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What is missing for a Skrooge V1.0 ?

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For the past 3 years, we (read: Stéphane) have been adding many features in Skrooge. It is now at the point where it looks quite feature complete. In the process, Stéphane managed to constantly keep the number of bugs at an extremely low level. At the time of writing this post, bugzilla counts only two open bugs.

This does not mean that Skrooge is finished. No software is ever finished. But it might be finally time to release a 1.0 version, that many user seem to interpret as "in a usable state". We still have a few things on our plate, but we'd like to hear from you first...

So, dear Skrooge users, what do you think we should focus on, for this future release ?

Edit:

Here are the recommandations so far:

  • Plasma Dashboard
  • Simpler Budget Module
  • Better Print management
  • Online banking : but we will not do it, sorry. Read this.
  • Automation and regular expressions for Units Download

Comments

Yeah, I can say that keeping the bug/wish reports at low levels is most awesome. Personally I experienced it twice: my two wishes were implemented at no time! I didn’t experience it before!

But to get down to nitty-gritty I would like to see the summary screen using plasma. I remember that one of you, guys, presented it.

hello gdebure,

I think that the budget system is so complicated. Having a new entry for each month turn it difficult to manage.

Personally, I think it would be better if each entry could have a start and an end date. And it could be even better if it was possible to have a single entry starting in one year and ending in another.

Anyway, congratulations to all skrooge developers. You've done a really good job.

hey there,

thank you for this awesome piece of software, it's really one of my favourite applications and works fantastic. 

Personally, I would love to see some kind of connection to online banking services, e.g. automatically import transactions into skrooge. At the moment this has to be done manually and is a bit of a pain since I have plenty of  transactions to manage. It's possible with KMyMoney so there might be a way to have it in Skrooge as well. It would be awesome!

Thanksfor the nice words Smile...

Unfortunately, I am going to answer "no" to this. You can find more explanations here. However, this kind of things might be developped in a separate future library, called Alkimia. If it does, then Skrooge might be able to take advantage of it.

I'd like to be able to print a report of my expenses in each category, using the awesome Reports feature. You can currently print reports, but you will get the entire Skrooge UI included in the print out. To show our average expenses the last 6 months to the bank, I had to export to CSV and format it myself.

Other than this, it's really hard to think of anything. Skrooge is an awesome piece of software. Thanks!

Hi,

Do you know that you can print the graph of a report by using the right clic on the graph ?
By the same way, you can print the "text" report too.

I'd love to switch from GnuCash to something KDE based... but no luck so far. I'd prefer more work on the basics, and on the GnuCash import (evidently). My last try with importing GnuCash into Skrooge ended up with several accounts of the same name and the bank of GNUCASH. The topmost hierarchy (which in my layout _is_ the bank) was dropped. So, the overview in the home button shows several "Girokonto" and "Festgeld" accounts, indistinguishable there. All imported accounts are of type "asset" or "current" (no idea what exactly this is, but for sure this is no German). If I change the bank, I have the choice between "" (then I have a free field), one value I seemingly entered before, and "others", which opens a file requestor (huh???). All comments of GnuCash ended up as "Payee". Well. For usability... the one-row-with-tab-completion of GnuCash is so far unreached by anything else.

My second import try ended with
[ERR-5]: Das Importieren der Datei „/path/to/GnuCash2011.gnc“ ist fehlgeschlagen.
[ERR-11]: 'GNUCASH-GNUCASH-TEMPORARY-ACCOUNT': You are not authorized to delete this account because it contains some checked operations
Well.

No dice this time again.

Btw. One killer feature would be the support of bank transfers. They tend to take like a day or more, but with GnuCash any transaction has only one date, so on one bank account, the date will be wrong.

I'd love to switch from GnuCash to something KDE based... but no luck so far. I'd prefer more work on the basics, and on the GnuCash import (evidently). My last try with importing GnuCash into Skrooge ended up with several accounts of the same name and the bank of GNUCASH.

This is normal because in gnucash file, we don't have the bank name (I will check again to be sure), so we create accounts in a bank name "GNUCASH".
You can change the name of this bank if you want.

