About iCompta
iCompta is a comprehensive finance application designed to help you track income and expenses, schedule bills, manage budgets, and visualize spending with intuitive charts. Available on macOS, iOS, and iPadOS, it supports multiple currencies, shared expense tracking, and seamless synchronization across devices via iCloud, Dropbox, or local network. Professional features include tax handling, client management, and invoicing. The app also offers automatic bank transaction downloads (with subscription) and batch editing for efficiency.
FAQ
The first time you created your accounts in iCompta, you were asked to choose a location to save them. By default, it's in the Documents folder and the name of the file ends with .compta for version 4 or .comptadb for version 5. If you don't remember where it is, you can hold ⌘ and click on the title bar of the older version to show its location. You just have to open this file with the new version. It will be converted to the new .cdb format and you will be asked to choose a new location to save it.
Yes, 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.
You can create an account by clicking on the + button in the bottom left corner or by clicking on the Document > New account menu item. When you create a new account, a new window appears to let you edit its properties.
In iCompta 6, you can hide fields you don't use in the transaction editing panel, splits are handled better to avoid entering the same information twice, and there is a new action to categorize transactions from previous transactions automatically. A Today extension has also been included to enter a new transaction quickly without leaving what you are currently doing.
The preferences window can be accessed through the iCompta menu at the top of the screen.
The balance of an account is the sum of all transactions except the ones that are planned or canceled. The cleared balance is the sum of all cleared and locked transactions and is intended to be compared to the balance shown on your financial institution's website to check for mistakes.
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