This personal finance program allows you track all personal accounts including investment accounts. Money CSV provides reoccurring bills, budget tracking, report generation, net worth tracking and custom transaction import rules. The program supports importing of downloaded transaction files (OFX, QFX and QIF). Money CSV supports stock price updates if you get a key for the Yahoo Finance (YH Finance) API from RapidAPI.com. The intro level API key is free, and you get 500 downloads per month of all your stocks, which is plenty of downloads as one typically just updates once a day. The main advantage of this Money CSV is that all account transactions are stored in CSV text files rather than a hidden database format. This means that your financial data is always stored locally (or on your own cloud) and your financial data is always accessible as the data is stored in human readable text files.

Features

  • Installation (requires Java JRE 8): drop JAR file and optional icon file in a new folder, create a desktop shortcut to the JAR file with the optional custom icon. All program and account CSV files located in the JAR files' directory.
  • Account types: bank (transactions), investment (stocks) and loans (principal payments)
  • Summary of net worth given all accounts.
  • Importing of downloaded transaction files (OFX, QFX and QIF)
  • Import any account/transactions via CSV by conforming to the CSV format (lots of help) using your favorite spreadsheet program.
  • Custom import rules to go from the complicated bank transaction to your own payee and category
  • Stock price updates if you get a key for the Yahoo Finance (YH Finance) API from RapidAPI.com
  • Automatic backup to local zip files
  • All data stored locally in human readable CSV text files
  • User specified icons for accounts (i.e., bank logo)
  • Unlimited Payee, Category and Investment entries (driven by your usage)
  • Autocomplete for Payee, Category and Investment.
  • Split transaction capabilities
  • Comprehensive reporting capabilities
  • Support and suggestions via email fivestarmoon@live.ca

Project Samples

Account ledger Account summary page

Project Activity

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Categories

Personal Finance

License

Public Domain

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Additional Project Details

Operating Systems

Linux, Mac, Windows

Languages

English

Intended Audience

End Users/Desktop

User Interface

Java Swing

Programming Language

Java

Related Categories

Java Personal Finance Software

Registered

5 days ago
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