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https://github.com/Eqonomize/Eqonomize

Eqonomize! Personal accounting (cross-platform)
https://github.com/Eqonomize/Eqonomize

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Eqonomize! Personal accounting (cross-platform)

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README 

        
# Eqonomize

Eqonomize! is a personal accounting software, with focus on efficiency and ease of use for small households. 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](https://github.com/Eqonomize/eqonomize.github.io/blob/master/images/accounts.png?raw=true)



## Requirements

* Qt 5 or Qt 6 (preferably with Qt Charts module)



## Installation

Instructions and download links for installers, binaries packages, and the source code of released versions of Eqonomize! are available at https://eqonomize.github.io/downloads.html.



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` *(as root, e.g. `sudo make install`)*



## Features

* Bookkeeping

  * Bookkeeping by double entry

  * Transactions: expenses, incomes, transfers, and security transactions

  * Transaction properties: description, value, quantity, date, payee/payer, from/to account/category, tags, associated files, and comments (plus specific properties for transactions related to securities and loans)

  * Split transactions

  * Refunds and repayments

  * Explicit support for loans/debts with interest and fee payments

  * Scheduled transactions, with support for a wide range of recurrency schemes, and confirmation of occurrences

  * Support for multiple currencies, with selectable currency for each account (included 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

  * Pie charts, bar charts, and tables for comparison of expenses or incomes between different categories, descriptions or payees/payers

  * Charts and reports can display total value, daily average, monthly averge, yearly average, quantity, and/or average value per 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