Skrooge

Skrooge is an open source, freely distributed and capable graphical software that has been designed from the ground up to perform very simple accounting operations, such as creating accounts, so you can effortlessly manage your personal finances from the comfort of your GNU/Linux operating system.

Features at a glance

With Skrooge you will be able to import and export QIF (Quicken Interchange Format), CSV (Comma-separated Values) and KMyMoney files, to import QFX, OFX (Open Financial Exchange), Microsoft Money, GnuCash, MT940, Grisbi and HomeBank files, to mass update operations, to schedule operations, as well as to track refund of your expenses.

Key features include several tabs to help you organize your work, infinite undo/redo, instant filtering on operations, infinite levels of categories, advanced graphical reports, automatic processing of operations based on search conditions, and automatic budget computation based on your past expenses.

Getting started with Skrooge

To use this application, you will have to first install it. There are two installation methods available at this time. The easy way to install Skrooge on your Linux-powered computer, is to search for the ‘skrooge’ package in the main software repositories of your distribution.

The second method involves manual optimization and compilation of the program’s source code, which can be downloaded from Softoware free of charge. Save the archive on a location of your choice, extract its contents and open a terminal emulator.

In the terminal window, navigate to the location of the extracted file using the ‘cd’ command, run the “cmake .” command (without quotes) to configure the project, followed by the “make” command, also without quotes, to compile it.

After a successful compilation, install Skrooge system wide by executing the “make install” command as root (system administrator) or with sudo in front of it, without quotes, of course. Both 64-bit and 32-bit computers are supported.

What is new in this release:

• Correction bug 352674: SQLite version of the system not aligned with embedded in Qt when using sqlcipher
• Correction bug 349961: Values in "Text" report are clickable to open corresponding operations
• Correction bug 349976: Default categories for payees
• Correction bug 354139: Pb when opening operations in sub-operation view
• Correction bug 341463: Monthly reports include transfers between accounts and shows as income/expenses
• Correction bug 354439: Re-open close account with money: wrong warning
• Correction bug 354463: Incomes/Expenditures in monthly reports do not account for sub-operations of split operations
• Correction bug 354424: Displayed balance is 0,00 and operation is ignored afterwards
• Correction bug 354817: Arrows should increment/decrement operation number
• Correction bug 355376: Category too small in split editor
• Correction bug 355956: Not existent type in dashboard
• Correction: Drag and drop file is now able to move a file
• Correction: The WORD function of "Search & Replace" is no more sensible of useless space
• Correction: Open skrooge document from desktop
• Correction: Set open source licence on svg files
• Correction: Correction ofx import in ECM_ENABLE_SANITIZERS='address' mode
• Correction: Better print of dashboards by printing each widget individually
• Correction: Better counting of pages in print function
• Correction: Monthly reports with "default" template is now printed in only one page (remove page-break-before: always)
• Correction: Monthly reports with "responsive" template must not print url
• Correction: Migration from sqlite to sqlcipher mode does not work when the password contains the character "
• Correction: In "Search & Process", the between function must work when v1

What is new in version 1.11.0:

