Skrooge 0.8.0 Released

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The Skrooge team is proud to announce the release of version 0.8.0, bringing new features and bugfixes. One of the noteworthy additions in this version is a very first draft of a budget module:

Please be aware that the budget module is not yet considered in a stable state, and might be subject to heavy modifications in the upcoming versions, probably mostly on the visual side.

I'll take advantage of this announce to request help from you dear users : help us identify what is working, and what's not working in this module. If someone, in addition would be so kind as to step in and help us with writing documentation, that would be great :).

New Features

General

  • Store passwords in KDE wallet (new setting to activate this mode)
  • Show/hide properties as a column in tables
  • New icons for South African banks ( Thank you David :) )
  • OR operator (+) supported in string filters
  • Better export KMyMoney
  • Protection against sql injection

Accounts

  • Accounts can be merged by drag & drop (useful after an import)

Operations

  • Auto point of imported operations to obtain the expected final balance
  • Automatic import of csv columns as properties based on regular expression
  • New function on operation: "Merge sub operations"

Units

  • Download of all additional information as properties for units (new setting to activate this mode)
  • Units can be merged by drag & drop (useful after an import)
  • Support of "!type:prices" for QIF import and export

Reports

  • On reports, average and limits are available if "All values in positive" is used too
  • Sub total in reports
  • Forecast based on budgets
  • Multi selection in report table and graph
  • Hide tendency line column

Dashboard

  • Reorder widget in dashboard by drag & drop
  • Floating panel in dashboard to remove or zoom widgets
  • New advice for bank without account
  • Better performances on dashboard
  • New advice for budgets
  • Scheduled operations with warning are in bold in dashboard
  • Possibility to dismiss kind of advices
  • Better dashboard display by using a flow layout

Bugfix

  • bug 237498: Skrooge crash on saving preferences (when system tray is not available)
  • bug 250350: Impossible to update an operation of a closed tracker
  • bug 250403: Dashboard "Shares & Indexes" shows wrong percentaged variation
  • bug 250677: Bank account choice do not use the country information
  • bug 246973: Dashboard should be more customizable
  • bug 251465: Wrong totals with second currency accounts
  • bug 252869: Skrooge doesn't import KMM bank names correctly
  • bug 255133: Skrooge crash on ofx import (With wrong data format. Bug in libOFX)
  • bug 221207: Budget and forecast for accounts
  • bug 256214: Skrooge after full screen mode I have only StartPage
  • bug 257322: Installation doesn't depend from "QCA OSSL plugin for libqca2" (libqca2-plugin-ossl is not optional)
  • bug 258307: comment from main split operation duplicated
  • bug 258621: Skrooge crashes when KDE session is closed

Please read the changelog for a complete view...

Get it, Try it, Love it...

... well, we hope ;)

Anyway, grab from your distro's packaging system. If it is not yet included in repositories (What ??? Are you kidding me ???), go get it from our website, and bug your favorite distro for inclusion.

Get Involved

To enhance Skrooge, we need you ! There are many ways you can help us:

  • Submit bug reports
  • Discuss on the KDE forum
  • Contact us, give us your ideas, explain us where we can improve...
  • Can you design good interfaces ? Can you code ? Have webmaster skills ? Are you a billionaire looking for a worthy investment ? We will be very pleased in welcoming you in the skrooge team, contact us !

Comments

output on command line

??

$ skrooge 
QMetaObject::invokeMethod: No such method KUniqueApplication::loadCommandLineOptionsForNewInstance()
skrooge(10450)/kdecore (trader) KServiceTypeTrader::defaultOffers: KServiceTypeTrader: serviceType  "SKG GUI/Plugin"  not found 
skrooge(10450)/kdeui (kdelibs): Attempt to use QAction "view_context" with KXMLGUIFactory!

$ skrooge 

QMetaObject::invokeMethod: No such method KUniqueApplication::loadCommandLineOptionsForNewInstance()
skrooge(10450)/kdecore (trader) KServiceTypeTrader::defaultOffers: KServiceTypeTrader: serviceType  "SKG GUI/Plugin"  not found 
skrooge(10450)/kdeui (kdelibs): Attempt to use QAction "view_context" with KXMLGUIFactory!

One information i couldn't

One information i couldn't find on your homepage: How do I sync the data in Skrooge with my real bank account(s)? Does it do HBCI (or whatever is used these days)? Can I import the CSVs I can download from my bank? And can I issue transactions from within Skrooge and have them <somehow> transmitted electronically to my bank?