The topmost hierarchy (which in my layout _is_ the bank) was dropped. So, the overview in the home button shows several "Girokonto" and "Festgeld" accounts, indistinguishable there. All imported accounts are of type "asset" or "current" (no idea what exactly this is, but for sure this is no German).

This is due to the fact that german translation is not fully done.

If I change the bank, I have the choice between "" (then I have a free field), one value I seemingly entered before, and "others", which opens a file requestor (huh???).

This is due to the fact that we don't have list of german bank yet. You can may be help us.

All comments of GnuCash ended up as "Payee". Well. For usability... the one-row-with-tab-completion of GnuCash is so far unreached by anything else.My second import try ended with
[ERR-5]: Das Importieren der Datei „/path/to/GnuCash2011.gnc“ ist fehlgeschlagen.
[ERR-11]: 'GNUCASH-GNUCASH-TEMPORARY-ACCOUNT': You are not authorized to delete this account because it contains some checked operations
Well.

Could you open an incident in KDE bug tracker concerning your import issue with an example of file causing the error?

Thank you for your help.

My last try with importing GnuCash into Skrooge ended up with several accounts of the same name and the bank of GNUCASH.
This is normal because in gnucash file, we don't have the bank name (I will check again to be sure), so we create accounts in a bank name "GNUCASH".

Go up, starting with the account itself, until you hit an account of type "bank". That's, well, the bank.

The topmost hierarchy (which in my layout _is_ the bank) was dropped. [...]
This is due to the fact that german translation is not fully done.

Aha.

You can change the name of this bank if you want.

Yes, sure I can change them. After I have somehow guessed which account belongs to which bank, as Skrooge drops the hierarchy. That also does not fix the issue that the overview page does not show the Bank name, so the issue is still the same.

This is due to the fact that we don't have list of german bank yet. You can may be help us.

Wierd. But very well. For sure it isn't obvious from the file requestor at all, what it wants.

Looking at that page:

yyyyy is the code of the bank. Usually, this code appears at the beginning of the account numbe.

I don't know where this is true, but in Germany, there's a BLZ (banking code) and the account number, and in whole Europe, there's the BIC (banking code) and IBAN (international account number). Hmmmmmmmmmm.

your import issue with an example of file causing the error?

How do I anonymize the file sufficiently for a public bug tracker?

Are you sure you want to futuredisprove this program by rejecting wish lists for implementing the HBCI standard? Somehow, I have the feeling, if a program reaches the low requirements I have plus proper GnuCash import, it might be KMyMoney and not Skrooge...

My last try with importing GnuCash into Skrooge ended up with several accounts of the same name and the bank of GNUCASH.
This is normal because in gnucash file, we don't have the bank name (I will check again to be sure), so we create accounts in a bank name "GNUCASH".

Go up, starting with the account itself, until you hit an account of type "bank". That's, well, the bank.

If I well understand, a GNUCASH account with type "bank" is in fact a bank. I will do the change.

The topmost hierarchy (which in my layout _is_ the bank) was dropped. [...]
This is due to the fact that german translation is not fully done.

Aha.

You can change the name of this bank if you want.

Yes, sure I can change them. After I have somehow guessed which account belongs to which bank, as Skrooge drops the hierarchy. That also does not fix the issue that the overview page does not show the Bank name, so the issue is still the same.

See my first anwser of this post.

This is due to the fact that we don't have list of german bank yet. You can may be help us.

Wierd. But very well. For sure it isn't obvious from the file requestor at all, what it wants.

The file requestor is there to propose you to select one icon for your bank.

Looking at that page:

yyyyy is the code of the bank. Usually, this code appears at the beginning of the account numbe.

I don't know where this is true, but in Germany, there's a BLZ (banking code) and the account number, and in whole Europe, there's the BIC (banking code) and IBAN (international account number). Hmmmmmmmmmm.

The code bank is there to facilitate the filling of the attribute named "Bank Number".
By selecting the bank, the "Bank Number" is automatically fill.

your import issue with an example of file causing the error?

How do I anonymize the file sufficiently for a public bug tracker?

I don't know how to do that with GNUCASH.

Are you sure you want to futuredisprove this program by rejecting wish lists for implementing the HBCI standard? Somehow, I have the feeling, if a program reaches the low requirements I have plus proper GnuCash import, it might be KMyMoney and not Skrooge...

