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!
Including Owners on CSV exports
- Angeman
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Re: Including Owners on CSV exports
No sorry it's not possible to export this information currently.
Re: Including Owners on CSV exports
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?
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
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Re: Including Owners on CSV exports
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.
Re: Including Owners on CSV exports
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.
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
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- Joined: 28 December 2008, 21:28
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Re: Including Owners on CSV exports
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.
Re: Including Owners on CSV exports
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.
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.
- Angeman
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- Posts: 2342
- Joined: 28 December 2008, 21:28
- Location: Toulouse, France
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Re: Including Owners on CSV exports
Thanks for your perseverance, I finally found a bug and it will be fixed in next update.Leandrin wrote: ↑03 October 2024, 21:05 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.
Re: Including Owners on CSV exports
Thanks a lot! No Problem!