Projects tagged ‘finance’, ‘money’, and ‘moneydance’

A report extension to MoneyDance which shows a summary of your current financial state. It shows various types of information like expected balance over the full period based on budgeted values and ... [More] actual values. It is best viewed over a Year, but any date range can be given. Here is a list of the report's features: Give Expected Budget Balance Figure at start and end period with expected savings Give Actual Balance Figure at start and current. Give Forecasted Figure (based on Actual) to end period with expected savings. Balance Chart where you can see your current spending trend comparing your budgeted income/expenses to your actual. Income Table with budgeted and actual Income Balance and Pie Charts Expense Table with budgeted and actual Expense Balance and Pie Charts Optional Day by Day table to help you set up your budget accurately. For this report to be helpful I recommend you make your budget as accurate as possible. NOTE: balance figures in this report may not represent the true figures for the account you select, as income and expenses from all accounts are used. [Less]

Detailed Budget Report is an extension to MoneyDance which produces a report of Actual Expenses compared to Budget Expenses. Includes a Budget 'ALL' option which includes all budgets No transactions ... [More] are missed, so if the item is not budgeted it will still be shown in the report Can subtotal by week, month, year Optionally include subtotalled budgeted and difference amounts Budgeted amounts are only given in period it is expected to be paid NOTE: You must change the extension filename to detailedBudget.mxt otherwise MoneyDance will not accept the import. UpdatesVersion 0.5 fixes sorting bug Now (version 0.4) supports Grouping of Parent Categories with subtotals Supports negative transactions [Less]

An extension for Moneydance which analyzes your investment accounts and shows the asset allocation. Installation InstructionsDownload the latest version (listed on the right). Install it using ... [More] Extensions->Add. Restart Moneydance for the extension to appear on the home page. After that, go to Extensions->Portfolio Allocation in order to set up your asset allocations. Development NotesThis extension demonstrates how to use HomePageView and the currency/security system in Moneydance, as well as how to save settings as preferences of the RootAccount. JFreeChart is used, for some reason we can't just use Moneydance's copy, we have to include our own in the jar (this is why it's so huge). [Less]