• New features:
• Notifications and error messages are now based on KMessageWidget
• The restore file is now base on KMessageWidget
• Option to auto download from backend on opening file (default=false)
• Import Microsoft Money documents (.mny) protected or not
• Addition of russian banks
• Reopen last page closed
• Max and min limits on accounts
• Better and new advices based on limits of accounts
• Sound emmission on operation creation
• Import "Budgetary allocation" and "Fiscal year" from Grisbi files as properties
• Information message explaining how to exist full screen mode
• Addition of date of last reconcilation on account
• Amount owned on unit table
• Download date on unit table
• New account type: Pension
• New set of categories for french people
• Addition of "Configure notifications..." in configuration menu
• Download and add bills as property by using boobill (weboob)
• Rename of property
• Export HTML and ODT from tables
• JSON export based on QJson
• Automatic process to recover a corrupted file
• New "weboob0g" backend compliant with the Weboob 0.g
• Bugfix & Enhancements:
• Fixed bug 319706: OFX trntype not imported, rest okay
• Fixed bug 320114: Wrong bank balance at dashboard
• Fixed bug 320112: Importing CSV operations with mixed " and ' text field separators
• Fixed bug 320226: Monthly report does not work due to missing template
• Fixed bug 320240: Impossible to enter exact amount for given unit in pop-up
• Fixed bug 320242: Transaction confirmation pop-up doesn't use defined unit value for transaction date for suggested value
• Fixed bug 320261: Dashboard "Income & expenditure": no values, strange colors
• Fixed bug 320157: Skrooge not working when .skg file is located on Samba share
• Fixed bug 320323: Add function ("rest to") In budget
• Fixed bug 320298: Default automatic format detection while importing a file leads to wrong entries creation
• Fixed bug 320070: Allow changing operation date through "Search & Process"
• Fixed bug 320716: Skrooge does not import all operations using weboob
• Fixed bug 320717: Use rdate instead of date in weboob backend
• Fixed bug 319993: Please adopt application logo/icon for smaller resolutions ==> skrooge-mini can be choosen for small resolutions
• Fixed bug 319990: Please fix icon alignment in Pages tab
• Fixed bug 322306: Skrooge Crash using Forecast Schedule
• Fixed bug 322069: Designer plugins should be unversioned .so files
• Fixed bug 323380: Minor date bug when using the stock portfolio widgets
• Fixed bug 320066: Crash importing KmyMoney exported file from Skrooge
• Fixed bug 324972: Import fails without an error when account is defined in CSV
• Fixed bug 325081: Add a " Yesterday " choice in the date picker
• Fixed bug 325174: Importing from gnucash file doesn't import accounts fo types 'Mutual Fund' nor 'Credit Card'
• Fixed bug 325223: Crash when exiting skrooge
• Fixed bug 324008: Erreur when importing .mny file. Error when analysing categories.json
• Fixed bug 325675: Build error in skgfileplugin.cpp for openSUSE 12.2 KDE 4.9
• Correction: KMyMoney exports does not need a check of integrity anymore
• Correction: Addition of all icons in size 256 and 512
• Correction: Block drop of a bookmark under an other bookmark
• Correction: Bad date format detection when the second value is 9 (example: 3/9/04)
• Correction: Remove the "Bank account " string in the name of the account name created by an OFX import
• Correction: Icon for "Amount entered"
• Correction: Authorize long number for operations like 5490990004
• Correction: Default graph mode = line
• Correction: Better detection of duplicate operations after import
• Correction: The setting "Import only operations since the last imported one" allows importation for the same date (< instead of

What is new in version 1.10.0:

