.

zh_olga wrote: ↑07 January 2024, 18:55 And my question about how this balance evolution chart is generated/calculated is still valid.

It uses all transactions from the account (or group of accounts) and also planned transactions provided their date is before the "Show planned transactions until" date.

Sorry, clearing the "Period" field is not enough indeed, you need to enter "0 day" or "0 month" in that field instead.

It's just a temporary buffer, for example with a transaction named "Groceries" : Set variable "x" to the contents of Name => x = "Groceries" Set name to "Test" => name of the transaction is now "Test" Set comment to the variable "x" => comm...

Could you please be so kind to explain how Balance Evolution is calculated? Does it calculate the planned transactions into the forecast? Yes it uses planned transactions according to the "Show planned transactions until" field in the bottom white bar. Is it possible to change the currenc...

Still not possible directly, you need to drag & drop to Numbers.

It's not possible to do that kind of things with rules currently sorry, maybe in iCompta 7.

You need to adjust the date format setting in the import settings screen according to how the dates are written inside the CSV file. Can you open you CSV file with a text editor and copy/paste one sample date from the file ?