iCompta
iCompta 5.0.5
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Manage personal finances.   Demo ($33.99)
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iCompta is a simple and powerful personal finance management application. iCompta is designed to be as easy to use as possible while maintaining an array of features to help you track your money down and start saving!

Main features:
  • Multiple currencies: Each account can have its own currency and you can organize transactions by category.
  • Compatibility: iCompta lets you reconcile transactions which are on your bank reports by downloading your transactions from your bank site either with the embedded Web browser or via OFX direct connect for supported
What's New
Version 5.0.5:

New features

  • You can customize the way the preview column is computed
  • You can download quotes from Yahoo now
Fixes
  • Several bug fixes

Requirements
Intel, OS X 10.8 or later





MacUpdate - iCompta






iCompta User Discussion (Write a Review)
ver. 5.x:
Your rating: Now say why...
Overall:
(16)

sort: smiles | time
burypromote

+235
Maclover1.1 commented on 12 Sep 2013
A great app, used it since it came out.. v.5 looks good.. BUT have now discovered Easy Books that can replace my iCompta/GrandTotal/TimeLog combo, so I will not update to 5. I found what I need for my all-in-one app for my little freelance business.
[Version 5.0]

1 Reply

burypromote

+235
Maclover1.1 replied on 12 Sep 2013
Oops, did not realize that iCompta 5 can now manage clients and invoicing.. smart move !!!
burypromote
+2

+37

Vandulus reviewed on 25 Aug 2011
For years I've used Prospects to manage my finances, but since the developer has abandoned it I was forced to find a new financial application. After testing out about a dozen different ones (see Finance, Money, MoneyDance, MoneyGuru, MoneyManager Ex, MoneyWell, Squirrel, Finance2Go, iFinance and a few others), I decided to buy iCompta.

The Good:
- Very easy to use and enter transactions
- Lots of reports
- Does a great job importing QIF files
- Looks fantastic and acts very Mac-like
- Has a companion app for the iPad/iPhone which syncs very easily
- Great price (especially with 25% discount) for the program and app. I paid under $30 for both while may other finance programs are $50 or more for just the Mac version
- Stable. I haven't had iCompta crash or needed a Force Quit yet


The Bad:
- No home page view that gives you a net worth view of your accounts
- Can't move the transaction detail pane to the right side which makes it a pain (pun intended) for left-handed users
- The animations are a bit slow for the reports

The Ugly:
- Doesn't hand stock investments very well. there is no way to input # of shares or automatically download updated pricing.
- Not a lot of documentation. For a program that has this many features, you'd expect a comprehensive manual or help file. Instead you're redirected to a webpage with only basic instructions on how to use the program.
[Version 4.0.10]


burypromote
+2

+38

Philih reviewed on 29 Mar 2011
iCompta for Mac:

It's a really nice software. Easy to use and all features that a finance software need.

But the best thing is, you can use it also on the iPhone.


iCompta for iPhone:

The iPhone-App looks exactly the same and has the same features.
You can sync via Dropbox and WiFi.
And the iPhone-App is also a standalone-product.


There is no other software which is so simple and can be used on Mac AND iPhone.
A must-have!
[Version 4.0.9]


burypromote
+8

+235

Maclover1.1 reviewed on 20 May 2010
Not free anymore.. but then again.. developers are animals who need to eat as well ;-)
[Version 4.0]

1 Reply

burypromote
+2

+851
Negritude replied on 02 Nov 2011
The developer has left the older free version up on their web site:

http://www.lyricapps.com/iCompta/downloads/iCompta_3.3.6.dmg
burypromote
+3

+235

Maclover1.1 reviewed on 15 Jan 2010
I use GrandTotal and TimeLog but was missing one element.. this is the one !
[Version 3.3.6]


burypromote
+8

+65

Slob reviewed on 19 Sep 2009
Like other reviewers I've been through several alternatives (giving up on iBank along the way for the same reasons), and am now using iCompta along with Moneywell for their varieties of output and insight. (I imported everything from a Moneywell QIF then spent some time manually sorting out categories & transaction info).

What I'm mostly getting out of iCompta is good multicurrency & overall chart view when selecting various accounts and imo great historical reportage over various time frames. There's a fine filtering system too for more detailed readouts. This has helped set up budgets for future time frames, which also read out well and quite flexibly.

It has its oddities - only basic default menus, meaning you have to be ready to mouse through all the icons dotted around the window, & limited preferences, but overall it responds very well & quickly to my large amount of input (incl 4 years of daily cashflow along with a couple dozen account records over 7 years).

Good reception from Cyril, the developer, who replies that folders or binders will appear in v.4. It also has been syncing very easily with the iPhone version.

What I find really astounding about iCompta is that it's free. I donated 20 euros and still feel slightly guilty compared to what other programs are charging. Anyway, it's a deal. Don't overlook it just because it's nominally free.
[Version 3.3.5]


burypromote

+14
kaz219 commented on 04 Jun 2008
Is there some smart import rules capabilities? I want to stop using iBank (buggy, buggy and oh, BUGGY), but this one feature from iBank is very nice for CSV import. Saves tons of manual work...
[Version 2.1]

1 Reply

burypromote
+1

+1
xadio replied on 01 Aug 2008
If you open your CSV and change the commas to tabs then it is the same thing as iCompta TSV, but note the following.