• New features:
• Notifications and error messages are now based on KMessageWidget
• The restore file is now base on KMessageWidget
• Option to auto download from backend on opening file (default=false)
• Import Microsoft Money documents (.mny) protected or not
• Addition of russian banks
• Reopen last page closed
• Max and min limits on accounts
• Better and new advices based on limits of accounts
• Sound emmission on operation creation
• Import "Budgetary allocation" and "Fiscal year" from Grisbi files as properties
• Information message explaining how to exist full screen mode
• Addition of date of last reconcilation on account
• Amount owned on unit table
• Download date on unit table
• New account type: Pension
• New set of categories for french people
• Addition of "Configure notifications..." in configuration menu
• Download and add bills as property by using boobill (weboob)
• Rename of property
• Export HTML and ODT from tables
• JSON export based on QJson
• Automatic process to recover a corrupted file
• New "weboob0g" backend compliant with the Weboob 0.g
• Bugfix & Enhancements:
• Fixed bug 319706: OFX trntype not imported, rest okay
• Fixed bug 320114: Wrong bank balance at dashboard
• Fixed bug 320112: Importing CSV operations with mixed " and ' text field separators
• Fixed bug 320226: Monthly report does not work due to missing template
• Fixed bug 320240: Impossible to enter exact amount for given unit in pop-up
• Fixed bug 320242: Transaction confirmation pop-up doesn't use defined unit value for transaction date for suggested value
• Fixed bug 320261: Dashboard "Income & expenditure": no values, strange colors
• Fixed bug 320157: Skrooge not working when .skg file is located on Samba share
• Fixed bug 320323: Add function ("rest to") In budget
• Fixed bug 320298: Default automatic format detection while importing a file leads to wrong entries creation
• Fixed bug 320070: Allow changing operation date through "Search & Process"
• Fixed bug 320716: Skrooge does not import all operations using weboob
• Fixed bug 320717: Use rdate instead of date in weboob backend
• Fixed bug 319993: Please adopt application logo/icon for smaller resolutions ==> skrooge-mini can be choosen for small resolutions
• Fixed bug 319990: Please fix icon alignment in Pages tab
• Fixed bug 322306: Skrooge Crash using Forecast Schedule
• Fixed bug 322069: Designer plugins should be unversioned .so files
• Fixed bug 323380: Minor date bug when using the stock portfolio widgets
• Fixed bug 320066: Crash importing KmyMoney exported file from Skrooge
• Fixed bug 324972: Import fails without an error when account is defined in CSV
• Fixed bug 325081: Add a " Yesterday " choice in the date picker
• Fixed bug 325174: Importing from gnucash file doesn't import accounts fo types 'Mutual Fund' nor 'Credit Card'
• Fixed bug 325223: Crash when exiting skrooge
• Fixed bug 324008: Erreur when importing .mny file. Error when analysing categories.json
• Fixed bug 325675: Build error in skgfileplugin.cpp for openSUSE 12.2 KDE 4.9
• Correction: KMyMoney exports does not need a check of integrity anymore
• Correction: Addition of all icons in size 256 and 512
• Correction: Block drop of a bookmark under an other bookmark
• Correction: Bad date format detection when the second value is 9 (example: 3/9/04)
• Correction: Remove the "Bank account " string in the name of the account name created by an OFX import
• Correction: Icon for "Amount entered"
• Correction: Authorize long number for operations like 5490990004
• Correction: Default graph mode = line
• Correction: Better detection of duplicate operations after import
• Correction: The setting "Import only operations since the last imported one" allows importation for the same date (< instead of

What is new in version 1.7.1:

• New features:
• New file format (AFB120 CFONB) can be imported
• Open report from dashboard widgets
• More modification functions in "Search & Process" panel for Payee, Account, Tracker
• New "capitalize" function in "Search & Process" panel
• New attributes "Unit" and "Transfer" in "Search & Process" panel
• All update functions are now available for properties in "Search & Process" panel
• New icon in tab bar to create new page
• More attributes in line and column in reports (graph)
• Abillty to force the date format for qif and csv imports
• More functions in tool menu
• More tips of the days
• Dispay option "Hide pointed operations" in operation page
• Ability to group tables on user defined properties
• Ability to group tables on hidden column
• Addition of the new currency "Bitcoin" with automatic download of the rate
• In dashboard and monthly report, banks can be clicked to open corresponding operations
• In report, the graph correction can be done by multiply or divide
• Bugfix & Enhancements:
• Fixed bug 319565: Bad performances on ubuntu 13.04
• Fixed bug 316604: Income and Expense widget on the dashboard does not respect suboperations in split operations
• Fixed bug 316796: Reports crash when closed normally
• Fixed bug 279967: When automatically started at login, Skrooge is always displayed on all desktops
• Fixed bug 319145: Multiple currency support still buggy
• Enhancement in Group Operations (allow grouping more than 2 operations, or already grouped operations)
• Hide internal properties in "Search & process", in operation page and in the function "Add property"
• Enhancement in QIF import with mixed date format
• Correction: The advice action "Remove groups with only one operation" does not remove the operation but the group
• Better performances in kmymoney import and all other imports
• Skroogeconvert now supports files without path (example: skroogeconvert -in t.csv -out t.kmy)
• Better performances of skroogeconvert in case of skg import or export
• Global performances gains by using the right index on unit table
• Renamed "Undo document" to "Revert document"
• Reduce the number of messages when using backend import
• Better support of import/export with url
• Better merging of operations in QIF import
• Monthly reports and main page use the general font of KDE

