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iCash SE Changelog

What's new in iCash SE 7.8.8

Mar 14, 2024
  • Cryptocurrencies support. You can now have accounts with the currency set to a cryptocurrency (386 supported).
  • It is possible to update cryptocurrency rates through the internet like regular currencies automatically.
  • It is now possible to set a custom range in the statistics window, selecting a starting and ending year.
  • SQL engine has been updated to enhance stability, speed, and file security.
  • New 24-month, 36-month, 2-year, and 3-year intervals added to the overview P&L pull-down menu.
  • Interface and database access optimizations.
  • Fix: Duplicate transactions are not displayed when duplicating in the same month.
  • Fix: Transaction auto-complete using older transaction for transaction type.
  • Fix: Crash when trying to edit several transactions at once.
  • Fix: The Statistics panel is not resetting the column count between queries.
  • Fix: The transaction panel navigation button loads the current year/month when clicking the dot button (current date).

New in iCash SE 7.8.6 (Sep 13, 2023)

  • Double-click on a bank account in the browser now opens the account edition panel.
  • You can now select a previous comment from a list when editing a transaction group comment (aka 'Split').
  • SQL engine has been updated to enhance stability, speed, and file security.
  • New advanced preference entry allows adding transactions with a duplicate tracking number.
  • Creating a tax report for a given project is now possible.
  • When duplicating a group, the date is set to the month and year as with single transactions.
  • The tracking number field number has been moved to the top right of the entry panel
  • The transaction entry panel 'Project' field now displays the projects ordered by date in descending order.
  • In the transaction entry panel, Control-Click on 'Project' displays the project alphabetically with access to the project editor.
  • You can now sort transactions by tracking number in the Queries and transaction panels without pressing the Control or Option key.
  • Clicking on the 'Tracking #' header while pressing the Control or Option key will sort the transaction by reconciliation status.
  • You can now enter/overwrite the transaction tracking number by clicking on the 'Tracking #' label.
  • The Statistics panel now supports projects. It is now possible to get statistics for a given project.
  • The Chart window now supports projects. It is now possible to create a chart for a given project.
  • Fix: Several interface fixes related to the new 'Deductible expense' function.
  • Fix: Several fixes related to regular/XML imports and 'Deductible expense' info.
  • Fix: When duplicating a group, the custom title is also copied.
  • Fix: When duplicating a group, the tracking number is now properly incremented.
  • Fix: Several fixes related to panel splitter and splitter docking on the main window.
  • Fix: The currency rates can be updated through the currency windows again.
  • Fix: When selecting several transactions in the transaction panel, the SUM is now displayed as before.
  • Fix: The bank account list listed in the browser panel is now automatically updated when a bank is modified or created.
  • Fix: 'Transaction type' field wrongly set by the auto-complete function on given occasions.
  • Fix: VAT type set in the account panel is now populated when entering a new transaction with that account as the target.
  • Fix: The Help text for transaction button on MS Windows has been removed and replaced by standard help tags.
  • Fix: The report panel controls are now disabled when not usable.
  • Fix: Inaccurate Balance in Account Statement report when selecting 'Current Quarter'.

New in iCash SE 7.8.5 (Dec 28, 2022)

  • It is now possible to set an expense transaction as deductible.
  • It is now possible to set expense accounts as deductible so related transactions will auto-set as deductible.
  • The toolbar icons have been colored to better distinguish them.
  • The transaction entry panel buttons has been enhanced.
  • The transaction entry panel has been updated and now uses different colors.
  • SQL engine has been updated in order to enhance stability, speed and file security.
  • Charts, new switch to show/hide starting and ending null values from chart.
  • Charts, by default starting and ending null values are deactivated and not displayed in the chart.
  • The transaction entry panel 'Project' field is now ordered by creation date. Alphabetical order is still available by right-clicking.
  • Refund amount color is now blue as incomes, green color is now used for deductible expenses.
  • Fix: Transaction split window issue when the vertical scrollbar was displayed.
  • Fix: The 'Select all' function in the transaction window has been fixed
  • Fix: Deleting several transactions at once from the transaction panel is again possible.
  • Fix: When swapping origin and target accounts in the transaction panel, the add and save buttons no longer get disabled.
  • Fix: Budgets, when you clicked on a cell to edit an amount only part of the number was being selected.
  • Fix: The transaction breakdown quantity field now behaves again as expected.
  • Fix: When creating a new document from a previous one, nothing was imported on given occasions.
  • Fix: When creating a new account, the account name field is filled with a previous account name on given occasions.
  • Fix: A new document with a single 0.01 transaction now displays all the information properly all over the application.
  • Fix: Reports, wrong balance displayed when selecting a date then selecting 'Today'.
  • Fix: Tax type pull-down menu value not properly set when creating a new transaction using a taxed account.
  • Fix: Tax type pull-down menu value not properly saved when modifying a transaction using a taxed account.
  • Fix: Tax type pull-down menu value not properly set when selecting 'Automatic'.
  • Fix: VAT was not re-calculated when duplicating a transaction and changing the transaction amount.
  • Fix: Issue preventing the modification of the importing rules on the bank statement import window.
  • Fix: Charts, 'Last 5 years' and 'Last 10 years' were displaying an unreadable horizontal legend.
  • Fix: Charts, semester and quarter years are now properly displayed in the data list.

