When launching iCash you will be shown with a Recent Documents window from where you can open previous documents or create new ones. 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.
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. Unlike other products iCash uses accounts to represent absolutely everything from Banks to Expenses allowing you to get individual balances at any time, generate customized and detailed 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.
- Home set includes 34 accounts and 38 categories for home use.
- Office set includes 73 accounts and 32 categories for the office.
The file creation process can take anywhere from a few seconds to a couple of minutes depending on your machine speed.
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.
