CSV import to wrong field

Discussions about iCompta on macOS
Post Reply
LapplandsCohan
Posts: 4
Joined: 26 September 2014, 19:52

CSV import to wrong field

Post by LapplandsCohan » 25 October 2014, 11:42

When I download a statement as csv from my bank directly from iCompta i map the fields as follows:
  • Datum --> Date
  • Text --> Name
  • Typ --> Type
  • Budgetgrupp --> unmapped
  • Belopp --> Amount
  • Saldo --> unmapped
However, the text field is imported to the payee field, and the name field is set to "New transaction". iCompta bug, or am I missing some import setting?

Running iCompta 5.1.3
Happy iCompta user since september 2014.
Been using personal finance software on computers since Microsoft QBasic Money Manager in the earliest 90's, and have tried a few since then.

User avatar
Angeman
Administrateur
Posts: 2015
Joined: 28 December 2008, 21:28
Location: Toulouse, France
Contact:

Re: CSV import to wrong field

Post by Angeman » 25 October 2014, 11:45

Maybe you have a rule that exchange the payee and name fields ?

LapplandsCohan
Posts: 4
Joined: 26 September 2014, 19:52

Re: CSV import to wrong field

Post by LapplandsCohan » 25 October 2014, 11:51

Ah, that's it! I created that rule back when I switched from Quicken when all payees where imported to the name field. Haven't been using rules since, so I forgot that feature existed. :oops:
Thank you for superbly quick response!
Happy iCompta user since september 2014.
Been using personal finance software on computers since Microsoft QBasic Money Manager in the earliest 90's, and have tried a few since then.

Post Reply