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Adding new transactions - Tips and tricks

Adding transactions to iCash is certainly something you will do very often. It is a borring and repetitive task but, are you sure you are using the software to its full potential? Actually iCash can help you a lot with that as well!

Transactions are the base for moving money between accounts. You have to input your stuff the best as you can since everything depend on the quality and the accuracy of the data you enter. Reports and charts are as good as the data you type. Queries return as many information as what you have added in the first place. So, take your time, check the data you type, add as many information as you and take advantage of all the great iCash features.

iCash lets you add transactions in many ways but did you know iCash also assists you in order to get it done faster and better? This article shows you how to optimize data input by using the iCash built-in functions, enjoy!

Transaction input fields autocompletion

Autocompletion is a feature in which iCash predicts the rest of a word you are typing. All text fields in the transaction input panel support autocompletion. Autocompletion greatly speeds up your interactions with iCash as it predicts the word you intend to enter after only a few characters have been typed into a text input field.

It works this way, you press a key, the text autocompletes. If it is OK you just press the tab key to accept the suggestion, if not you enter more text. You do that until the text autocompletes the way you want.

Alternatively you can press the Down Arrow key at any point and try any of the other autocompletion predictions (and the Up Arrow key to go back in the list). You can even see the list of predictions pressing Command+Down Arrow on Mac OS or Control+Down Arrow on Windows (or the full list with Shift+Command+Down Arrow on Mac OS or Shift+Control+Down Arrow on MS Windows), select an entry with the arrow keys and press the return key to select it.

The idea is not to leave the keyboard but you can always click on the right arrow to see the full list of choices, not only the ones that start with what you have typed and you can also right-click on that same location in order to create a new entry or in the case of accounts, to get all your accounts displayed organized by types and categories. Handy when you don't remember a given account name or what category it belongs to. By right-clicking you can also get access to the menus to create accounts, edit transaction types, payees, comments and projects.

Transaction autocompletion

Transaction autocompletion is another feature in which iCash predicts a transaction based on previous transactions, on the Origin account, the Target account and/or the Payee you have selected. This feature can be deactivated from the iCash preferences nevertheless transaction autocompletion greatly speeds up and expedites your interactions with iCash as it predicts the transaction with very few information.

It works this way, select the 'Day' field (press the tab key if needed), enter the day manually or by using the Up Arrow or Down Arrow keys. Since you know you already entered a similar transaction before you can skip the 'Transaction type' field by pressing the tab key twice. Just enter/select an origin account, press the tab key and/or enter/select a target account and/or enter or select a Payee. Now, as soon as you press the tab key again, all the other fields autocomplete. You can then accept or change the amount and the comment.

Try to enter a transaction just by typing or selecting a Payee and pressing the tab key. We know of users entering most of there transactions that way.

Amount calculator

Select the amount field, enter for example 25 and then press the + key (or any operator key). The iCash calculator appears. You can continue using your keyboard to complete the calculation. Press the 'Enter' or the '=' keys to get the result and the 'Return' key to close the calculator and get the result in the amount field. If you open the calculator per error or you have changed your mind, press the Space bar to close it ignoring the calculations. The escape key lets you reset the calculator (AC).

Predetermined Origin Account

There are times when you have to enter a lot of transactions and the 'Origin Account' is always the same one. You can set a predetermined Origin Account by selecting any entry from the pull down menu right above the transaction list. By default it reads 'All accounts'. If you select an account there the 'Origin Account' will be always set to that account by default. Click on the 'Clear' button or on an empty line in the transaction list to reset the transaction input panel with this new setting.

Using previous transactions data

From given fields, especially the Day, Transaction Type, Origin Account, Target Account, Payee, Comment and Project fields, you can get a list of previous transactions just pressing the Command+Left Arrow and the Command+Right Arrow keys. You will get a list of all recent transactions or a list of recent transactions using the current field selection respectively. It means you can get a list of recent transactions using the selection of the current field Command+Right Arrow (same as clicking on the field label) or a list of recent transactions whatever the selection of the current field is Command+Left Arrow. This is handy when you are unsure how you entered a similar transaction is the past.

Using the calendar

When on the Day field you can access a calendar just by pressing the Command+Down Arrow keys on Mac OS or Ctrl+Down Arrow on Windows or clicking on the label above. If you select a date outside of the current transaction panel date you will be moved automatically.

Using favorites

Again, from given fields, especially the Day, Transaction Type, Origin Account, Target Account, Payee, Comment and Project fields, you can access the favorite list. Just press the Command+Up Arrow keys . You can add favorites to this list several ways, either by selecting an existing transaction and using the Transaction > Add to Favorites menu, right-clicking on your mouse and using the same menu or pressing the Shift+Command+F keys on Mac OS or the Shift+Control+F keys on MS Windows.

Using last transaction(s)

When in the Day field you can press the Space key and get all the transaction input fields filled with the data of the transaction you last added. To say the true, this feature is really handy when you have to enter the same transaction several times and only the amount is different. The cursor is automatically moved to the amount field, you can then edit the amount or use the Up arrow and Down arrow keys to navigate thru the previous transactions.

Duplicating existing transactions

Finally you can always duplicate exiting transactions using the Transaction > Duplicate menu (or right clicking on a transaction and selecting 'Duplicate'), one or several at a time. You can even repeat a transaction at given time interval.

Hope this post has been useful for you, feel free to comment this post below!

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Stan Busk Stan Busk
January 13, 2016

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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.
For years, MAX Programming has provided companies around the globe with sophisticated and innovative solutions. Our commitment to quality is not only evident in our products, but also in our people. It is our mission in Professional Support Services to ensure that our products perform to the fullest of their ability in order to meet the business objectives of our customers. We provide the tools and information required for improved productivity. To accomplish this, we offer an array of services including: Technical Support, Education Services and Consulting Services.

Maxprog is part of an internet site network made of desktoolset.com, emaildesignstudio.com, familycash.com, icash.promo, maxbulkmailer.com, maxprog.com, maxprog.net, maxprog.org, maxprog.us, myrecipients.com, newslettercomposer.com, sharedcontents.com, stanbusk.com, stanbusk.pairserver.com, usertools.com.
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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