Including Owners on CSV exports

[Leandrin]

Hi,


After I carefully edited a whole lot of transactions to add specific owners to them I noticed that CSV exports do not include this information. I use CSV exports a lot in my current workflow.

Is there any way to include this information in this type of export?


Thanks!

[Angeman]

No sorry it's not possible to export this information currently.

[Leandrin]

Hi, thanks for the reply!

Another thing I noticed is that Owners do not seem to be syncing to iCloud (so changes can be seen on other devices). Is there something I can do about that?

[Angeman]

It should be syncing however if you perform some changes (owners for example) on a given transaction on one device and other changes on the same transaction on a different device, only the latest changes will be kept.

[Leandrin]

What I did is that I changed owners of lot of transactions on one device, saved the file, awaited for the upload to the cloud (progress bar on the initial screen list).

After that I went to the other device and opened the file. It did seem to download a new file at the begginng (progress bar was displayed). However, the owners did not sync.

I tested with other changes - categories, names, values - everything else syncs correctly.

[Angeman]

Ok thanks for your explanation, I will check again. What you can do however, is to delete your document on the device with wrong data, and then recreate it by clicking on the cloud button in the bottom left of the document picker screen.

[Leandrin]

I thank you for all the replies!

I did create a new file from scratch and it does bring all changes. However, after that I tested the syncronization of Owners and it did not seem to work again. As I will try to use this feature for all new transactions, ideally syncing the files would be better.

Thanks again for checking on this. Your software is a masterpiece when compared to the competitors... like it so much.