New in iCash SE 7.8.4 (Aug 11, 2021)

  • Fix: Linear chart's popup labels text is now centered again.
  • Fix: Read-only tax fields in given situations.
  • Fix: Issue with transaction comment when importing transactions from a bank statement.

New in iCash SE 7.8.3 (Jul 2, 2021)

  • Fix: Query issues when searching for reconciled and flagged transactions.
  • Fix: Query issues when searching for transactions with a given tax type.
  • Fix: Issues when opening existing budgets and setting compare periods.
  • Fix: The budget summary no longer displays a vertical scrollbar.

New in iCash SE 7.8.2 (Jun 23, 2021)

  • macOS version of the application is now available as Universal Binary (Intel+ARM).
  • iCash now restores the panel you were in at the moment you closed the document.
  • When the browser is not visible it is again possible to select a bank account in the transaction panel.
  • The transaction account selector icons have been removed.
  • SQL engine has been updated in order to enhance stability, speed, and file security.
  • iCash no longer opens read-only files, files on remote servers, or files with wrong or insufficient access privileges.
  • The Tools > Check Data function has been enhanced to handle more types of errors.
  • It is now possible to modify, delete and recalculate the tax amount, and change the tax type when entering or modifying transactions.
  • Fix: When on the Account panel and selecting the 'Show All Transactions' menu, the query 'where' settings are now reset.
  • Fix: In the Account Statement import window, the data checker was not properly refreshed and displaying the same invalid date error.
  • Fix: In the Account Statement import window, the comment case modifier pull-down menu second option was not applied properly.
  • Fix: Several miscellaneous aesthetics/display fixes in the Account Statement import window.
  • Fix: Built-in support system was broken because of online form captcha and new security measures.

New in iCash SE 7.8.1 (Jan 16, 2020)

  • A new 'Browser' button has been added to the main window to allow setting the left selector list visibility.
  • When the browser is not visible a set of tab selectors are now displayed to allow the navigation between the panels.
  • It is now possible to swap the origin and target accounts when entering or modifying a transaction.
  • A new 'Due Date' field has been added to the transaction entry window.
  • A new 'Help' button has been added to the application main toolbar in order to get access to the knowledge base and to create support tickets.

New in iCash SE 7.8 (Dec 23, 2019)

  • The interface no longer uses a global tab panel but a selector list.
  • It is now possible to query transactions for a given account either as origin or target.
  • SQL engine has been updated in order to enhance stability, speed, and file security, along with macOS Catalina support.
  • It is now possible to rate and review the application.
  • Fix: Expenses no longer added twice to the total when a credit payment is involved in the Overview panel.
  • Fix: The currency list selector now shows the full list again.
  • Fix: The Merge Accounts window now loads the accounts again.
  • Fix: Crash on exiting iCash.

New in iCash SE 7.7.1 (Dec 16, 2018)

  • Overview panel has been redesigned. It now displays chart and summary information.
  • The chart panel now support 3D pie charts.
  • New 'Last 12 months', 2, 3, 5 and 10 years chart periods.
  • The 'Overview' panel has been renamed. It is now labeled 'Accounts'.
  • All chart system has been redesigned to support Hi-Dpi.
  • Fix: Comment auto-completion failing in given occasions.
  • Fix: Crash when quitting the application while entering a transaction.
  • Fix: Chart data entries unchecked by error for given periods.

