Eqonomize! Personal accounting (cross-platform)
C++ QMake
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README.md

Eqonomize

Eqonomize! is a personal accounting software, with focus on efficiency and ease of use for the small household economy. Eqonomize! provides a complete solution, with bookkeeping by double entry and support for scheduled recurring transactions, security investments, and budgeting. It gives a clear overview of past and present transactions, and development of incomes and expenses, with descriptive tables and charts, as well as an approximation of future account values.

Image of Eqonomize

Requirements

  • Qt 5 (preferably with Qt Charts module)

Installation

In a terminal window in the top source code directory run

  • qmake
  • lrelease Eqonomize.pro (not required if using a release source tarball, only if using the git version)
  • make (or nmake for Microsoft Windows)
  • make install

Features

  • Bookkeeping
    • Bookkeeping by double entry.
    • Transactions: expenses, incomes, transfers, and security transactions.
    • Transaction properties: description, value, quantity, date, payee/payer, comments, from/to account/category, and additional for securities.
    • Split transactions.
    • Refunds and repayments.
    • Explicit support for loans/debts with interest and fee payments.
    • Schedules transactions, with support for a wide range of recurrency schemes, and confirmation of occurrences.
    • Support for multiple currencies, with selectable currency for each account. Supported currencies are automatically updated.
    • Reconciliation.
    • Parameters of the last entered transaction, with the same description (or category or payee/payer), is automatically filled in when a description (or category/payer/payee) is entered (with auto-completion)
    • Value input fields support arithmetics and currency conversion.
  • Budgeting
    • Monthly budget for incomes and expenses categories.
    • Ability to exclude categories from the budget.
    • Custom start day of budget month.
    • Displays previous months performance.
    • Predicts future account values based on the budget and scheduled transactions.
  • Securities
    • Stocks, bonds, and mutual funds.
    • Supported transactions: buy and sell of shares, trade of shares between different securities, dividends, and reinvested dividends.
    • Displays value, cost, profit and yearly rate, with present total or for a specific period.
    • Estimates future value and profit based on previous quotation changes and dividends.
  • Statistics
    • The main account view displays total values of accounts and categories for at present or a specified date, and value change, as well as budget/remaining budget, for a period.
    • Each transaction list displays basic descriptive statistics and supports filtering of transactions based on date, value, category/account, description, and payee/payer.
    • Line charts, bar charts and tables for display of change of profits, incomes and expenses over time, for all categories, a specific category, or a specific description within a category. Can display value, daily average, monthly averge, yearly average, quantity, and average value for a quantity.
    • Pie charts, bar charts, and tables for comparison of expenses or incomes between different categories, descriptions or payees/payers. Can display value, daily average, monthly averge, yearly average, quantity, and average value for a quantity.
  • Saving, import, and export
    • Data is saved in a human readable and editable xml file.
    • Flexible QIF import and export.
    • Displayed data can be saved to a html or csv file, for display online and editing in a spreadsheet.
    • Can import transactions from a csv file, for example a spreadsheet file, with a customizable number of variable transaction parameters.
    • Tables can be saved as html files and charts in a number of different image formats, including png and jpeg.