Applying rules several times, hand editing
Posted: 04 December 2022, 21:32
Hi,
I keep learning icompta in detail...so thanks for your support.
Let's consider this situation:
I import from a csv file the latest transactions of my real bank account into the corresponding icompta account.
I run in this icompta account the rules that I had defined before, that essentially consist in assigning categories automatically and/or splitting some regular ones, like invoices, with my partner.
Then, one month later I upload new transactions and I identify that there is a new type related with my car and that will happen regularly, so I expand an existing rule for this category (e.g. Car) to take into consideration this new name of transaction.
Since I have upload new transactions what I did was to apply the rules again to all transactions. But something was "broken" since I find that rules including splitting made that an extra split appeared in former transactions so I had to fix them by hand (since I did some otehr things before realising so I couldn't just go back).
So I'm not sure on what should I do when:
I add a new rule and/or modify an existing one, and I upload new transactions.
Another related question is: I run the rules, then I find some exceptions, so I change the category manually. How can avoid that this manual changes is override by an existing, expanded or new rule??
Thanks!
I keep learning icompta in detail...so thanks for your support.
Let's consider this situation:
I import from a csv file the latest transactions of my real bank account into the corresponding icompta account.
I run in this icompta account the rules that I had defined before, that essentially consist in assigning categories automatically and/or splitting some regular ones, like invoices, with my partner.
Then, one month later I upload new transactions and I identify that there is a new type related with my car and that will happen regularly, so I expand an existing rule for this category (e.g. Car) to take into consideration this new name of transaction.
Since I have upload new transactions what I did was to apply the rules again to all transactions. But something was "broken" since I find that rules including splitting made that an extra split appeared in former transactions so I had to fix them by hand (since I did some otehr things before realising so I couldn't just go back).
So I'm not sure on what should I do when:
I add a new rule and/or modify an existing one, and I upload new transactions.
Another related question is: I run the rules, then I find some exceptions, so I change the category manually. How can avoid that this manual changes is override by an existing, expanded or new rule??
Thanks!