Eqonomize! – personal accounting software

Eqonomize! is a personal accounting application designed primarily for individuals and small households. It combines transaction recording, budgeting, investment management, and financial reporting in a single desktop interface.

The software uses double-entry bookkeeping to maintain financial records. Income, expenditure, account transfers, loan repayments, and security transactions can be recorded against appropriate accounts and categories.

Eqonomize! is designed to make routine bookkeeping less repetitive. Transaction fields support auto-completion, and previously entered values can be reused when recording similar financial activity. Transactions can also be split between categories, which is useful when a payment covers several types of expenditure.

Its budgeting tools help users plan income and spending across categories. Scheduled transactions and budget information can be used to estimate future account values, providing an indication of how current commitments may affect finances.

Investment management is another important aspect of the application. Stocks, bonds, and mutual funds can be tracked alongside ordinary bank accounts, with tools for examining security values, profits, and dividend income.

Financial records are stored in a human-readable XML format, with import and export facilities for exchanging information with other applications.

This is free and open source software.

Key Features

• Record income, expenses, account transfers, refunds, and repayments.
• Manage loans and debts, including interest and fee payments.
• Split transactions across multiple accounts or categories.
• Schedule recurring transactions with configurable recurrence patterns and confirmation of occurrences.
• Support multiple currencies, including separate currencies for individual accounts.
• Reconcile account transactions against external financial records.
• Use auto-completion when entering payees, categories, and transaction descriptions.
• Perform arithmetic and currency conversions directly in amount fields.
• Create monthly budgets for income and expenditure categories.
• Exclude selected categories from budgets and customise the start of a budget month.
• Track stocks, bonds, and mutual funds, including purchases, sales, transfers, and dividends.
• Analyse investment performance using values, costs, profits, and annual returns.
• Generate tables, line charts, bar charts, and pie charts covering financial activity.
• Filter transactions using dates, values, categories, accounts, and payees.
• Import and export QIF files and import transactions from configurable CSV files.
• Export tables and financial data in HTML or CSV formats.
• Cross-platform support – runs on Linux and Windows.

Website: eqonomize.github.io
Support:
Developer: Hanna Knutsson
License: GNU General Public License v3.0

Eqonomize! is written in C++. Learn C++ with our recommended free books and free tutorials.

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