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Starting new year with previous year accounts and categories | iCash ▸ Frequently Asked Questions

Starting new year with previous year accounts and categories

iCash ▸ Frequently Asked Questions

Compatible with MS Windows Compatible with MacOS

Starting new year with previous year accounts and categories

When starting a new year you have the choice between using the same document or create a new one. If you decide to create a new one, iCash lets you copy accounts, categories and bank balances from previous year. You just need to ask iCash to create a new document, give a new name and select 'iCash File' for default categories and accounts. If you also check the 'Copy balances' box, asset balances will also be copied.

Screenshot

By default the following data is copied: Accounts, categories, types, favorites, scheduled transactions, contacts and currencies.


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