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How to import a Bank statement into iCash | Knowledge Base ▸ iCash

How to import a Bank statement into iCash

Knowledge Base ▸ iCash

Compatible with MS Windows Compatible with MacOS

How to import a Bank statement into iCash

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Question: I would like to know if it is possible to easily import bank statements into iCash, for example, transactions exported from my bank online account to a plain text or Excel file.

Answer: Yes, iCash offers the possibility to import transactions from bank statement files directly into your personal finance. This is a great time-saving feature since you no longer have to type what you can already download from your online bank account. You just need to connect to your Bank, download the statement or the transactions as a text file, and then import that file to iCash.

How to import a Bank statement into iCash

The magic is made thru a special window that includes a rule editor and a live preview. All you have to do is to select the Bank Account (the statement is off), default Income and Expense target accounts, and finally create some rules. The importation system processes the Account Statement file applying the rules you have defined to all the transactions. If a rule validates a transaction, the data provided in that rule will be used. If no rules can be applied to a transaction default target accounts will be used. You can preview the result, how the transactions will be added to your accounting, and only when you are fully satisfied, you can actually import them.

Importing a bank statement to iCash

At first glance, it can look complex but actually this system is based on logic. It is explained detail-fully here: Importing transactions from a Bank statement.

And also in this video:




Stan Busk Stan Busk
January 19, 2021





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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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