What is new in version 1.6.0:

• Bugfix & Enhancements:
• Fixed bug 314389: weboob import does not work
• Fixed bug 314743: Can not resize window when operations tab is displayed
• Fixed bug 313926: Version 1.5.1 shows warnings
• Fixed bug 313948: Skrooge crashed after double clicking on an account after using clean import tool
• Fixed bug 313928: Warnings during build on OS X > 10.6
• Splash screen and notifications on Windows
• Better error management in weboob import plugin
• Faster and notification-less units downloads
• Facilitate toolbar customization
• Fix bad date format identification in some cases
• Activation of link in "Incomes and Expenditures" dashboard widget
• Operations in "Loan" accounts are no more taken into account in budget and "Incomes and Expenditures" dashboard widget
• New Features:
• "Open all" and "Bookmark current page here" in the bookmark button
• Button in bookmark dock to discover the contextual menu
• Buttons on dashboard widgets to discover the contextual menu
• New cursor on dashboard widgets to show that widgets are moveable
• New dashboard (fast remove, fast add, fast move, fast drag & drop)
• ToolButton displaying contextual actions on top right of tables
• "Pages" launchers can be added in the toolbar
• New WORD function in "Search & process" to extract a word of an attribute
• More generic import through backends
• Support values like "3128/100" in imports
• More point styles in graph and better rendering
• Display of infinity symbol in dashboards and monthly reports

What is new in version 1.4.0:

• Correction bug 306517: "Incomes & expenses" widget displays a wrong sum for expenses
• Correction bug 308050: Untranslatable strings in 'Budget' Page
• Correction bug 308395: "list of operations" screen : inoperative filters (hide closed operations >1 & 2 weeks)
• Correction bug 310372: Word completion in the comment field in standard operation does not work even if it was added via split operation
• Correction: Better colors in "Expenditures vs Icomes" dashboard widget
• Correction: Support qif file having Type:Class with description
• Correction: Remove "All" in operation menu when only one account is created
• Correction: Move "Export ..." menu in "File" menu
• Correction: Bad display of account having a "&" in operation page
• Correction: Move "Processing" actions in the main menu named "Tools"
• Correction: Hide title when reset filter in operation page
• Correction: Better performances in SKGDocumentBank::computeBalances by using compound query
• Correction: Avoid freeze when a very old value (example: 14-11-0012) is entered by error for a unit
• Correction: Avoid freeze in reports when a very old operation (example: 14-11-0012) is entered by error
• Correction: "Quantity owned" in unit page does not initial amount of accounts
• New feature: New button on unit page for opening the web site of the download source
• New feature: Warning on closing non null account
• New feature: Support for Activities
• New feature: "Stock portfolio" in monthly report
• New feature: "Stock portfolio" dashboard widget based on monthly report
• New feature: Possibility to add hyperlinks in monthly reports
• New feature: Export html in monthly reports
• New feature: New widgets for dashboard
• New feature: 2 new templates for monthly report are delivered by default
• New feature: 2 new advices detecting very old values of unit and very old operations
• New feature: New advice checking if budgets rules are treated

What is new in version 1.3.2:

• New features:
• Progress bar in budget table for active budgets
• "Open report" button from search page to open report without saving the query
• Option to ignore operation tracked or grouped in reports
• Bugfix & Enhancements:
• Fixed bug 300228: Failed to import from KMyMoney file
• Fixed bug 301137: 'To Account' of an existing money transfer is displayed incorrectly in edit area
• Fixed bug 302388: Gnucash import fails: Better error message in case of negative value for a currency
• Fixed bug 302502: Message for possible schedule incomplete
• Fixed bug 303527:Support more time options for ‘show checked operations'
• Fixed bug 304003: Crash when removing transaction number of transactions with duplicate account numbers
• Fixed bug 304313: Importing a KMyMoney file results in error
• Rename columns of budget table
• Better CSV and TXT exports of tables grouped by a column
• Better SVG export of tables
• Restore palette in tables after print
• Do not display disabled schedules in dashboard
• Remove text on common icons in toolbar
• In "Scheduled operations" page, the button "Jump to the operation" opens the operation page in template mode to authorize updates
• New wording; "To be Checked" instead of "Foreseen" or "In Transit"; "Checked" instead of "cleared" or "validated"
• Better mouse icon when closing pined page
• Remove X confirmations messages when closing a document with X pinned pages
• Focus on opened page from bookmarks when the current page is pinned
• Allow massive accounts update
• Avoid bad table display when grouped

