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Creating an iCash Account Set

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When you create a new iCash document you have the choice between creating either a blank document or a document with a predetermined set of categories and accounts (you can even import the categories and the accounts from a another document). Two sets are available by default, the 'Home' and the 'Office' sets. Actually those sets were created and added to iCash to save you time and to get you started. I believe it is a good idea to create your own sets of accounts if you plan to create new iCash documents frequently. This article shows you how to do that in a few easy steps.

The new document window

When you create a new iCash document, you first choose a name. Right after you get a window where you can choose an account set, import the accounts and the categories from another iCash document or create a blank document.

We will now create a new account set and add it to the list. It will appear along with the 'Home' and 'Office' sets.

How does it work

An account set is actually an iCash document saved as XML (a standard data format) with no transactions located at a specific place inside the iCash application folder. You can indeed create an empty iCash document or use an existing account set, make all the modifications you need and then place it to that specific location. Your account set will then appear in the account set pull-down menu.

You will find out that iCash comes with 3 Swedish account sets, a customer created those sets and we decided to include them. They have been placed in a folder labeled 'SE'. As a result only iCash running on a Swedish system will show them. To make an English set available to iCash running on an English/American system you would need to create a 'US' folder and place the set inside.

You will also find out there are no files for the 'Home' and the 'Office' sets. This is because those default sets are actually built-into the application.

Creating an account set

Just create a new iCash document as usual. Create a blank document and add all the categories and accounts you need or create a document using an account set or import accounts and categories from a previous document. Take your time and make all the required modifications. Never use an existing document directly, always create a new one. This is because the document should not contain any transaction.

Once done export that document using the ‘File > Export > XML Dump’ menu. Select a name you like and save. Then move that document to the appropriate folder. If you use the English version of iCash the location is iCash/Components/Account Sets/US. Use 'DE' for German, 'IT' for Italian, 'ES' for Spain, 'FR' fro French'...etc... If that folder doesn’t exist, just create it.

Once done try to create a new iCash document. Your account set is now available!

Enjoy!

(And if you create an account set that may be useful to the iCash community please share it and we will include it!)




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Stan Busk Stan Busk
September 16, 2015




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Stan Busk If you want to make the most of the software that you have acquired at Maxprog, do not miss the Stan's Blog. It is a library of Tutorials and Tips covering specific features and tipical problems you may have when using our tools. This page is updated regularly depending on the topics discussed in our public forums and issues reported thru our HelpDesk. If you are interested on what we are currently working on (or want to participate in beta testings) don't miss the Stan's Logbook.
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iCash is a software intended to control your personal finance, keeping track of incomes, expenses, credits, debts and Banks transactions for you. As simple as creating the accounts you need and move money between them! You don't even need to know about accounting or even care about it! Your finances depends largely on good organization that lets you know where your money comes from and to where it goes.

iCash is an easy-to-use, full featured and multi-purpose Personal Finance Manager tool for macOS and Windows intended to help you control all kinds of money issues. iCash can serve several small accounting needs for either private users, or clubs, associations, self-employed, small businesses or simply to be used at home, making keeping track of incomes, expenses and Banks transactions a snap.

With a few clicks you can begin creating accounts and making transactions in minutes. iCash is versatil and user-friendly. For this reason it doesn't use the principle of double-entry bookkeeping making it much easier to be used by people with very little or no accounting knowledge at all.

Simply create accounts for all your expenses, incomes, Banks... and start moving money between them! iCash will then allow you to find out where all your money comes from and where it goes. All accounts are well organized according to user-defined categories and built-in types so reports can be tailored to include all records or only ones meeting specified criteria.

Cash also allows you to have as many money manager documents as necessary so you can control almost anything from Clubs, associations, home and so on at the same time.

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