![]() ![]() Click the checkbox above the category to control whether a rule is automatically created. Changing a category will automatically create a QuickFill rule that will be applied the next time that payee is entered. NEW QuickFill will improve auto-categorization of downloaded and manually entered transactions.Q2019 just had a update within the last 2 weeks and now today again another update… Years of experience using Q2007 reporting feature yet I can honestly say that current version is on par if not better. Skipped trying until whatever version I started in 11/2018 and proceeded with great suspicion yet appreciation as things improved over the year. Not only not impressed but not workable for my needs. BT has nifty features and some that need work as with many other products. ![]() In the big picture, I could recommend BT if you are starting anew or performing a relatively “simple” conversion as discussed here. I wish the calculated four-digit gains were true. For example, I have some tickers that are incomplete that are missing the Buy or the Sell component and yet an ROI is calculated. The stock transaction reports are obscure as to how these (some times outrageous) numbers are derived. BT has not issued release notes on the last two updates nor has the manual been updated (at least I have not been notified of its availability). That was one year ago and there has been zero feedback. I have reported 10 bugs (and have many 15 to go) to BT Support. It’s working but I continue to encounter BT bugs. Using Excel I have resorted to building a. The MYM conversion tools do not support split and stock transactions and nor do. I also have 10 years of Managing Your Money (MYM) that I am converting to BT. I encountered all the issues you mentioned and then some. I have 10+ years of Quicken files from multiple versions spread over Macs and Windows and these files broken into year-end backups. ![]() Like you, Quicken Essentials was not viable for me and I chose BT iBank 4. As I suspected, my conversions are far more difficult. Those who have been put off by iBank and iFinance may well be impressed.James, Thanks for the quick reply. The one big downside of iCompta is the lack of preferences - there are virtually none, other than the ability to auto-save and automatically update exchange currencies.Īll in all, iCompta is an extremely well-executed finance application. If you feel secure enough doing so, you can even sync iCompta with your iPhone via Bonjour.Ĭolor coding categories works very well, so it's easy to see on what you've been spending your money on. You can also download transactions for exporting in CSV, QIF, and QFX format, although notably not in XLS, unfortunately. Over time, iCompta allows you to display a graph which shows your incomings and outgoings over a period of time and it can even make monthly forecasts based on past performances. You can even link accounts - including those of differing currencies - to their respective online pages for login via iCompta's own browser, although this only works with certain banks and I would be very careful about logging into your bank account this way anyway. The idea of iCompta is to allow you to bring all of your banking accounts together so that you can see what all of them contain in one app. ICompta is a simple but powerful money management app that could help you bring some order to your finances. ![]()
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