BUGS
- each time I reapply rules, the balance/income/expense figures on the status bar double!
- each time I reapply rules (e.g. applying categories to specific items), transactions get labelled multiple times with the same category
Importing
- my online banking service (Barclays UK) allows downloading transactions in a variety of Microsoft Money formats (.OFX) (from "99" to "2005") as well as CSV and a number of other less known formats. I tried using OFX, but (1) iCompta seems to truncate <NAME> fields that exceed a certain length and (2) is apparently unable to understand <TRNTYPE> fields (all transactions are listed as "Other" after an import) , so I ended up using a CSV and manually mapping the fields I am interested in.
- I second the request someone posted to make the list of transaction kinds editable: I would love to be able to add "Direct Debit" or "PayPal" or anything else to this list instead of working with the default types (they may also vary from country to country, as direct debit is a UK-only transaction type as far as I know).
- it took me a long time to figure out that I could reapply the rules by right-clicking on the transaction list. That's not very intuitive and I guess some users will miss this, maybe you could add an "Apply rules" button in a more prominent location (e.g. at the bottom of the rules dialog or in the menu bar)?
- it would be great if rules had default field autocompletion as in Mail.app, extracting values from the currently selected item. This would save users the effort of going to and fro between the rules list and the transaction list when creating new rules
- sometimes you want to create a rule for a new category, it'd be great to be able to create new categories from the rules form.
- it is impossible to move the rules dialog to read what's behind it. Why not make it a standard window (movable/resizable)? I think this would definitely be more user friendly.
- it would be great to have the possibility to search transactions on-the-fly matching specific criteria. These searches might then be saved as smart folders and listed in the left navigation bar as Mail.app does.
- It would also be useful to have categories and transaction kinds directly accessible in the left navigation bar.
- the "Order" drop-down is useful but quite unusual, do you think it would be possible to use standard columns instead (i.e. allow sorting by clicking on the column header)
- "highlighting transaction" would save a click if it had a dedicated column in the transaction list (such as Mail.app's flags or Gmail's stars)
- finally, you may want to allow users to customize the look of the transaction list by selecting which columns to display (as Mail.app does)
- the font used on the axes of the Balance evolution plot is very tiny and not quite readable.
- I find the animation that opens the left and bottom panels very slow