New in iCash SE 7.6.5 (Apr 21, 2018)

  • Queries and auto-complete functions are no longer case-sensitive.
  • Chart panel now displays all accounts or payees of selected type if no category has been selected.
  • Chart panel now displays the payees in the payee pull-down menu.
  • Double-clicking on the 'Overview' panel payee list now opens the selected payee.
  • The application no longer crashes when closing.
  • The application no longer crashes when adding an attachment to a transaction.
  • The buttons and menus when viewing payees in main panel have been all verified.

New in iCash SE 7.5.3 (Mar 31, 2015)

  • Preference Window: pressing the ALT, CMD or CTRL key when clicking on the Factory Default button will fully reset the document settings.
  • Amounts entered in the budget Expense and Liability parts are automatically converted into negative numbers, ‘+’ will force positive.
  • You can now sort transactions by tracking numbers pressing the command, option or Control key when clicking on the column header.
  • ‘Interval’ column renamed ‘Period’ in the Budget panel.
  • In queries, when expanding a group/split, transactions not belonging to the search are now displayed grayed.
  • In queries, transactions not belonging to the search are no longer added to the totals.
  • Groups/Splits are now displayed in bold everywhere.
  • Fix: Software freezing when calculating a budget in given occasions.
  • Fix: When duplicating a transaction more than once, new data not taken into account.
  • Fix: Several alert and error windows did not have all buttons correctly localized.
  • Fix: Pressing the ALT, CMD or CTRL key when opening a document will reset the document settings.
  • Fix: Expense budget to balance difference now use colors less confusing.
  • Fix: Statistics ‘All types > All categories > By Category’ returning empty results.
  • Fix: Budget calculation sometimes wrong when comparing with a quarter period.
  • Fix: Query export sometimes missing transactions when grouped.

New in iCash SE 7.5.2 (Nov 13, 2014)

  • List cell height restored to previous value when using default font.
  • The Import from a Bank Statement comment in the Preview list is now editable.
  • In the Import from a Bank Statement window, when adding a new rule and a record is selected, comment is automatically entered.
  • In the Import from a Bank Statement window, total file record is now visible along with current record.
  • The records that are handled by any of the available rules are now identified as long as errors.
  • In the Import from a Bank Statement window, you can now set different target accounts for incomes and expenses.
  • New navigation buttons added to the Import from a Bank Statement window.
  • New Tools button added to the Import from a Bank Statement window with Find and Go To record options.
  • Fix: The Import from a bank statement window minimum size has been reduced to fit MacBook screens.
  • Fix: The Import from a bank statement preview now uses proper colors for transaction amounts.
  • Fix: Transaction Day entry now correctly set if last day of month and month or year is changed.
  • Fix: Project name was not properly escaped in a couple of queries.
  • Fix: Localization corrections.
  • Fix: Quarters and semesters years not correct on charts for given fiscal year settings.
  • Fix: Yosemite (10.10) small fixes.

New in iCash SE 7.5 (Jul 12, 2013)

  • Fix - Transaction lists columns are now resizable everywhere.
  • Fix - Current transaction amount is now displayed when accessing the iCash calculator.
  • Fix - The transaction comment pull-down menus are now sorted alphabetically.
  • Fix - Tracking number no longer blank when selecting a transaction thru the Payee link.
  • Fix - It is now possible to double-click and select words in all transaction fields.
  • Fix - The transaction comment auto-complete now works as expected.
  • Fix - The transaction status line is now properly resized when the window is resized.
  • Fix - Comment color set to black when selecting a comment from the comment pull-down menu.
  • Fix - Project color set to black when selecting a project from the project pull-down menu.

New in iCash SE 7.4.9 (Jan 8, 2013)

  • Fix: Lowest transaction date has been changed from 1980 to 1970.
  • Fix: 'By category' Statistics are now working again.
  • Fix: 'By category' Statistics column headers fix.
  • Fix: Transaction sorting by date failure in given occasions.
  • Fix: Problem when computing the query/find total when multiple currencies.
  • Fix: Query result 'Select All' now also show the selection total.
  • Fix: Query 'Into' account pull-down menu displaying deactivated accounts.
  • Fix: Several interface aesthetics fixes.

New in iCash SE 7.4.8 (Oct 26, 2012)

  • Fix: Budget list is now sorted alphabetically.
  • Fix: Budget semiannually payment calculation is now accurate for custom dates ranges.