KMyMoney is a good tool too !

If I well understand, a GNUCASH account with type "bank" is in fact a bank. I will do the change.

But being an account of type "bank" doesn't prevent it from having transactions. (Not much of an issue, though; having to move them one level below before the import is certainly an acceptable requirement.)

Somehow, I have the feeling, if a program reaches the low requirements I have plus proper GnuCash import, it might be KMyMoney and not Skrooge...
KMyMoney is a good tool too!

Well. I'm not yet sold on it, either. Anyway, thanks for answering to my ramblings. Here's a start for a list for Germany:

http://pastebin.com/4CzuXkU8

... which might be able to show you a few flaws in this concept. Namely: non-latin characters in bank names, repeated ids for the same bank (for different locations), and the sheer amount of possible entries.

The report module is great, but I think it can improved:

  • I'd like to be able to make forecasts until the end of the year (and more!) taking into account the scheduled operations and budget;  as far as I can see, the forecast is possible until 2 or 3 months (tell me if I'm wrong)
  • This forecast could take into account the interest rate of the account

 

"Personally I experienced it twice: my two wishes were implemented at no time! I didn’t experience it before!"  SO true, thanks a lot Stéphane !!

Can't wait for the v1.0 ! :)

The report module is great, but I think it can improved:

  • I'd like to be able to make forecasts until the end of the year (and more!) taking into account the scheduled operations and budget;  as far as I can see, the forecast is possible until 2 or 3 months (tell me if I'm wrong)

In fact, the forecast period is a pourcentage of the period of you report.
If you are doing a report on 10 years then the forecast period will be longer than if you are doing a report on 1 year.

  • This forecast could take into account the interest rate of the account

Good idea !

"Personally I experienced it twice: my two wishes were implemented at no time! I didn’t experience it before!"  SO true, thanks a lot Stéphane !!

Can't wait for the v1.0 ! :)

In fact, the forecast period is a pourcentage of the period of you report.
If you are doing a report on 10 years then the forecast period will be longer than if you are doing a report on 1 year.

OK! it seems strange to me, let me explain:

I'm doing a report on an joint account that has been opened in April 2010; I'm expecting a forecast until the end of the year.

First, I've added some scheduled operations, and setup the budget; 

Now, what I get is a forecast for the next 3 months only.

I can't do a report on 10 years because the account is about 1 year old.

Let's imagine someone that just opened an account, added scheduled operations and his budget, if I understand well he won't be able to have a forecast.

I think there is place for improvement here, what do you think?

 

Kendy

 

Hi,

In fact, the first implementation for forecast was "Moving average".
To compute this kind of forecast, we have to used transaction of the past.
This is why I put in place something like this.

You are right, with budget or scheduled operations, this doesn't make sens.

I will modify this as you want !

Thank you for using Skrooge

Hello,

first of all skrooge is a great app that I use almost every day. I thought the previous version without the budget module could have been a 1.0. Now that I saw the new dashboard, i can't wait to use it.

But back to the budget: to me it is not a finished module as the rest of skrooge. I use budgets on spreadsheets and can't do that with skrooge.

It is yet not possible to plan a budget on a spare account. For example I have money on a spare account where A€ is dedicated or A must be reached for the anually insurance, B for the taxes, C for vacations and D unallocated and free to use.

Contrary to the report module  you can't make a budget for a 3 months period, or more problematic from date to date. Being paid every 12th day of the month is is hard to budget anything. I would like to do something like that:

12 january +1200€ wages - 200€ rent - 200€ food - 100€ gas -100€ taxes - 200€ spare money = means 400€ free to use until the 12th february.

Thank you for your effort in developing this applicaiton!

My feature requests:

* a possibility to download values of units with regular expressions

It works in KMyMoney:

URL: http://stooq.com/q/?s=%1
Symbol: (pusty)
Price: Kurs.*(\d+\.\d+).*Data
Date: (\d{4,4}-\d{2,2}-\d{2,2})
Date format: %y %m %d

* an option to set a frequency of checking values of units ('once a day/week/month' etc.),

* speed up the display of operations if possible.

