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I created all my transactions with the wrong year | Knowledge Base ▸ iCash

I created all my transactions with the wrong year

Knowledge Base ▸ iCash

Compatible with MS Windows Compatible with MacOS

I created all my transactions with the wrong year


Question: Sorry, miscellaneous severity just didn't sound severe enough...

I've just entered all my transactions from receipts, for 2019 but mistakenly used year 2018 in iCash. Now I've got a great balance sheet and transaction record but for the wrong year.

Is there a way to change the year on all those transactions?

Answer: This is actually a quite frequent problem and it is really easy to fix.

Just go to the Queries panel, find the transactions you want to change the date of, right-click on the list and select the 'Transfer to...' menu (or select 'Transaction ▸ Transfer to...' from the main menu).

You will get a 'Transfer' window. In that window, you can change the date of the selected transactions:

iCash transactions transfer window

Note that you can also do exactly the same from the Transactions panel or even from the Accounts panel.

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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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