Transfer between accounts don't seem to match automatically

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digitalnomad
Posts: 5
Joined: 01 May 2018, 17:27

Transfer between accounts don't seem to match automatically

Post by digitalnomad »

I have a personal account and a family joint account.

When I import the csv to iCompta, I see for example -2000 in my personal account, and +2000 in my family account.

However, when I explain the -2000 as a transfer between the personal account and the family account, iCompta doesn't match the -2000 with the +2000, and create an extra trasaction.

Now I have -2000 in my personal account, and +4000 in my family account (2 x +2000).
So I have to manually delete one of the +2000 transactions.

Is it how it should work?
Or is there a way to have the two transactions match automatically?

(I mean, if I register the -2000 as a transfer, and iCompta see a +2000 in the same day, it automatically explain the +2000 as a transfer as well)
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Angeman
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Joined: 28 December 2008, 21:28
Location: Toulouse, France
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Re: Transfer between accounts don't seem to match automatically

Post by Angeman »

The transactions won't match automatically, it's not supposed to behave like that. If you want to make them match you need to select the two transactions and then right click > Convert as transfer.
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