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Accounts - iCash v6 User Guide | Personal Finances

Accounts - iCash v6 User Guide

Personal Finances

Compatible with MS Windows Compatible with MacOS

5.- Accounts

The first step using iCash will be likely to add new accounts or edit existing ones. To add a new account just select the Overview panel and use the buttons on the left side, right above the list. Select any given type or category from the list and press the "+" button to add your new account to it. To delete an account, select it from the list and press the "-" button. To edit an account just double-click on it or use the tool button Edit menu on the left of the "+" button.

Screenshot

New paragraph Adding accounts:
To add an account click on the the '+' button or select Account | Add Account from the main menu or from the contextual menu, select a type and a category, choose a name and optionally an opening Balance, a currency and add a comment. Name must be unique. Keep default currency if your account doesn't use any specific one. Category pull-down menu only shows selected type categories. Once you are finished hit the Add button.

Screenshot

New paragraph Editing existing accounts:
To edit an account double-click it from the list or select it and choose the Account | Edit menu. Just change whatever you need and press the Save button. Remember, the account name must be unique.

New paragraph Deleting accounts:
To delete an account select it from the list and click on the "-" button. An account used at least in one transaction is automatically locked so it can't be deleted until you remove all the transactions where it is used.

You can manage your accounts from the account manager, Account | Account Manager menu as well. You will be shown with the current account list and all the necessary controls to add, edit or delete them. You can choose which accounts you want to be displayed by type or category and which accounts should be displayed when adding transactions using the rightmost checkbox. Rightmost columns display the opening amount and the currency of each account.




Stan Busk Stan Busk
December 16, 2020






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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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