Auto set categories in import ?

Discussions about iCompta on macOS
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Joined: 16 January 2018, 19:09

Auto set categories in import ?

Post by Bjoern » 28 February 2020, 16:39


I really like the easy icompta interface & sync with the iphone, my main reason to buy it. Most of my transactions are imported as Quicken from my Caisse d'Epargne account, but I fail to understand how Icompta is applying categories for repeating transactions ? I categories manually 2 months & hope that the next import would apply the categories like for salary & tax ... but with no luck. Is there a setting to "auto" categories bank transactions from the same source / names ?

Thanks in advance


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Joined: 28 December 2008, 21:28
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Re: Auto set categories in import ?

Post by Angeman » 28 February 2020, 19:34

You have to check the "Categorize imported transactions" box in the import settings screen.

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