What is new in version 1.3.0:

• New features:
• Colors in "Incomes and Expenditure" dashboard widget
• Skrooge is now able to import file have amounts with unit symbole (example: -$8.35)
• "Base 100" mode for graphs, allowing to compare the evolution of two items.
• Bugfix & Enhancements
• Do not display transfers in the Dashboard Advice that warns about empty category
• Fix crash on opening report
• Do not Display Accounts Graph during Account Creation
• Fix crash on deleting split operation
• Fix wrong behaviour on Copy/paste comment in the table of a split operation
• Better display of "Show" menu in operation table
• Support import of gnucash file without "gnc:book"
• FastEdition now works when more than one "operation" page is opened
• Fixed Crash on QIF export when the document has 3 operations grouped with op1.value=-op2.value
• Refresh graphs when unit values are modified
• Install the grantlee filter plugin into the correct location.
• Avoid empty "Account" page when no account exist
• No automatic resize of columns when "auto resize" is not check
• Amounts are now displayed with the right number of digits in "operation" and "account" table.

What is new in version 1.1.0:

• Correction bug 283683: Can not add a new operation after modifying the values on an existing one
• Correction bug 284220: Closed account still showing up in accounts combobox of "operations" tab
• Correction bug 283840: Skrooge is unable to download units for a past period, but it works for the current day ==> Better warning message
• Correction bug 284073: Expressions in splitted operation amount are not calculated
• Correction bug 283842: If I add today a past operation in a different unit than the principal, the amount calculated uses the present unit value, and not that of the specific date
• Correction bug 284752: Skrooge does not look for Grantlee at build time
• Correction bug 284843: OFX import does not work on UTF-8 encoded files
• Correction bug 285289: Misspell found: reconcilation instead of reconciliation
• Correction bug 285880: Cumulative amount of main categories don't appear
• Correction bug 286538: Renaming categories doesn't rename relevant search/process rules (not fixed but better error management)
• Correction: Better colors in "5 main variations" widget for dashboard
• Correction: Installation of grantlee_skroogefilters.so in only one place and not hardcoded
• Correction: No more error when importing skg file with payees
• Correction: Addition of an error message on loading of a document generated by a most recent version (example loading on a 1.0.0 document into Skrooge 0.9.1)
• Correction: Addition of missing date for x axis on unit graph
• Correction: Import homebank set types of accounts
• Correction: Possibility to remove an empty account without warning
• Correction: Better performances during migration
• Correction: Change language of the document on open if the language of KDE has changed
• Correction: Better affectation of payees and comments during gnucash import
• Correction: Better default size of the "category" panel in the split table to avoid manual resizing
• New feature: New type of account "Loan", transfer from/to this kind of account are considered as "expenditure" in reports
• New feature: New function to remove useless values in unit (the curve is preserved but useless values are removed)
• New feature: New tag for grantlee to be able to use standard palette. Colors of the "Default" template are coming from the KDE palette now.
• New feature: Possibility to download values of units with regular expressions.
• New feature: Possibility to create/modify monthy template directly from skrooge
• New feature: More detail in progress bar
• New feature: New advice to find and repair operations in groups with only one operation
• New feature: New advice to find potential monthly schedule

What is new in version 1.0.0:

