Credit card account issues

[ymatz]

Thank you for your work on iCompta. I'm trying version 5.0.1.

1) Is there a way to configure credit card accounts so that the transfers show up on "transfer value date" instead of "transfer date"? If not, can you consider to make such an option? Otherwise my bank account transaction records doesn't line up in order of real transaction date, which is uncomfortable to me.

2) When I make credit card transactions, they are doubly counted in my budgets: they are reflected as "Currently" expenses and also as "Planned" expenses. I guessed this might be because the withdrawals from the related bank accounts are counted, but removing the bank accounts from the budget configuration didn't solve the problem (and this solution is not favorable because I sometimes make payments by bank transfers).

[Angeman]

1) Is there a way to configure credit card accounts so that the transfers show up on "transfer value date" instead of "transfer date"? If not, can you consider to make such an option? Otherwise my bank account transaction records doesn't line up in order of real transaction date, which is uncomfortable to me.

You can change the sorting by clicking on the "Sort" button and then by moving "Value date" at the first position.

2) When I make credit card transactions, they are doubly counted in my budgets: they are reflected as "Currently" expenses and also as "Planned" expenses. I guessed this might be because the withdrawals from the related bank accounts are counted, but removing the bank accounts from the budget configuration didn't solve the problem (and this solution is not favorable because I sometimes make payments by bank transfers).

This will be fixed in 5.0.2.

[ymatz]

I see. Thanks!