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Personal Finance Software | iCash v5 - What's new?

Personal Finance Software

iCash v5 - What's new?

Compatible with MS Windows Compatible with MacOS

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iCash v5 is finally ready! We have been very busy in order to release this new version in time. Actually, it has been possible thanks to all the feedback and support we have received from you. We hope you will find in v5 some of the stuff you asked for. Otherwise, don't worry we have a lot of material left to process in order to offer lot of free updates in the next few months. Needless to say that new iCash release comes with a lot of new features and enhancements. Some changes have forced us to redo important parts of the software. Several of those changes seem small to you but they can be the result of months of work to adapt the application and make sure everything work as expected. We strongly feel it has been worth our time.

With v4.0 we introduced Budgeting, Account navigation and support for bar and pie charts. In new V5.0 we have added one of the oldest feature request we have ever received, the possibility to get scheduled transactions displayed along with the real ones. In addition, it is now possible to merge accounts, categories and contacts. The most tricky development has been without doubts the possibility to edit several transactions at the same time. We have also enhanced the whole interface adding new functions almost everywhere and we have added two new reports. The full list is right below. Enjoy!


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New paragraph New features

New paragraph Scheduled transactions visibility
The Transaction panel now displays your scheduled transactions along with the real ones. Don't panic! You can easily tell them apart since they are shown in light grey with a distinctive icon. It is now easier than ever to find out how many transactions are due and how much money will be spent monthly. You just need to go to the transaction panel as usual and if you have scheduled transactions iCash will automatically display them as disabled entries (light grey) with a different icon. You can edit those transactions double-clicking on them and using the usual scheduled transaction editor. In addition you can postpone or convert a scheduled transaction into a real transaction directly from the transaction panel by highlighting it and right-clicking on your mouse. You will see two new menus, 'Add now' and 'Postpone'. The 'Add now' menu will add the transaction ahead of time with today's date and will reschedule it automatically. The 'Postpone' menu reschedule the transaction to next date without adding it for current period. Note that the 'Add now' option is also available from the scheduler manager window. Don't worry, if you don't need this feature you can deactivate it from the preferences panel, by unchecking the 'Show Scheduled Transaction' box.

New paragraph Multiple transactions edition
It is finally possible to edit several transactions at once as you do when editing music tags on iTunes. This is an extremely handy feature. You can for example set or remove the transaction type from hundreds of transactions in seconds. Supported fields are the date, the transaction type, both the origin and target accounts, the payee, the amount, the comment and the project. You can use this feature with as many transactions as you want and change as many fields as you need. Needless to say it is to be used with an especial care as there is no undo function available. To use this feature just highlight several transactions an select the 'Transaction | Edit' menu or right-click your mouse button and select the 'Edit' menu. You will get a new window with all the available fields. As soon as a field is changed, its heading check box get checked. Only checked fields will be updated. If something is wrong the 'Change' button will disable itself automatically.

New paragraph Account Merging
There are times when you create new accounts and later find out that you could have used the ones that was already available. Or perhaps in a few months you will feel like some accounts are duplicated or useless and it would be much better if you could put them all together. Well, you can now achieve that and merge two or more accounts with just a couple of mouse clicks. Just select the 'Account -> Merge' menu or highlight an account and right-click your mouse. You will get a new window. Just select the type and currency of the account to be merged, select those accounts from the list right below and select which account should be kept. Once done click on the 'Merge' button. As a result all the selected accounts transactions have been moved to the account you have kept and they have been eventually removed. You have now the same as before but in one single account. This function is to be used with an especial care as there is no undo function available.

New paragraph File Manager
We no longer have that weird window called 'Recent Documents' displaying a few of your files. It is now called 'File Manager'. It lists absolutely all the files you have been working on and now allows you to Delete and Duplicate any of your documents. The 'Delete' button allows you to either move a document to the trash or just remove it from the list keeping it on your hard disk. The 'Duplicate' button allows you to create a carbon copy of a file and get it added to the list. It can be handy if you need to work on a copy or to create an accessible back-up. In addition we have added a new button called 'Tools' that gives a quick access to all the maintenance procedures, 'Diagnose', 'Rebuild Index', 'Optimize' and 'Recover Database'. The 'Optimize' procedure is being introduced in this new version. It allows you to optimize your document by compacting and defragmenting its records. Finally the new 'Restore' button let's you restore an iCash document from both a manual or an automatic XML back-up.

