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iCashbook

Online Business Bookkeeping Software


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Published 08/29/2010 and rated Ratingstars3 3 out of 5 stars
by AppAppeal Editor
What can you use the app for?

iCashBook was created to allow individuals and professionals an easy, secure way to share information with their accountants. Financial information is highly sensitive and it can be difficult to keep accountants up to date on the most recent changes and adjustments to finances. iCashBook was created to simplify the process in a way that is reliable and secure. Users can log in and give their accountants access to their information so that both parties can share information and stay updated on all changes.

iCashbook screenshot
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What is the history and popularity of the app?

iCashBook was founded in 2008 in Auchland, New Zealand. The creators labeled it the “world’s simplest cashbook.” At the time it was first constructed, iCashBook was intended to give users an easy, simple way to manage their finances. Many tools were included, from bank transaction feeds to multiple user access and cash flow forecasting. Staying true to its original purpose, iCashBook was made available for two different groups. iCashBook Standard was designed for user and accountant access while iCashBook Personal was created for individuals to manage on their own.

What are the differences to other apps?

Many websites offer users different way to manage financial accounts. Banks also offer online access. However, maintaining so many different tools and accounts can be difficult. iCashBook is unique because it allows users to do this without compromising the security of their accounts. Depending on the type of membership, users can allow accountants and financial advisors to access their iCashBook profile to stay up to date on recent changes. iCashBook also caters to the individual who wants to manage their money better through a personal account option.

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How does the web app look and feel to use?

iCashBook has a very friendly blue color scheme that welcomes visitors to check out the available features. The site is professional and well organized, which makes it easy for a brand new visitor to seek out the tools they need. The user account is neat and clean and allows users to get the information they need right away and without obnoxious clutter or advertisements that get in the way.

How does the registration process work?

A new visitor can create an iCashBook account by clicking on the prominent green “Sign Up” button found at the bottom right hand corner of the homepage. Users are asked to choose their account type, which includes either a personal account or an iCashBook Standard which is intended for businesses and professionals. Choosing the account type will direct the user to the registration form which requests all the typical contact information, including first and last name, email address and password as well as a country location, time zone. After clicking the terms of use check box the user can submit the information to create their account. Once the information has been sent, the user is advised that they must check their email to find a password and complete account verification.

What does it cost to use the application?

iCashBook has developed a system that makes it very attractive for individuals. An iCashBook personal account is currently available for free. The site mentions that this is still in beta, so the price could change in the future. As of today, iCashBook personal accounts include bank transaction file uploads, auto coding and code memorization rules, budgeting and forecasting tools, personal reports, and report export features. The iCashBook Standard is currently only available in New Zealand and allows free sign up. The site does state that payments are required as the user adds businesses to their standard account.

Who would you recommend the application to?

iCashBook is ideal for individuals and businesses who want to find an easy, secure way to manage their finances. The current price, which could change in the future, is extremely affordable for individuals. The site also presents numerous features that make it significantly easier to manage financial accounts without having to go to multiple websites or search for documents. Anyone with a financial advisor or accountant can use their iCashBook to share information with those professionals in a way that is fast and highly accessible.

  • Utilize drag and drop transaction coding features
  • Upload bank transaction files to your account
  • Set up automated feeds from most major banks (with the Standard account only)
  • Export data to CSV and PDF formats
  • Review personal reports


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