Eqonomize! – personal accounting software

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.

Key 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.
  • Schedules transactions, with support for a wide range of recurrency schemes, and confirmation and occurrence.
  • 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 average, 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 average, 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.

Website: eqonomize.github.io
Support:
Developer: Hanna K
License: GNU General Public License v2.0

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

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