Eqonomize! Manual v1.0.0

Hanna Knutsson

This manual describes version 1.0.0 of Eqonomize!.


To report a bug or make a suggestion regarding the Eqonomize! application or this manual create a new issue at https://github.com/Eqonomize/Eqonomize/issues.


Eqonomize! is a personal accounting software, with focus on efficiency and ease of use for the small household economy. Eqonomize! provides a complete solution, with bookkeeping by double entry and support for scheduled recurring transactions, security investments, and budgeting. It gives a clear overview of past and present transactions, and development of incomes and expenses, with descriptive tables and charts, as well as an approximation of future account values.

Table of Contents

1. Introduction
Accounting with Eqonomize!
2. Getting Started
Create Accounts
Enter Transactions
3. Accounts and Categories
Assets & Liabilities
Account Creation and Editing
The Ledger
Adjust Balance
Marking an Account as Closed
Category Creation and Editing
The Budget Month
The Accounts View
4. Transactions
Expenses, incomes and transfers
The Transactions Views
Filter Transactions
Create/Edit Transactions
The Value Input Field
Edit Multiple Transaction Simultaneously
Refunds and Repayments
Split Transactions
Expenses with Multiple Payments
Expense Paid with Loan
Debt Payments
Scheduled Transactions
5. Securities
Security Transactions
The Securities View
6. Using Multiple Currencies
Which Exchange Rate is used When?
Currency Conversion
7. Statistics
Categories Comparison
Development Over Time
8. Import & Export of Transactions
QIF Files
QIF Import
QIF Export
CSV Import
CSV or HTML Export
Merge Eqonomize! File
9. Credits and License

List of Tables

3.1. Double-click actions for the account view
4.1. Mandatory Properties