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How to transfer iCash account data to a new computer | Knowledge Base ▸ iCash

How to transfer iCash account data to a new computer

Knowledge Base ▸ iCash

Compatible with MS Windows Compatible with MacOS

How to transfer iCash account data to a new computer

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Question: I'm in the process of handing over my role as treasurer for a small charity to a different person - I have kept the accounts using iCash. The new treasurer is going to get iCash after which I will want to be able to give her the iCash data file for the charity account so that she can open it on her computer and continue the role. I also use iCash for personal accounting (using a different account with the program).

I have looked through the online manual and FAQs but can't find what I'm looking for. My question is twofold: (1) how do I export the charity's data file and (2) how do I ensure that my personal account data doesn't go with it? Thanks. Andy

Answer: iCash is a document-based software like for example MS Word or Excel. Indeed, with those applications, any document you create will be saved to a '.doc' or '.xls' file. It is similar with iCash, any document you create will be saved as a single '.icash' file. All you have to do is to localize your iCash document on your hard drive and copy it to the new location.

In order to localize an iCash document on your hard drive just select it in the iCash File Manager and use the 'File ▸ Show File' menu:

How to localize an iCash file on your hard drive

That will show where your file is located on your hard drive by opening the enclosing folder.

In addition, you can see the select document file path at the File Manager window bottom.



Stan Busk Stan Busk
October 7, 2019





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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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