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iCash - Money Manager | User Guide

iCash - Money Manager

User Guide

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.




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Stan Busk Stan Busk
August 12, 2019




Recent questions from our iCash users
  iCash on MacOS 10.15 New
  A column has disappeared in the Account Manager New Screenshot
  How can I update an asset value New
  iCash file size grew up over 120 Mb Update Screenshot
  Importing Bank statements into iCash
  Cambiar de macOS a Windows
  Desactualizado 32 bits a 64 bits
  Importing accounting data from Quicken
  Error cargando iCash
  Creating submaps
  Quelle est la différence entre iCash et iCash SE?
  Reconciled amount is wrong
  Activation Key
  Icash update
  Wont print Anything
  Fallo cierre programa
  Mensaje de error al cerrar la aplicación
  Plan de actualización
  New download wont open
  No se ejecuta el programa
  64bit version of iCash
  No files in File Manager
  How can I update from iCash 7.5.3 (App Store) to 7.6.x
  Slow loading iCash data files
  Computar cuotas de hipoteca como gasto en los informes
  MacOS 10.13 High Sierra
  64-bit version of iCash availability
  Desactivar notificaciones del plan de actualización
  The iCash Currency Manager doesn't update anymore
  How I can I recover the serial number?
  All transactions are displayed with the same date
  Editing the Transaction Types list on Windows

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Generic questions
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Stan Busk If you want to make the most of the software that you have acquired at Maxprog, do not miss the Stan's Blog. It is a library of Tutorials and Tips covering specific features and tipical problems you may have when using our tools. This page is updated regularly depending on the topics discussed in our public forums and issues reported thru our HelpDesk. If you are interested on what we are currently working on (or want to participate in beta testings) don't miss the Stan's Logbook.
For years, MAX Programming has provided companies around the globe with sophisticated and innovative solutions. Our commitment to quality is not only evident in our products, but also in our people. It is our mission in Professional Support Services to ensure that our products perform to the fullest of their ability in order to meet the business objectives of our customers. We provide the tools and information required for improved productivity. To accomplish this, we offer an array of services including: Technical Support, Education Services and Consulting Services.

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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.

   Currency  39.90
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