The name of the document is displayed in the title bar 4 above some buttons allowing you to save the document, print, manage import and export configurations, launch Calculator system app and a search field.įinally there is a preferences window which can be accessed through the iCompta menu at the top of the screen.
MONEY VS ICOMPTA PASSWORD
There is also a lock button to protect the document with a password on open. These different elements are detailed in the next chapters.Īt the very bottom of the the list, there is a + button to create an account, a report or a budget and a - button to delete selected items. The left list lets you access the main elements of your iCompta's document : accounts, scheduler, budgets, reports, budgets, synchronization, currencies, categories, securities, rules, taxes, companies, clients and invoices. The window of an iCompta document is divided into 3 parts : a list on the left 1, a central part 2 which shows content depending on the selection in the left list and optionally a right panel 3 to edit the selection of the central part. In addition to saving the document, it also sends your changes to the cloud if you have enabled iCloud or Dropbox synchronization. When you make changes, they are automatically saved on a regular basis but you can also trigger the save with the File > Save menu item or the keyboard shortcut ⌘S. Create a new document as explained above and make a local network synchronization using the replace mode. If you have installed iCompta on another device you can also get your document back with a local network synchronization if the two devices are connected to the same local network. Getting an existing document from another device If you have installed iCompta on an other device and have already synchronized a document on the cloud, you can get this document back by moving the mouse on the File > New document from menu item and clicking on the document name when it appears. Getting an existing document from the cloud You can create a new document by clicking on the File > New document menu item. If you need to reinstall your computer or move iCompta on a different computer make sure to save your documents, you'll just have to reopen them when done to get all your data back.
MONEY VS ICOMPTA PROFESSIONAL
In iCompta you can manage different sets of accounts in separate documents, one for your personal accounts and one for your professional accounts for example. Finally you can now handle estimates and credit notes in addition to invoices, you can set a discount for an invoice and you can manage several companies.Ī document is where all your data (accounts, transactions, etc.) is stored. The invoices now have a due date which make them appear in red when the payment has not been received yet. It's now easier to keep the link between your invoices and your transactions as you can create the corresponding transaction directly from an invoice. You can print the list of invoices and there is also a new default invoice printing template.
You can import clients and invoices from a CSV file. The rules engine offers new possibilities and you can extract a date from text for example. You can select a line in a report or a progress bar of a budget item and hit space to preview the corresponding transactions. The display of all reports has been improved with a particular attention to keep the legend visible while scrolling. The balance evolution graph is now more customizable and allows you to see the evolution of your net worth over years for example. There is also a new action to add missing categories to a budget and you can change the start date and the end date of several lines of a budget at once. You can put a 0 amount line in a budget and you can add a line that will include transactions not included in other lines. The previous periods of a budget are now frozen and keep the budgeted amount they had when they were created even if you change the budgeted amount later. There is also a new action to categorize transactions from previous transactions automatically.Ī Today extension has been included to enter a new transaction quickly without having to leave what you are currently doing.Īll details in the transactions section. Splits are handled in a better way to avoid entering same information twice.
MONEY VS ICOMPTA FREE
For example it's now possible to hide the fields you don't use in the transaction editing panel to free some place. TransactionsĮverything has been done to make creating a new transaction faster and easier.
MONEY VS ICOMPTA PRO
Support of the Touch Bar of the new MacBook Pro has been added to further simplify the most common tasks.
Many interface changes were implemented for greater ease of use. The database format has been rewritten completely to be faster and more reliable. There are a lot of changes in iCompta 6 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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