New paragraph Revisited Accounts, Categories, contacts, Currencies and Scheduler windows
Several of the most used windows have been redesigned by including a new toolbar with new handy functionalities. The Accounts, Categories, Contacts, Currencies and Scheduler windows now allows you to duplicate, merge, import, export and print entries in addition to the standard 'Add', 'Edit' and 'Delete' functions. It is now easier than ever to edit your data!

New paragraph Payment Summary Report
It has been a long time since we last added a new report to iCash. The Payment Summary Report is really handy actually since it displays the full list of your payees showing how much money you got and how much money you spent on each of them. It also includes the Profit and Loss and an overall ratio. By default the full list is displayed but you can use the pull-down menu next to the report selector to chose a particular payee category or just one single payee. If you choose one single Payee you will get a useful Payee Statement similar to the Account Statement Report where you can see all the transactions for that Payee for the selected date range along with the updated balance.

New paragraph General Ledger Report
iCash General Ledger Report is a detailed Profit and Loss report showing a summary of all your transactions organized by Type, Category and Account. Usually, this is a report used in double-entry bookkeeping but we have tried to create our own version here. The General Ledger Report is similar to the detailed Profit and Loss report but it adds the transactions related to each account. This report is actually a new choice when you select the Profit and Loss Statement report from the report selector in addition to the Summarized and Detailed ones.

New paragraph Project Manager
Finally a Project Manager has been added to iCash. Projects are tags you can assign to transactions to later create custom reports. Actually to create a new project you just need to edit any transaction and write whatever on the Project field as you do with comments. Later on you may find a project name is meaningless or perhaps you no longer need a given project at all. No problem, you can now use the Project Manager to delete and rename projects. Affected transactions will be automatically processed as you make changes on the Project Manager.

New paragraph Enhancements
New paragraph SQL Query editor now have a command pull-down menu with most SQL used commands and keywords.
New paragraph Currency editor is now accessible through a toolbar button.
New paragraph New 'Show All Transactions' overview contextual menu to display all the transactions for a type, a category or an account.
New paragraph New 'Account Statement' menu in Transaction contextual menu to create a report directly.
New paragraph The Transaction panel date navigation now includes a new reset button between 'Previous' and 'Next' to come back to current month.
New paragraph All Transaction lists last column now shows each transaction tracking number next to the reconciliation check box.
New paragraph All Transaction lists now show the Project (if any) in the comment column, between brackets.
New paragraph The transaction tracking number now can be changed through up and down buttons.
New paragraph The Account Statement report now allows the selection of a Payee as an additional query criteria.
New paragraph Most printouts are now stripped to make them easier to read.
New paragraph Possibility to create accounts from the transaction edition account pull-down menu.
New paragraph Possibility to create accounts from the transaction multiple edit window.
New paragraph Selection total displayed when highlighting transactions from the query panel.
New paragraph Transaction ID/IDs/Range displayed when selecting transactions from the Transactions panel.
New paragraph There is no longer limits regarding the number of projects.
New paragraph The Budget panel now shows a status bar with colored overall Budget P&L, Period P&L and variation.
New paragraph The Budget panel 'Variation' column now shows amounts rather than percentages.
New paragraph File Manager multiple file drops support.
New paragraph The favorites window has been enhanced and now allows the creation, deletion and modification of favorites.

New paragraph Changes
New paragraph Category editor toolbar button has been enhanced.
New paragraph The main window toolbar icons have been re-arranged.
New paragraph Budget variation now shows values corresponding to the difference between current balance and selected budget.




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Stan Busk Stan Busk
June 26, 2019



Recent questions from our iCash users
  iCash file size grew up over 120 Mb New Screenshot
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  Editing the Transaction Types list on Windows

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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.



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