Personal finance manager based on double entry bookkeeping principles
Main features
- Accounts tree view
- Organize your accounts into a tree structure. Branch expense and income accounts or join accounts by currency or type. Create, remove or change your account tree structure depending on your needs.
- Balances of accounts
- View current, cleared and total balances of a single account or a whole branch of accounts.
View profits of stocks and funds. - Transactions
- Select a list of transactions to calculate expenses/incomes and sums. Let transaction history help you input similar transactions.
- Search and filter
- Filter transactions with various filter fields. Calculate filtered transactions expenses/incomes and sums.
- Multiple currencies and exchange rates
- Calculate account balances or transaction sums in different currencies or just exchange currencies.
- Transaction scheduling
- Schedule repeating transactions and let Monex do the work for you.
- Working with stocks and funds
- Account stock purcase and sale, view how much profit you have made or are about to.
- Transaction categories
- Organize transactions additionally with categories.
Missing a feature?
Are you missing a feature, found a bug or have some other question?
Just post a comment.
Before posting a bug please review the known bugs list!
Organise your finances with Monex
- Follow this quick tutorial
- Getting started
- Create an account tree
- Balancing accounts
What's new in 0.73
- Inline editing of transaction
- Edit data field on the spot in the list of transactions
- Select multiple transactions and change same data field for all of them.
Planned features
- Transaction coloring
- Coloring of important transactions will be added
- Multiple users support
- Multiple users support and user switching will be added.
- Download of financial data
- Financial reports with charts
- Reporting wich will enhance the overview of money flow.
- Help and user manual
- Working instructions and online help will be added.