A couple of small problems, and one big one

[tricky83]

I've just revisited icompta having downloaded and used it when the iPhone app was launched, but since let my finances get out of control I must also say, I've bothered Cyril with these issues via email before I saw the forum so figured I'd post here too - so apologies for the duplication.

So I've just got the latest version and encountered a few issues, which hopefully is just because I'm doing it wrong, rather than anything software related.

1. I can't set up rules based on/to act upon all columns/fields, only some of them. I accidentally imported all of my bank statement CSVs pushing a particular field into 'Category' when I should have gone for 'Info'. I can't though retrospectively, get 'Category' to populate with the contents of 'Info' (unless I set up a rule for all of them, but there are many and I'm likely to get a couple wrong!)

2. So, due to my failings in 1, I decided to export everything I'd imported, and then re-import, sending the fields to the right places. This was when I encountered the big problem I mentioned. iCompta, when exporting to csv, includes commas in the value field where the amount is four or more digits, e.g. '£1,500'. This in itself is poor csv building, because the last thing you want are extra commas on the loose, but the big issue is that iCompta then cannot handle the importing of such values. If you export everything from an account and try importing it all to a new account you will find the totals don't match.

3. And my final small problem is that having set up import initially to populate the 'Category' column incorrectly, and having saved this import setup, I now cannot delete it. I've tried deleting the Mac app and re-installing but to no avail. Any ideas anyone?

Thank you in advance

[Angeman]

1. I can't set up rules based on/to act upon all columns/fields, only some of them. I accidentally imported all of my bank statement CSVs pushing a particular field into 'Category' when I should have gone for 'Info'. I can't though retrospectively, get 'Category' to populate with the contents of 'Info' (unless I set up a rule for all of them, but there are many and I'm likely to get a couple wrong!)

Yes it's not possible indeed.

2. So, due to my failings in 1, I decided to export everything I'd imported, and then re-import, sending the fields to the right places. This was when I encountered the big problem I mentioned. iCompta, when exporting to csv, includes commas in the value field where the amount is four or more digits, e.g. '£1,500'. This in itself is poor csv building, because the last thing you want are extra commas on the loose, but the big issue is that iCompta then cannot handle the importing of such values. If you export everything from an account and try importing it all to a new account you will find the totals don't match.

You can choose the CSV separator both in the import and export settings windows so you can choose a tab separator for example. I think the problem come from another software you used to edit the CSV file as when you choose the comma separator, iCompta adds quotes around the amounts to avoid this kind of issues.

3. And my final small problem is that having set up import initially to populate the 'Category' column incorrectly, and having saved this import setup, I now cannot delete it. I've tried deleting the Mac app and re-installing but to no avail. Any ideas anyone?

You can change the columns mapping next time you import and it will ask you if you want to save the modified setup. Otherwise you can remove the file directly in ~/Library/Application Support/iCompta/CSV Import Configurations.