Hello,

first of all I must say, that skrooge is an excellent app for home finance. It is very easy and intuitive for use, especially for me.

I would like to see in version 1.0 something like a loan account. Now I have an account for this purposes, but there is two problems. First, when I take a loan, whole sum goes into costs and when I pay soemthing back then I dont see it as a cost, because it is a transfer. On the other hand I can see amount of my loans quickly. I think the loan account could be done in very simple way. The loan account will be a special one with two specific functions. One is, when I take out a loan it will not go in costs and second one is, when I repay the loan it will go in costs, although it is transfer operation.

Hope it is clear.

What is important I feel is the ability to exclude categories from the reports.

Suggested method would be to all user to adjust the table report by deleting columns and moving columns same as can be done within Operations; but after each delete (or add) column a totals recalc.

The tables report once set as save page state should apply to the text report (without ability to adjust) however text report ideally would be able to have trend visible or not visible.

Cheers,

Al.

Hi Alistair,

Do you know that you can remove some categories from reports by using the "Search" field?

For example, if you want to remove from report all lines with the string "car" or "bike", you just have to enter "-car -bike".

Hi,

It's amazing the progress of this project in a few months: I am now ready to switch from kmymoney, even though I will have to enter manually many of the unit quotes i am interested into, as they are not on yahoo finance. It would be great if I could enter my expressions for downloading them from other websites, or even better import the expression from kmymoney.

Yes, this is on our TODO, so expect more in the future :) Maybe not in version 1.0, though.

Guillaume

I started to use Eqonomize to handle my private economic. But after 1,5 year I felt that it lack some stuff that I wanted to use. Eqonomize is very good and easy to handle, tho I think it's not maintained any more? I like how Skrooge handle things, and the GUI is easy to use. But, I really think some basic things are missing, or I just can't find them, comparing to Eqonomize.

1. Split transaction: I can't figure out how to make a split transaction, with both a transfer and a expenditure inside same transaction. If I go to my local store, and by something for 50 SEK, and the same time I want to take out 100 SEK in cash. The total transaction is 150 SEK, but the actual expenditure is only 50 SEK, and the other 100 SEK I have in my wallet. In Skrooge I want to add a transaction for 150 SEK, but 100 SEK of it should be a transaction between my account and the wallet. This can't be done?

2. Shares: Can't figure out how to buy and sell shares from my account and book them inside the share I have added in "Unit". This is done very easy in Eqonomize. I can't find any really documentation how it's done in Skrooge.

3. Operations: I want to show all transactions in Operations as default. For now, it only shows transactions that are not checked.

4: Scheduled Operations: Lack functions to tell how the operation should behave on weekends. In Eqonomize, I can chose how the operation should be handled if the date is on a Saturday or Sunday. Extra options for this would be great, like;

  • Before weekend - the transaction will be added x days before weekend
  • After weekend - the transaction will be added x days after weekend
  • On weekend - the transaction will be added despite day of the week

This functions shuld be added to Skrooge to.

//Michael

Most of what you mention is already there :). The fact that you did not find them could be an indication that Skrooge is still a bit too complex in discoverability... We haven't found a good balance yet between features and ease of use.

1. Split Transaction : of course you can do that, since version 0.1.0. Please check this chapter in the doc.

2. Shares : This is also in Skrooge, also I never use it myself (This is more Stephane's area). Just click on the "Share" button next to the "Split" button mentionned in 1.

3. Checked operations per default : Make any change in the operations view, and when you're satisfied, just save the view as default, or create a bookmark. Again, please check the doc. It is a bit outdated on that specific aspect, but still should give you the idea.

4. This is not in Skrooge. Possibly to be considered, but if we do that, there are other things we should do for consistency, like "last friday in the month", or "2nd Tuesday of the year"... And I don't want to clutter the interface even more. Might need more reflexion, though.

Anyway, thanks for the comments, keep them going !

Hi,

It would be great if it was possible to include/exclude accounts from reports.

e.g. I only want account X and Y in a report but not account Z.... currently this is not possible but it would be highly useful

 

btw thanks a lot for developing skrooge ... love it !

You just have to select account X and Y from account table and clic on "Open report".

This mechanism works for all pages too!