New in iCash SE 7.4.7 (May 29, 2012)

  • The Overview panel now offers the possibility to show the current Quarter, the last Quarter or a given Quarter.
  • The P&L and Money Flow summary reports now offer the possibility to show the same Semester, Quarter or Month over the years.
  • The Balance report now offers the possibility to show the balance for the same Semester, Quarter or Month over the years.
  • The P&L, Money Flow, Account Statement, Payment Summary and Taxes reports can now be done for a given quarter.
  • The chart panel now offers the possibility to show the same Semester, Quarter or Month over the years.
  • The statistics panel now offers the possibility to show the same Semester, Quarter or Month over the years.
  • The Query panel now includes 'Current Quarter', 'Last Quarter' and Q1 to Q4 as choices for the Query date range.
  • The Query panel 'Undefined' and 'Custom range' choices have been moved to the top of the list.
  • 'Payee' choice added to the 'Where' pull-down menu for the Balance Sheet, P&L statement/summary, Money Flow Statement/Summary reports.
  • The query panel now allows to search checks by number.
  • The SQL Query window now allows to save the results of SELECT queries.
  • The budget panel now includes new comparison periods, Current Quarter, Last Quarter, 1º, 2º, 3º and 4º Quarters.
  • The budget panel now includes new calculation periods, Current Quarter, Last Quarter, 1º, 2º, 3º and 4º Quarters, January, February...
  • A progress bar is now displayed when creating reports.
  • When a payee is selected and the 'Edit' menu is chosen from the payee pull-down menu, the payee record is displayed.
  • Fix: Budget summary totals not properly computed (issue introduced in v7.4.6)
  • Fix: Several fixes and enhancements to Import and Export preset handling.

New in iCash SE 7.4.6 (Apr 24, 2012)

  • It is now possible to export transactions, accounts, categories and contacts to XML files.
  • It is now possible to import transactions, accounts, categories and contacts from XML files created by iCash.
  • It is now possible to copy and paste transactions between months inside the same document or between different documents.
  • It is now possible to cut and paste transactions between months.
  • Tax summary report showing both collected and refundable taxes along with he difference between them.
  • The transaction status information now displays the scheduled transaction total for selected month.
  • By clicking on the transaction status information it is now possible to see the reconciled & unreconciled transaction total.
  • It is now possible to create a SQL dump file of a document and recreate it with that file (similar to XML dump).
  • The tax report now display a column with the tax rates.
  • The SQL Query window now displays related data when pointers to other tables and also now displays boolean and doubles properly.
  • The unreconciled total in the main status bar is now preceded by the word 'Pending' rather than displayed in parenthesis.
  • Simplification of the 'File > Import' menu, now it displays the same window as when clicking on the 'Import' button.
  • Simplification of the 'File > Export' menu, now it displays the same window as when clicking on the 'Export' button for transactions.
  • iCash File manager has been renamed 'iCash's File Manager' to allow the user to identify the application the window belongs to.
  • Fix: Scheduled transactions no longer displayed when selecting reconciled transactions in the account statement.
  • Fix: Only unreconciled transaction displayed when selecting unreconciled transactions in the account statement.
  • Fix: Profit and loss summary now properly calculates the average values for fiscal years not starting on january.
  • Fix: General status incomes/expense displaying wrong values for fiscal years not starting on january.
  • Fix: Selecting all in the query panel with lots of transactions is now faster.
  • Fix: iCash File Manager no longer gets confused when the user trash a document from the system file manager and reactivate iCash.
  • Fix: Tax records are now copied when creating a document based on a previous iCash document.
  • Fix: Budget comments are now copied when duplicating a budget.
  • Fix: Budget comments and scheduler extended parameters are now copied when creating a new file using a previous iCash document.
  • Fix: Budget amounts are now properly calculated for custom date ranges.
  • Fix: Budget Summary is now properly calculated for custom date ranges.
  • Fix: The File Manager is now displayed when double-clicking on the application Finder icon or clicking on the Dock icon.

