Eqonomize!
Eqonomize! is a personal accounting software for KDE.
The application focuses on efficiency and ease of user for the
small household. It
provides a complete solution, with bookkeeping by double entry and
support for scheduled recurring transactions, security investments,
and budgeting.
The software also gives a clear overview of past and present
transactions, and development of income and expenses, with
descriptive tables and charts, as well as an approximation of future
account values. It is a quality application with a wealth of features.
Features include:
- 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
- Schedules transactions, with support for a wide range
of recurrency schemes, and confirmation and occurrance
- Parameters of the last entered transaction, with the
same description, is automatically filled in when a description is
entered (with auto-completion)
- Securities:
- Stocks, bonds, and mutual funds
- Supported transactions: buy and sell shares, trade
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
- Budgeting:
- Enhanced budgeting features
- Monthly budget for incomes and expenses categories
- Exclude categories from the budget
- Displays previous months performance
- Predict future account values based on the budget and
scheduled transactions
- Statistics:
- Flexible charts and reports
- 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 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 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
- Backup on save, crash recovery
- Translations: Italian, Spanish, Dutch, Slovak, French,
German, Swedish
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Last Updated Sunday, March 18 2012 @ 12:38 PM EST
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