Import from Caisse d'epargne

Discussions about iCompta on macOS
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Posts: 5
Joined: 16 January 2018, 19:09

Import from Caisse d'epargne

Post by Bjoern » 01 March 2018, 16:54


I import my transactions as OCX (?) format through the icompta integrated browser with no problems. But I thought that transactions can "auto tag" categories for the same monthly transaction already labled with a category in icompta from previous month ?

Is there any way to enable this "auto" categorty for the same transactions based on the transaction counterpart ? Like Salary always tagged as Salary ect as it comes with the name of my employed ?

Thanks bjoern

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Joined: 28 December 2008, 21:28
Location: Toulouse, France

Re: Import from Caisse d'epargne

Post by Angeman » 01 March 2018, 19:04

You have to check the "Categorize transactions automatically" button in the import settings window.

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