Auto set categories in import ?
Posted: 28 February 2020, 16:39
Hello
I really like the easy icompta interface & sync with the iphone, my main reason to buy it. Most of my transactions are imported as Quicken from my Caisse d'Epargne account, but I fail to understand how Icompta is applying categories for repeating transactions ? I categories manually 2 months & hope that the next import would apply the categories like for salary & tax ... but with no luck. Is there a setting to "auto" categories bank transactions from the same source / names ?
Thanks in advance
Bjoern
I really like the easy icompta interface & sync with the iphone, my main reason to buy it. Most of my transactions are imported as Quicken from my Caisse d'Epargne account, but I fail to understand how Icompta is applying categories for repeating transactions ? I categories manually 2 months & hope that the next import would apply the categories like for salary & tax ... but with no luck. Is there a setting to "auto" categories bank transactions from the same source / names ?
Thanks in advance
Bjoern