Rules to make a transfer

Discussions about iCompta on macOS
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AndrewR
Posts: 4
Joined: 01 October 2013, 12:42

Rules to make a transfer

Post by AndrewR »

Hi there. Love v5, especially the icloud sync.

But I have a problem. In version 5, my rules to convert an imported transaction as a transfer to another account no longer seem to work. Any ideas?

I am using the following conditions/actions:

Any of the following are true:
The Comment contains [etc]

Actions:
Add category [x] with ratio 100%
Make a transfer to Loan Account
Stop evaluating rules

This always used to work in v4, now seems not to? PS I did not bring my old v4 file over, I am just recreating the various rules as I need them.

One other small thing, there also seems to be a bug with the "set status" action, it doesn't bring up a list of statuses, just keeps whatever field was there before.

Cheers
Andrew
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Angeman
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Posts: 2366
Joined: 28 December 2008, 21:28
Location: Toulouse, France
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Re: Rules to make a transfer

Post by Angeman »

AndrewR wrote:Any of the following are true:
The Comment contains [etc]

Actions:
Add category [x] with ratio 100%
Make a transfer to Loan Account
Stop evaluating rules

This always used to work in v4, now seems not to? PS I did not bring my old v4 file over, I am just recreating the various rules as I need them.
This should work, can you send me your file by mail so that I can debug ? Thanks
AndrewR wrote:One other small thing, there also seems to be a bug with the "set status" action, it doesn't bring up a list of statuses, just keeps whatever field was there before.
Yes this will be corrected in 5.0.1.
magos1965
Posts: 4
Joined: 04 October 2013, 20:53

Re: Rules to make a transfer

Post by magos1965 »

Hi,

I have the same problem. - It seems that each action in the rule gets executed except the one which should make a transfer.

kind regards,
Gerald
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