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Categories - iCash v6 User Guide | Personal Finances

Categories - iCash v6 User Guide

Personal Finances

Compatible with MS Windows Compatible with MacOS

6.- Categories

iCash lets you create as many categories as you wish to classify your accounts. Categories are actually sub-categories of types. Any account belongs to one only category and this category to one only type. When types are predefined and not editable categories are fully customizable. You can create categories from both the Overview panel using the Tool button or from the category manager. You just need to choose a name that has to be unique and a type.


New paragraph Adding categories:
To add a category select Category | New Category from the main menu or from the contextual menu, select the category type, choose a unique name and click on the Add button.


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

New paragraph Deleting categories:
To delete a category select it from the list and click on the "-" button. Note that a category 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.

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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