Running balances (preview)

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ptr.chovan
Posts: 103
Joined: 12 September 2016, 13:07

Running balances (preview)

Post by ptr.chovan »

Hi
I've just noticed that if I sort transactions by value date then all running balances are shown incorrectly and running wrong way around when advanced filter is added. The only fix is to add sorting by date. It seems like the problem is on iPhone app and on iMac app.
ptr.chovan
Posts: 103
Joined: 12 September 2016, 13:07

Re: Running balances (preview)

Post by ptr.chovan »

Actually even adding sort by date doesn't help... The only fix is to not use advanced filters
Last edited by ptr.chovan on 15 September 2016, 20:11, edited 1 time in total.
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Angeman
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Re: Running balances (preview)

Post by Angeman »

It's explained in the user guide, in "Preview computation mode" : http://www.icompta-app.com/help.php#transactions
ptr.chovan
Posts: 103
Joined: 12 September 2016, 13:07

Re: Running balances (preview)

Post by ptr.chovan »

Ok... My apology... So how can I use filters and not to mess with running balances?
ptr.chovan
Posts: 103
Joined: 12 September 2016, 13:07

Re: Running balances (preview)

Post by ptr.chovan »

All I'm trying to do is a simple task to show transactions where value date is less or equal today (reconciled) and more then today (upcoming) with running balances unchanged
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Angeman
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Re: Running balances (preview)

Post by Angeman »

The way the different modes work is explained in the user guide with an example so just choose the preview computation mode that matches the result you want to have.
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Angeman
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Re: Running balances (preview)

Post by Angeman »

So the mode you want is "Add filtered transactions and displayed transactions in order".
ptr.chovan
Posts: 103
Joined: 12 September 2016, 13:07

Re: Running balances (preview)

Post by ptr.chovan »

Just found the option. Sorry for misunderstanding. It looks like it works perfectly right now. Thanks.
Is there also an option somewhere to save sorting with filters? I want to sort transaction in descending order when displaying reconciled transaction and ascending when upcoming
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Angeman
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Re: Running balances (preview)

Post by Angeman »

It's not possible sorry.
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