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Importing Data - iCash v6 User Guide | Personal Finances

Importing Data - iCash v6 User Guide

Personal Finances

Compatible with MS Windows Compatible with MacOS

14.- Importing data

New paragraph Comma-Delimited Text
In order to import data from another database application, you need to export it to a common format like Tab-delimited or Comma-Delimited text. Once the data is available in a format iCash can handle, just click on the Import button, select your file from the dialog and click on the Open button. You'll then be presented with a screen showing all the fields included in the file. You can use the Field Delimiter pull-down menu to change the format and to preview the data. You can use the left and right arrows on the top left corner to scroll through all records.

iCash assists you during the import process by giving you the possibility to import the data from the file the way you want, that is, the fields you really need in the order you want using one of the four available delimiters: tab, comma, colon or semicolon. Your database field order likely won't correspond with the field order required by iCash. Just highlight a field and use the up and down arrows on the right hand side of the screen until it matches the correct field and repeat as often as required. You can go through the file data in order to check that each field is really where expected. Once all the fields are lined-up and properly checked, click the Import button and your data will be imported.

Note: iCash lets you save your current import settings for later use. Just use the Import Presets pull-down menu to create, load or remove your import settings.

Screenshot

New paragraph Quicken QIF
iCash supports QIF imports. You have to export to QIF first from your previous accounting software into a single file or three separate files, Categories, Accounts and transactions. These files have to be imported to iCash in this same order.

Screenshot

New paragraph OFX | QFX (Open Financial eXchange)
iCash also supports the OFX imports (aka QFX). OFX is a unified specification for the electronic exchange of financial data between financial institutions, businesses and consumers via the Internet. OFX is very common as the online Banks preferred export format as it is based on the XML standard. To import an OFX file, select the File | Import | OFX menu, select OFX from the import window, press Import and select the file.




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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