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. Anyone know how this is done, if it can be done?

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

The big advantages of Skrooge VS Eqonomize is;

• How the payees are handled, and how I can see how much money every payee got. If I rename a payee, if change all transactions for this payee. This is a real upside!
• Categories! Eqonomize just was to basic for this.
• Reports are good, although I miss text based report.
• Units is relay, RELAY, awesome feature! Love how it download the values from the internet into Skrooge. Although, I can't find a way to use it with shares.

//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 !

Oh, and this too :

zynex wrote:Reports are good, although I miss text based report.

Text reports exist, not sure if they are what you want though :
http://skrooge.org/node/150

zynex wrote:Units is relay, RELAY, awesome feature! Love how it download the values from the internet into Skrooge. Although, I can't find a way to use it with shares.[/list]

Just find your share's code on yahoo finance and enter it in skrooge . For example, the internet code for the Red Hat company is RHT : http://finance.yahoo.com/q?s=RHT&ql=1

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

I looked at the docs, but can't find any solution to what I mean. As far as I can see, I can only split the transaction into different categories. I want to split the transaction in different types, one expenditure part and one transfer part. The only way to do this now, is making two posts, one for the expenditure and one for the transfer between two accounts. This makes it difficult to track.

gdebure wrote: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.

Not sure how this works, there's no docs for it. Eqonomize handles this part like a charm, you should take a look at it? If I by a share (or stock) it should be registered in units and follow the index or stock added there. I don't see any way to 'connect' a share to the added post in units.

gdebure wrote: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.

I tried this, but it doesn't seem to save the stare for that setting? If I change it to "All", it always revert to "Hide all checked operations".

gdebure wrote: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.

Options like that would also be a good idea. I don't think this will clutter things up though, but it will add more customised options to Skrooge

gdebure wrote:Just find your share's code on yahoo finance and enter it in skrooge . For example, the internet code for the Red Hat company is RHT : http://finance.yahoo.com/q?s=RHT&ql=1

Yepp, that I found What I meant was that I want to use this when I buy and sell stocks or index shares. If I buy 10 shares of "Avanza Zero" for 50 SEK per share, I want to connect this to the post I added in 'unit'. I'm not sure if I explain myself correctly?

If you try Eqonomize I think you will know what I mean

gdebure wrote:Anyway, thanks for the comments, keep them going !

Of course, keep up the good work

1. do your operations separately one for paying and one for transfer and than select them both in operation list and combine them (Ctrl+Shift+M) or right click than choose the right option

2. can't help never really used

3. it really does not, you have to save the tab(window) setting by clicking tiny little save icon (diskette) to save it as a default view for Operations or right click in the tab area and choose save page state or Ctrl+Alt+S

4. this one I can use too

schunka wrote:1. do your operations separately one for paying and one for transfer and than select them both in operation list and combine them (Ctrl+Shift+M) or right click than choose the right option

2. can't help never really used

3. it really does not, you have to save the tab(window) setting by clicking tiny little save icon (diskette) to save it as a default view for Operations or right click in the tab area and choose save page state or Ctrl+Alt+S

4. this one I can use too

I think "merge imported operations" only works on imported operations. I only get an error if I try that. I tried to group two operations, but it still handles them as two posts, and the transfer is converted to a standard operation.

I have tried to save the state to, but next time I open operations "Hide all checked operations" is still the default one. The columns position and size is saved though.

EDIT: I use v1.2.5

zynex wrote: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?

You are right, with Skrooge this is not possible to do a split transfer.
We want to be close to the transactions you will have in your bank.
So, you have to do:
1-A -150 SEK on your current account because even if your actual expenditure is only 50 SEK, you will have a line with 150 SEK in your bank.
2-A 100 SEK on your wallet account
3-Select both transaction and group them to keep the link.

zynex wrote: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. Anyone know how this is done, if it can be done?

You have to:
1-Create a new unit from the "unit" page for each share you have or you want to buy.
2-Create transaction from the "operation" page.

zynex wrote:I have tried to save the state to, but next time I open operations "Hide all checked operations" is still the default one. The columns position and size is saved though.

EDIT: I use v1.2.5

I tested it on v1.2.5 and it works.

Take care, if you open the "operation" table from a bookmark, a click on the small "disk" will overwrite the bookmark, not the default state for "operations" page.

smankowski wrote:

zynex wrote: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. Anyone know how this is done, if it can be done?

You have to:
1-Create a new unit from the "unit" page for each share you have or you want to buy.
2-Create transaction from the "operation" page.

I'm not sure how you mean, I can't find anything on the "operation" page where I can buy X numbers of shares, and select witch share I want to buy.

I think the "Share" in operations is obsolete, there's no obvious function for it!?

Hi,

Here is an example where I buy 100 shares of IBM (IBM is a unit defined in unit page):


To sell shares, you just have to put negative values.

I hope this will help you.

The "Share" mode in the operations page can be accessed by clicking on the Shares button at the bottom

Great! I actually figure it out. Not really self explaining, but now it works I had to create a different "dummy" account just holding the current shares I owned, that was transferred from the real account.

In feature versions a slightly different approach to managing shares would be great.

Here's how it looks in Eqonomize, quite easy to understand In this case, the 'Security' is equal to unit in Skrooge. Only two values have to be entered, the third is automatically calculated. In Eqonomize, you also have to create a 'dummy' account, holding the shares bought.



Thanx for the help