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Getting Started - iCash v6 User Guide | Personal Finances

Getting Started - iCash v6 User Guide

Personal Finances

Compatible with MS Windows Compatible with MacOS

3.- Getting Started

When launching iCash you will be shown with a Recent Documents window from where you can open previous documents or create new ones. If it is the first time you are using iCash, just hit the New button in order to create a new document. Note that iCash documents contain everything you need to start managing your money so you will likely use one document only. This document can be opened directly from the Finder with a double-click. Doing so you will not see the 'Recent Documents' window below.

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If you choose to create a whole new document you will be asked to enter a name. This name will identify your document file and will be also the document title.

Screenshot

Once a name has been given you will be asked whether you want iCash to create default categories and accounts for you. You have the choice between two account sets labeled Home and Office. iCash uses accounts for everything from Banks to expenses allowing the user to get individual balances at any time, generate customized reports and track every single money matter. All those accounts are arranged into categories and types. Of course you can choose to create them yourself but it is recommended you first create a document using a predefined set to understand how iCash works.

New paragraph Home set includes 34 accounts and 38 categories for home use.
New paragraph Office set includes 73 accounts and 32 categories for the office.

Note: You can also create a new document importing accounts and categories from previous iCash file. Just select iCash file from the pull-down menu and check the 'Copy Balances' box if you want to copy balances.

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The file creation process can take anywhere from a few seconds to a couple of minutes depending on your machine speed.

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iCash documents are made of 6 self-explanatory tab panels labeled Overview, Transactions, Queries, Reports, Budgets and Statistics. The window title always shows the document name, current general and reconciled Balances. The toolbar includes fast access buttons to most used features and functions:

New paragraph Data Import and Export
New paragraph Transaction Favorites
New paragraph Scheduler
New paragraph Accounts
New paragraph Categories editor
New paragraph Contacts editor
New paragraph Charts visor
New paragraph Print
New paragraph Preferences

Screenshot

When Overview, Queries, Reports and Statistics panels are for getting information, Transactions one is for inputing data. Documents open showing the Overview panel by default.




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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