Suggestions

BudgetBug

New Member
Disclaimer: I am only a new user, so some of these may not be what the program is designed for or how others would like it to look or operate.

1. On the Home Page give it a look of a Register in the sense of Highlighted bars that run across the page to visually help see across the page.

2. On the Drop-Down Menu where it shows "All Accounts" have each lower level account listed (e.g. Individual Credit Card accounts, individual Checking accounts, etc.).

3. More complete manual or help to know exactly what the terminology is within the program.
Example: I think in terms of Categories and Sub-Categories, but iCash seem to call what I always thought of as sub-categories, "accounts," and top-level categories as simply "categories". Then it calls Checking, Liability, Savings, etc. accounts, "Accounts". It is not clear at times what is what and why it labeled this way.

4. It would be nice/faster to have a pop-up calendar where the day is selected in the transaction window.

5. Have the Budgets areas automatically update when the users changes, or updates items. Or make it optional anyway.

6. Give an option to not have to confirm changing a transaction when the user clicks on "change". It would be faster to simply change the items.

7. Contacts, might be clearer to call it Contact/Payees. I thought it was a Contact list for people, but I was unsure why it was necessary. It was not until I entered data I saw it was used for my various payees.

That is enough for now, but I really like the program, but I struggle with trying to figure out the terminology used and how it applies. It seems iCash must be based on some form of accounting protocol, but I am not an accountant, so it is a little confusing at times.

Keep up the good work and I look forward to using the program to keep my personal finances and see long-term goals.
 

stanbusk

Administrator
Staff member
1. On the Home Page give it a look of a Register in the sense of Highlighted bars that run across the page to visually help see across the page.
You can do that by clicking on the second button from the left below the account pull-down menu.
2. On the Drop-Down Menu where it shows "All Accounts" have each lower level account listed (e.g. Individual Credit Card accounts, individual Checking accounts, etc.).
You can also double-click folders in the list to see contents.
3. More complete manual or help to know exactly what the terminology is within the program.
Example: I think in terms of Categories and Sub-Categories, but iCash seem to call what I always thought of as sub-categories, "accounts," and top-level categories as simply "categories". Then it calls Checking, Liability, Savings, etc. accounts, "Accounts". It is not clear at times what is what and why it labeled this way.
This is explained in the manual second chapter. I agree however the manual needs some updating.
4. It would be nice/faster to have a pop-up calendar where the day is selected in the transaction window.
It already exists, click on 'Day' right above the day field.
5. Have the Budgets areas automatically update when the users changes, or updates items. Or make it optional anyway.
I will have a look.
6. Give an option to not have to confirm changing a transaction when the user clicks on "change". It would be faster to simply change the items.
You can deactivate that confirmation window from the preferences, first panel, below 'Warnings', 'Confirm Changes'.
7. Contacts, might be clearer to call it Contact/Payees. I thought it was a Contact list for people, but I was unsure why it was necessary. It was not until I entered data I saw it was used for my various payees.
It is indeed a list of contacts. You can use that list for Payees but not all contacts have to be payees.

About your last comment, I made iCash to manage transactions like in the real world. It is supposed to be a software that doesn't require accounting knowledge.
 

BudgetBug

New Member
Thank you for the reply.

I was totally unaware of some of these things (obviously).

Double clicking on an Account opens the Edit window and does not take me to the account transactions.

The manuals explanation is a bit difficult to understand as it speaks of "types" not accounts. I think type and account are the same. I guess it just seems odd to call two different things Accounts in the same program.

Regarding confirming changes. I do not have the box ticked to confirm changes, yet it stills asks for confirmation. I tried ticking it and the same thing takes place; it asks for confirmation.

I appreciate your response and the help it offers. I am really thinking that iCash will be very beneficial to my home money management.

Thanks

One other question. I could not find this in the manual. Is "Direct Billing" the same as an EFT (Electronic Funds Transfer)? I have never heard the term "Direct Billing" and am not sure if it is me expending money, or me receiving from billing another person. I am assuming it is like an EFT though.
 

stanbusk

Administrator
Staff member
Double clicking on an Account opens the Edit window and does not take me to the account transactions.
Yes indeed, to see the transactions click on the disclosure triangle at the bottom left. This is explained in the User Guide, chapter 4.
The manuals explanation is a bit difficult to understand as it speaks of "types" not accounts. I think type and account are the same. I guess it just seems odd to call two different things Accounts in the same program.
No, they are not the same at all. A type is like a folder, it contains categories. Those categories then contains accounts. Types are root level classification: Type > Category > Account
Regarding confirming changes. I do not have the box ticked to confirm changes, yet it stills asks for confirmation. I tried ticking it and the same thing takes place; it asks for confirmation.
I just tried here and it works as expected, as soon as I uncheck it, I can change unreconciled transactions without a confirmation dialog. I guess you are editing reconciled transaction then, do you?
One other question. I could not find this in the manual. Is "Direct Billing" the same as an EFT (Electronic Funds Transfer)? I have never heard the term "Direct Billing" and am not sure if it is me expending money, or me receiving from billing another person. I am assuming it is like an EFT though.
It is the money that is taken automatically from your account to pay something.
 
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