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Overview Panel - iCash v6 User Guide | Personal Finances

Overview Panel - iCash v6 User Guide

Personal Finances

Compatible with MS Windows Compatible with MacOS

4.- Overview Panel

The Overview Panel displays all your accounts structure along with related general and pending transactions total for the time period you selected. Note that the period affects money flow accounts only like Profit and loss. Balance accounts simply display current balance.

This panel is made of two sections, Balance and Profit and loss.

New paragraph Banks, Portfolio, Assets and Liabilities are listed in the Balance section.
New paragraph Incomes and Expenses are listed in the Profit and loss section.

Screenshot

The Overview Panel is nothing less than an account browser. It allows you to look at your accounts either classified by category and type or as a flat list. It also lets you get a quick overview of your situation by displaying the reconciled balance, the general balance and the pending reconciliation amounts. In addition you can set iCash to display only a given account type or category for a determinate period using the two pull-down menus located on the upper left side. When using the hierarchic view all the entries except accounts can be expanded or collapsed to show or hide their contents. You can expand/collapse all entries at once using the browser contextual menu (Control-Click or right mouse button click). Each entry name includes item count where applicable enclosed in brackets. You can open a type or a category by double-clicking on it, go back and forth using the left and right arrow buttons, return to root view clicking on the Home button and switch between hierarchic and flat view anywhere and any time.

The Overview Panel includes a Transaction browser you can use to quickly display transactions related to a given account, category or account type for a given period. This browser is collapsed by default. Use the disclosure triangle to get it expanded and the window horizontal splitter to resize it.

Screenshot

Double-clicking a transaction will take you to that transaction but in the Transaction panel so you will be able to edit or delete it if required. If you double-click with option key pressed you will then be displayed with transaction details window.




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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