income and transfer split in one transaction in the investment account

Discussions about iCompta on macOS
Post Reply
kt123
Posts: 9
Joined: 31 December 2022, 03:48

income and transfer split in one transaction in the investment account

Post by kt123 »

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 transaction, the income is not counted as profit for that security.
For example, I got $100 income for the security A.
That $100 income is transfered from the investment account to the bank account automatically.
I have noticed that I can do this by making 1 transaction with 2 splits, rather making 2 transactions for each.
But if I do this, the profit is counted $0 as I mentioned above.
I checked the "Do not include in reports" for the transfer split.
Is this desired behavior?
I wish it is counted as a profit if I checked the "Do not include in reports" option for the transfer split.
User avatar
Angeman
Administrateur
Posts: 2302
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

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

Post by Angeman »

Yes you have to create 2 transactions, it won't work with a single transaction.
kt123
Posts: 9
Joined: 31 December 2022, 03:48

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

Post by kt123 »

Thank you for your prompt reply.
I understand that I have to create 2 transactions.
Post Reply