2/15/2024 0 Comments Achat icomptaIn this case a split will be matched by only one of the two budgets (and of course you can specify which one if the wrong one was chosen automatically). Secondly, you can now create an household budget next to an extra budget for example and have the same category defined in both budgets. Unlike previous of versions of iCompta a split can be only be matched by a single budget so that implies two things.įirstly, if you were used to create a new budget every month for example, make sure to set a correct end date for all your previous budgets otherwise some split could be matched by a previous budget and not appear in the new one as you would expect. As a consequence the way to display the different periods of a budget has changed, see more information in the budgets section. The period is no more defined for the whole budget but can be set for every category so you can have a monthly category and a bimonthly category within the same budget for example. Reports have now a dedicated section in the left list and can be fully customized so that you can monitor anything you want. You can now manage securities and monitor your portfolio. You can tell iCompta to update this date automatically to the current date or the end of the (week | month | year) plus a given duration. Instead, you just set the date until which you want to see all planned transactions. In addition to that you can no longer tell when to create automatically the next occurrence of a repeating transaction (a week before, at the start of the month, etc.). Unlike previous versions of iCompta repeating transactions are not directly included in their accounts, only their occurrences are. The scheduler has completely changed and is now the place to create and manage repeating and/or future transactions. There is also a new reconciliation panel that allows you to reconcile easily with your bank statements. ICompta can now manage checking, credit card, savings, cash, assets, loan and investment accounts. There are a lot of changes in iCompta 5 if you've already been using a previous version of iCompta so here is a short list of major new features.
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