Updating name in transaction transferred between accounts, does not update the linked transaction name

[varval]

Hi Angeman,

When creating a transaction in an account, and then transferring it to another account, iCompta creates a linked transaction with all the same details (name, date, amount, etc) in the destination account.

If we later on update the date or amount in the transaction, on either of the accounts, we get a pop-up asking whether we want to update the changing info in the linked transaction in the other account.

This is great, but it doesn't do the same with the name. So I very often end up with different names for linked transactions, or not getting both transactions when performing a name search or filter, for example.

Is this option (to choose to update the name on the linked transaction too, or not) something we could add to a coming release? I think it would be good for consistency, and accuracy.

Thanks,

Javier

[Angeman]

I will add an option to do so in iCompta 7 for sure.

[varval]

Hi Angeman,

I've been wrongly adding comments to my transactions (to specify what was purchased for example) in the "Name" field, while I now realised I should have done this in the "Comment" field, as the "Name" field actually is how the bank stores the the payee in the transaction details.

I'm now in the process of manually fixing this in the transactions where I have done this mistake. I have a database of 15 years worth of transactions, although not all of them have this issue. I think I can do 1 year per day, but as you may guess it's a very cut-paste intense task.

Some of the transactions have transfers between accounts, so I'm posting this here, as the issue mentioned in this thread would save me a lot of time if fixed in the current version of iCompta, so I don't have to do the same fix twice, for the transactions in the transfer destination.

I know you said you would fix this in V7, but was wondering whether you would be so kind, to consider bringing the amend to V6 in a coming update?

Thanks in advance.

[Angeman]

You should make a rule for this work, it will save you a lot of time ! You can take inspiration from the last example of this section in the user guide : https://www.icompta-app.com/help.php#rules. This example merges name and comment into just one field but exchanging name and comment is quite similar.

I'd also like to mention that you can use the name to specify what was purchased as this was its original purpose in my mind, and instead change the fields mapping when you import transactions from your bank so that their "name" goes into iCompta "comment" field.

[varval]

Hey Thanks, I never used them but it looks very powerful.

I want to extract different regular expressions included at the end of the name fields.

The expressions always start with "(" and always end with ")"

Example names: "Supermarket John Smith (order of 1 can of Cola)" and "Restaurant Juan Nadie (lunch with friends)"

I want to extract "order of 1 can of Cola" and "lunch with friends", and move them to the respective comments field, but I don't know how to tell the rule Condition how to match the regular expressions, which all vary from transaction to transaction between "(" and ")".

Is there a detailed guide of commands/scripting on how to use these rules? Sorry, I looked at the help page you pointed at, but could not extrapolate in detail to my question above.

Thank you!

[Angeman]

Here is a sample document containing your 2 transactions and the rule you want. You can try to apply the rules with cmd + R shortcut to see them in action and you can also copy/paste the rule from the sample document in your own document.

[varval]

Hey, that worked like a charm! you're a star!! I now love iCompta even more!!!

How can I learn the kind of scripting you used in the rule condition?

Thanks

[Angeman]

This is called a regular expression (or regex for short). There are plenty of tutorials on the net and also there are websites that generates them based on a more friendly user interface if you prefer.