One information i couldn't

One information i couldn't find on your homepage: How do I sync the data in Skrooge with my real bank account(s)?

You can import many formats: CSV, QIF, OFX, ...

Does it do HBCI (or whatever is used these days)?

No, HBCI is not supported

Can I import the CSVs I can download from my bank?

Yes, CSV imports are supported.

And can I issue transactions from within Skrooge and have them <somehow> transmitted electronically to my bank?

No, you can not.

Skrooge won't start

I am running opensuse 11.3 with the latest KDE descktop. I downloaded Skrooge from the prm repository and evrything seemed fine but it won't start? The icon is in the Apps list but nothing happens when you click it. I un/reinstalled but no difference. Can you help, please?

I tried launching Skrooge

I tried launching Skrooge from Konsole and it said that the shared libraries: libskgbasegui.so.0 was not their. So I went back to the repository, installed it and Skrooge launches fine now. Thanks a lot.

New budget module

Hi,

First, thanks for adding the budget module! This will be a great addon to Skrooge.

I had a play with it and liked the interface to add budget entry: simple and to the point. I tried the automatic budgetting and wasn't really convinced by it because of 3 big missing points to the current budget module:

- some documentation or explanation about the module (I wasn't sure if something was there but hidden, missing because of alpha release or a true missing feature)

- some report/summary of my budget: I don't really care if I overun a single category by £10 if my overall budget for the month had a planned positive delta of £1000. In the same way, I want to know if my current budget will give me enough savings for holiday/big expenses... at the end of the year. Finally, I want to know how much I am going to spend over the all year for a given entry.

- a way to consider repetitive entries as an atomic entry:

Example1: I set a monthly entry for my rent. At some point, I move and my rent changes. I want then to be able to modify all future entries in one operation.

Example2: Once I have my basic budget sets up, I am going to add "leisure" categories to tell me how much I can spend on books... per month and still meet my goals. For that I am probaly going to do some iterations on my monthly allowances and analyse the early results. I really don't want to have to modify 12 entries per category for that.

 

I imagine that some of that is already planned but better be safe than sorry :).

Thanks for the good work!

Hi, You wrote: - some

Hi,

You wrote:

- some report/summary of my budget: I don't really care if I overun a single category by £10 if my overall budget for the month had a planned positive delta of £1000. In the same way, I want to know if my current budget will give me enough savings for holiday/big expenses... at the end of the year. Finally, I want to know how much I am going to spend over the all year for a given entry.

We know and this is why we created budget rules. By using budget rules, you can transfer the delta of a budget to an other one. For example: you can transfer the delta of the "car" category to "holiday" and by this way, you will be able to know if you have enough money for vacation or not.

Example1: I set a monthly entry for my rent. At some point, I move and my rent changes. I want then to be able to modify all future entries in one operation.

You should be able to do it by using the multi selection. Do you think that something more is needed ?

Example2: Once I have my basic budget sets up, I am going to add "leisure" categories to tell me how much I can spend on books... per month and still meet my goals. For that I am probaly going to do some iterations on my monthly allowances and analyse the early results. I really don't want to have to modify 12 entries per category for that.

You just have to select "Period:Monthly" to modify the 12 occurrences in one shoot.

Thank you for your remarks.

Hi sorry about the long

Hi sorry about the long wait,

After some more thinking about the budget, I understand your approach to budgeting and I think it makes sense for the everyday budget tracking.

First of all, there could be a bug in this version: I can't modify an entry if I select Period:Monthly. I generated a budget for the year, so I have 12 entries for a category. When I select a single entry, I can modify it only if I set Period:Manual. Any other period and the modify button is grey. In the same way, I cannot modify multiple entries in one go: modify is grey. If I can modify entries like you're describing it will be all I need.

I would also say the show menu is a bit cumbersome, to go from see all to see current month I need multiple clicks: unselect all, unselect current, unselect previous year... A single tick allowed could make it simpler: when I choose current month, automatically deselect the rest.

My first point was probably not clear and mixed up 2 issues:

- reporting the budget: I realised after my first post that I could see the total delta for a month in my dashboard. This is great!! Can I access it from the report? Some stuff I would like to see in a report: delta of the total budget over some period, total budget over some period. This would tell me where I expect to be at the various times of the year by combining monthly, yearly and individual budget entries. Going back to my holiday case, I know I am going to spend £2000 in the summer. Telling me that I saved £100 more this month does not tell me if I will have saved enough for the summer: I need to have some forecasting capabilities before actually having the deltas.

