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Queries - iCash v6 User Guide | Personal Finances

Queries - iCash v6 User Guide

Personal Finances

Compatible with MS Windows Compatible with MacOS

9.- Queries

The Queries panel provides a straightforward interface to search for transactions. You just have to set a date range, an account type, a category and a field name to look for and optionally a particular field. It is fast and easy.


Available date ranges are current year, current month, a given year or month or a custom range. You can look into any available type, category and account for any possible field. In addition, the Queries panel lets you reconcile your transactions using your Bank statements. You can search for a given Balance or inside a closed range. You can also simply search for unreconciled transactions inside a date range. Press the command key for composite queries (accumulated results between queries).

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

The 'Group' check box lets you display grouped transactions as is or un-grouped.

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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