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.

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, tags, 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.