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iCash - Money Manager | User Guide

iCash - Money Manager

User Guide

Compatible with MS Windows Compatible with MacOS

11.- Charts

Charting is a way of tracking different types of information related to your personal finances to help you analyze your performance and determine how close you're to keeping within your goals. Charting can be done to analyze a single account, a category, a type of account, including Profit and Loss report. You can think of it as an extension of the statistics because it also serves to identify areas where improvements could be made.

iCash offers 3 types of charts, Line, Bars and Pie. Line and bar charts are intended to display the evolution of an account or a group of accounts over the time whilst the pie chart simply shows ratios allowing you to visually compare accounts or categories of the same type. For example it allows you to know the proportion of a given expenditure compared to others.

Screenshot

The fastest way to create a chart is selecting an entry from the Overview or the Account panel and press the Chart button. You can use a single account, a category or a whole account type. You can also start with a generic Chart window or edit parameters:

Period, available options are: All, Current Year, Last Year.
Frequency, available options are: Monthly, Quarterly, Semiannually, Annually.
Types, available options are: All types, Banks, Incomes, Expenses, Liabilities, Portfolio, Assets.
Category, available options are: All categories or any given single account.
Account, available options are: All accounts or any given single account.

Charting windows is made of two panes. The left panel displays the values for each period (or account) allowing you to activate or deactivate corresponding nodes in the chart panel on the right. You can print your chart using the File | Print menu or copy it to the clipboard using standard Edit | Copy menu.



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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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