- the rules to process individual deltas: I am not sure I see how to use them. Going back to the holiday case, I should create a single entry for Holiday>Summer 11 with an initial value of £0, then I would like a rule for a total monthly delta: if I saved some this month, allocate to the Holiday>Summer 11 budget. However I can't find how to create such a rule, it looks like rules apply to individual deltas.

Actually, I can't make it work on a single delta either. The rules work if I modify the entry with the deltas but I want to affect the delta to another entry (via the MOdify budget > Category tick I presume), the budgets are not modify.

COuld you give an example of the use of these rules?

Thanks

Hi sorry about the long

Hi sorry about the long wait,

After some more thinking about the budget, I understand your approach to budgeting and I think it makes sense for the everyday budget tracking.

First of all, there could be a bug in this version: I can't modify an entry if I select Period:Monthly. I generated a budget for the year, so I have 12 entries for a category. When I select a single entry, I can modify it only if I set Period:Manual. Any other period and the modify button is grey. In the same way, I cannot modify multiple entries in one go: modify is grey. If I can modify entries like you're describing it will be all I need.

You are right, "Modify" button is still grey but if you click on "Add" then a budget will be created for the same monthes and will overwrite existing ones. This is like an update.
In any case, I will try to do a modification more user friendly.

I would also say the show menu is a bit cumbersome, to go from see all to see current month I need multiple clicks: unselect all, unselect current, unselect previous year... A single tick allowed could make it simpler: when I choose current month, automatically deselect the rest.

Thank you for this remark, I will try to change this.

My first point was probably not clear and mixed up 2 issues:

- reporting the budget: I realised after my first post that I could see the total delta for a month in my dashboard. This is great!! Can I access it from the report? Some stuff I would like to see in a report: delta of the total budget over some period, total budget over some period. This would tell me where I expect to be at the various times of the year by combining monthly, yearly and individual budget entries. Going back to my holiday case, I know I am going to spend £2000 in the summer. Telling me that I saved £100 more this month does not tell me if I will have saved enough for the summer: I need to have some forecasting capabilities before actually having the deltas.

Budgets are not available from "Report".
They are accessible from "Monthly report" but only for the selected month.
If you want to see your budget for a period, the best solution is to do it from the "Budget" page directly.

- the rules to process individual deltas: I am not sure I see how to use them. Going back to the holiday case, I should create a single entry for Holiday>Summer 11 with an initial value of £0, then I would like a rule for a total monthly delta: if I saved some this month, allocate to the Holiday>Summer 11 budget. However I can't find how to create such a rule, it looks like rules apply to individual deltas.

If you create a budget (monthly for example) without category, it means that all not budgeted operation will be added in this budget.
Then, if you create a rule for this created budget saying that all "positive delta" must be transfert in "Vacation" budget then you will have expected result.

Actually, I can't make it work on a single delta either. The rules work if I modify the entry with the deltas but I want to affect the delta to another entry (via the MOdify budget > Category tick I presume), the budgets are not modify.

Don't forget that you have to click on "Process" to process rules transfer.

This application is simply

This application is simply wonderful! The budget at home is complicated, because I have eight children. Some of them are growups, and some aren't. But they all eat a lot! And this application will help me for sure to overcome my finance problems presently, or at least, will help me to know where i'm spending my money. Thanks!

by: soldador inverter

This application is simply

This application is simply wonderful! The budget at home is complicated, because I have eight children. Some of them are growups, and some aren't. But they all eat a lot! And this application will help me for sure to overcome my finance problems presently, or at least, will help me to know where i'm spending my money. Thanks!

by: soldador inverter

scrooge for uncle scrooge

First of all, there could be a bug in this version: I can't modify an entry if I select Period:Monthly. I generated a budget for the year, so I have 12 entries for a category. When I select a single entry, I can modify it only if I set Period:Manual. Any other period and the modify button is grey. In the same way, I cannot modify multiple entries in one go: modify is grey. If I can modify entries like you're describing it will be all I need.

This application is simply wonderful! The budget at home is complicated, because I have eight children. Some of them are growups, and some aren't. But they all eat a lot! And this application will help me for sure to overcome my finance problems presently, or at least, will help me to know where i'm spending my money. Thanks!

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nteditor