New in iCash SE 7.4.5 (Mar 23, 2012)

  • All the Import and Export window settings are now persistent during the whole session.
  • It is now possible to fully select the accounts to be used to calculate the full balance in title.
  • The Export window now has a 'Clear' button to reset the field selection.
  • The Account Statement report now allows you to show only the reconciled or unreconciled transactions.
  • The budget now displays OK/KO icons on the right where the budget is matched depending on the selected range.
  • It is now possible to add comments to each budget line.
  • The multiple transaction editor window now allows you to append text to existing comments.
  • New 'Transaction > Add Text To Comment' menu allowing you to append text to existing comments.
  • The maximum iCash document size has been increased from 2 Gb to 64Gb. As a drawback, initial files are now bigger.
  • The Budget export now includes all the columns.
  • Fix: Account statement no longer takes next month scheduled transaction into account in totals.
  • Fix: Default month and year in the transaction panel is now set by document rather than the application.
  • Fix: Documents with a size over 1 Gb now show a size in Gb in the file manager.
  • Fix: Budget now displays the values depending of the comparison range instead of the fixed yearly range.
  • Fix: Budget income color when superior to selected range is now blue rather than red.
  • Fix: Budget category and type calculations not refreshed on screen after editing amounts in given occasions.
  • Fix: Budget status line not updated after editing an account in given occasions.
  • Fix: Budget export no longer output numbers with currency symbols.

New in iCash SE 7.4.4 (Feb 8, 2012)

  • Pressing the Delete key when selecting and account or category in the overview will delete it if not used.
  • Selecting a budget and expanding/collapsing folders is now much faster.
  • Fix: Entering a heading 'e' in the project field no longer triggers the project editor.
  • Fix: Several interface fixes.
  • Fix: Several budget fixes.
  • Fix: The application no longer crashes after creating a backup.
  • Fix: Budget calculations are done even on collapsed folders.
  • Fix: Budget categories folder status are now saved and restored properly.
  • Fix: Calculator paste button now takes the number that is visible instead of the internal calculation.
  • Fix: Account statement no longer show next month scheduled transaction when selecting a month.
  • Fix: Updating a transaction tracking number to an empty string is now properly displayed on list.
  • Fix: The Transaction panel Bank pull-down menu no longer changes selection when adding bank accounts from other pull-down menus.

New in iCash SE 7.4.3 (Dec 20, 2011)

  • SQL engine has been updated in order to enhance stability, speed and file security.
  • Fix: Favorites sorting by Project/Comment has been fixed.
  • Fix: Lion issue causing the database to be case-sensitive on searches has been fixed.

New in iCash SE 7.4.2 (Oct 26, 2011)

  • Search box added to the Overview panel.
  • Search box added to the Contacts, Accounts and Categories window.
  • It is now possible to open as many chart windows as needed.
  • Fix: Searches no longer case sensitive in given systems/computers.
  • Fix: The chart window now select the same interval as the main window.

New in iCash SE 7.4.1 (Sep 27, 2011)

  • A new 'Advanced' preference panel now allows you to adjust some specific settings.
  • The project field now offers auto-completion as you type (like account and payee fields)
  • The budget pull-down menu now has a 'Duplicate' menu.
  • When selecting a transaction and an account was later deactivated, this new status is now displayed below the account field.
  • Accounts are now displayed as 'Deactivated' in the transaction panel after selecting a transaction using deactivated accounts.
  • Cursor now changes when on active labels (blue underlined labels like 'Day' in transaction panel).
  • The transaction breakdown no longer disappear from the balance panel after minimizing and maximizing the window.
  • iCash now works properly with Lion in Japanese, Chinese and Korean.

New in iCash SE 7.4 (Jun 23, 2011)

  • It is now possible to create pie charts for a given month.
  • New navigation buttons to change the chart period back and forth.
  • Import from a bank statement, comment is no longer converted to lowercase.
  • The Account Statement no longer displays transaction comments.
  • Fix: Import from a bank statement, transaction type is now always recognized, including when not a default one.
  • Fix: Split root transaction no longer set to 0 (Broken in 7.3).
  • Fix: The Payee pie chart works again (Broken in a previous version).

New in iCash SE 7.3 (May 25, 2011)

  • New - New Money Flow Statement and Money Flow Summary reports.
  • Chg - In the french version 'Transaction' has been replaced with 'Opération'.
  • Chg - The OFX import now lets you select a target bank account on each import.
  • Chg - The split window now includes the 'Project' column.
  • Upg - New 'Account > Reconcile', 'Category > Reconcile' and 'Transaction > Reconcile All' menus.
  • Fix - The account statement was not displaying groups in given situations.
  • Fix - The Import from a bank statement now automatically handles dates with only two digits.