• New Features:
• Grouping : Yyou can now group operations, categories, payees, accounts... And you may group on any column shown in the view.
• Recurring operations can be scheduled on a weekly basis
• Allow to merge trackers by drag & drop
• You may now build reports that will display a number of operations, instead of only the sum of amounts
• Remove some clutter by reducing the number of icons in the toolbar in the default configuration.
• New "Fast edit" button in operation editor.
• It is now possible to copy cells content into the clipboard
• If an account is closed while its balance is different from 0, it is displayed as a potential issue in the dashboard (advices widget)
• Ability to create operations outside skrooge, using krunner : a string like "buy 10 ESSO" allows to quickly prepare add a new operation in skrooge. Advices in dashboard allows to finalize the creation
• New menu to lock/unlock docks
• Allow menu hiding, like in dolphin
• Monthly reports are now builts using the very excellent Grantlee template engine. This allow us to implement many new monthly reports, that can be added using Get Hot New Stuff. Thanks to the opendesktop.org team for providing us with this facility :)
• Bugfix
• bug 280362: Skrooge is not accepting dots or commas
• bug 280897: Unit wont set on mt940 import when there are existing operations
• bug 280915: The import logic should use an existing account based on bank name read from :20: and the account number read from :25:
• bug 282983: Multi-currency transactions not anchored to the exchange rate of the day of the transaction
• bug 283246: Some text is hard to read with dark color theme
• Overall performance improvements
• Fix Grisbi import with split operations
• Fix opening read only file
• Completion on substring available only in "Dropdown list" mode
• "Delete unused" of category page tries a delete only on categories really not used
• Various correction in bookmarks (enable/disable in menu, bad management in parent/child relation)
• Cascading delete in categories and bookmarks

What is new in version 0.9.1:

• Correction bug 271294: Modifying transactions with spaces in their amounts causes them to be reset to 0
• Correction bug 275963: Operations imported in the primary currency unit, not the account unit
• Correction bug 278004: Skrooge installs library files with wrong version numbers
• Correction bug 278220: Wrong values in Monthly Report "Amounts in accounts"
• Correction bug 279421: General reports problems/request
• Correction bug 275956: Possibility to display different accounts in different currency units
• Correction: Change icons and remove useless icons
• Correction: Hide useless "Add" and "Update" buttons in amortization table of "Simulation" page
• Correction: No display of initial value (0000) in graph when history mode is not selected
• Correction: Now the forecast period is equal to the real period
• Correction: Addition of "Add category" in contextual menu of "Category" page
• Correction: Differentiation between "Sum" and "Pourcent" mode of PIE graphs
• Correction: When "operation" page is an a particular account, the editor is cleaned with this account
• Correction: Remove password when anonymize a document
• Correction: Better performance by simulating "materialized views" with tables (used for categories and budgets)
• Correction: In CSV import, if 2 "amount" columns are found then the first one is considered as a debit and the second one as a credit
• Correction: During import, in case of doubt, MM_DD is preferred than DD_MM
• Correction: Imports are supporting dates with backslashes like 29\06\2011
• Correction: Better performances
• Correction: Saving the state of 'Categories Page' ignores the resized columns with (Auto resize: off)
• Correction: CSV import supports multiline file like:
• date;amount;comment;type
• "1/1/2010";1000;"transfer 1
• from account A
• to account B";TRANSFER
• "2/2/2010";2000;"transfer 2
• from account A
• to account C";TRANSFER
• Correction: Protection again empty date ==> if the user remove date string then the current date is used
• Correction: Toolbar is realy configurable
• Correction: Import of encrypted skrooge files
• Correction: Better print when many pages are open
• Correction: Missing gsb format in import file selection panel
• New feature: Graphs in "Bank and Account" page
• New feature: Addition of "Jump to the operation" in contextual menu of "Scheduled operations" page
• New feature: Properties can be a copy of a file or a link to an existing file
• New feature: In all pages, possibility to hide line by using operator - in "Search" field
• New feature: Addition of "Highlight" status on catagories and payees
• New feature: In reports, the first columns is resizable and has a tooltip for a better display
• New feature: "Expand all" and "Collapse all" in category and bookmark trees
• New feature: An option to set a frequency of units download (once a day/week/month)
• New feature: Properties associated by drag & drop can be copied or linked (ALT+)
• New feature: CTRL+C enables copying of selected cells of tables

Requirements:

• KDE Plasma
• CMake
• Qt