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Importing text data | iCash ▸ Frequently Asked Questions

Importing text data

iCash ▸ Frequently Asked Questions

Compatible with MS Windows Compatible with MacOS

Importing text data to iCash
In order to import transactions you need to create first the needed categories and accounts. It has to be done in this order, categories, accounts and then the transactions. This can be done manually or through imports. If you want to do it with imports and you don't have those files available you should create them with excel, save the sheets as text and import them to iCash. When we started using iCash for our own accounting we did it this way, opening our transaction file with excel and adding lacking data to it and then copying and pasting them to a different sheet. Don't worry if you repeat a category again and again, iCash will create it once.

The category file is made of two fields: category type and category name. Available types are "Banks", "Incomes", "Expenses", "Debts", "Portfolio", "Assets" and "Startup". The account file is made of 3 fields: Account type, account category and account name. To see an example of such files you can create a default iCash document and export categories, accounts and transactions.

If you prefer to use QIFs, just export categories, accounts and transactions in separate files (Quicken allows this) and import them back in the same order to iCash.

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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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