L1: DatetTypetKindtInfotFrequencytDescriptiontAmounttChecktCheck datetComment
L2: 08/01/08ttRenttCheckTransactiontMonthlyOperationtRent to Aptt-550t1t08/01/08
...

Note:
- t represents a tab, replace with tab
- line 1 are the standard descriptions which can't change.
- line 2-n are the transactions
- if you don't have a specific value use a double tab (tt)
- check is whether you verified the transaction
- kind and frequency are iCompta specific (experiment to learn all types)

I would suggest experimenting with creating a sample bank in iCompta, exporting it then looking at the export in TextEdit
burypromote

+4
macTick commented on 13 Mar 2008
Unable to import OFX or QIF files. When I click on Import Button and select format for importing and then pick file to import, nothing appears in the account. Cannot use iCompta if it cannot import downloaded bank statements.
[Version 1.9]


burypromote
+2

+5

thebrix reviewed on 26 Jan 2008
Wonderful application. There are a lot of sometimes hugely overpriced personal finance programs, and this one has the right price (after I donate) for the tasks I do; I use a Numbers spreadsheet to manage investments and iCompta to manage day-to-day accounts. If you want an application to do both, look elsewhere; iCompta is designed for day-to-day work.

Being able to put in amounts straight away after first starting up then tidy things up later (no need to input tiresome "categories" or "classes") and everything being presented on one screen where it can be edited in place are probably the most useful features, but the presentation overall is first-rate.

Earlier versions were slightly buggy, but this one seems sound; I see that even little but annoying bugs, such as the Date field for transactions being clipped, have gradually been worked out.
[Version 1.6]


burypromote

+124
Aeschylus commented on 24 Jan 2008
This program seems to lack a way to enter a check #. While it otherwise seems to be a pleasure to use, the lack of this feature renders this unusable as a primary financial program.
[Version 1.6]

2 Replies

burypromote
-1

+5
thebrix replied on 26 Jan 2008
You could put it in the Description - something like "[0123456] Cheque".

I suspect there is no such facility because, in France and a lot of other countries in Europe at least, cheques are either dead or dying ...
burypromote
Erio commented on 27 Mar 2010
For the checks, first define it by clicking on the account and indicating the check number (this will then be incremented automatically). Then when you create a transaction, choose Check, tab to go in the next field and then the check number will be selected.
burypromote

+63
Arvidtp had trouble on 09 Mar 2008
I a really excited about trying this, but it does not seem to be able to save anything - I just get "iCompta[10430] Invalid store URL: nil" in the console when I try to save...
[Version 1.8]



rated on 25 Jul 2012

[Version 4.0.11]



Neuro7 rated on 16 Jul 2012

[Version 4.0.11]



Yandan rated on 11 Nov 2011

[Version 4.0.10]



imppaint rated on 14 Oct 2011

[Version 4.0.10]



+37

Vandulus rated on 20 Sep 2011

[Version 4.0.10]



Hige rated on 19 Sep 2011

[Version 4.0.10]



+38

Philih rated on 29 Mar 2011

[Version 4.0.9]



alex833 rated on 23 Feb 2011

[Version 4.0.9]



Christophe Glaudel rated on 08 Feb 2011

[Version 4.0.9]



+8

Flinx rated on 27 Jan 2011

[Version 4.0.8]


Downloads:80,491
Version Downloads:8,332
Type:Business : Finance
License:Demo
Date:25 Jan 2014
Platform:Intel 64 / Intel 32 / OS X
Price: $33.99
Overall (Version 5.x):
Features:
Ease of Use:
Value:
Stability:
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iCompta is a simple and powerful personal finance management application. iCompta is designed to be as easy to use as possible while maintaining an array of features to help you track your money down and start saving!

Main features:
  • Multiple currencies: Each account can have its own currency and you can organize transactions by category.
  • Compatibility: iCompta lets you reconcile transactions which are on your bank reports by downloading your transactions from your bank site either with the embedded Web browser or via OFX direct connect for supported financial institutions. Factory settings are even available for most financial institutions to let you setup your account quickly.
  • Budgets: You can set budgets for your accounts to track your income and expenses on a periodic basis.
  • IOU's: iCompta lets you deal with the common problem of who owes what to who when you buy things with people.
  • Synchronization: Sync your iPhone with a wireless network via Bonjour.
  • Analysis and Statistics: You can sort and filter transactions to make statistics on your incomes and expenses. You can show a graph of the balance evolution of an account and even have a forecast for the next months.
  • Rules: You can create rules to modify your transactions automically in order to be more productive.
  • Import / Export: iCompta can import / export the following formats: CSV, QIF, OFX
  • Transfers: Make funds transfers between multiple accounts.
  • Security: iCompta documents can be password encrypted.


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