Personal Finance

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.

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 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.

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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