A practical workflow ยท Eight clear steps

How iCashPro works.

Build a useful cashbook in minutes, then add detail, team access and backups as your records develop.

Create your identity

Choose an available Apple, Google, email verification or Guest ID option. Availability depends on platform.

Create a business

Add and select a business so its accounts, categories, payment modes and records stay organised.

Add an account

Choose the account type, currency, opening balance and other available account details.

Record cash activity

Open the account and add cash in or cash out with the amount, time and relevant details.

Organise transactions

Apply categories and payment modes, add descriptions, contacts and supported images when useful.

Invite members

Search for a registered iCashPro user, choose a role and complete any required Owner approval.

Sync & back up

Keep the app online for authentication and shared updates, and create regular JSON backups.

Review reports

Use search, date filters, summaries and supported reports to understand the records you entered.

A closer look

Account controls stay within reach.

Open an account's action menu to edit it, review Access Rules or invite a member according to your role.

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Clear account actions

Common controls remain together in one menu.

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Role selection

Choose Owner-supported access for invited members.

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Permission review

See the permissions attached to a selected role.

Real iCashPro account actions shown on iPhone

Need step-by-step help?

The Help Centre covers setup, daily use, sharing, backup, security and troubleshooting.

Open Guides