KissCount

DocumentationENv02

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Table of Content

Documentation EN (v0.2)

Introduction

Kisscount is a personal accounting software aimed to be as simple as possible and offers only necessary features to quick edit and view your accounts. This documentation will show you what it's possible to do with KissCount (Screenshots comes from v0.1).

Pre requisite

To run the software, you need to install the followings packages : wxWidgets (>= 2.8), libofx and sqlite3.

Let's go

At first launch, you'll be asked to create an user and an initial database. The new user will have an empty password. Database is named "kc.bdd", it's in ~/.kisscount. If you want to use another database, add its path to kc's parameters : kc /var/kc/xxx.bdd

Now you may go to "preferences" tab to custom your accounts and categories.

Main panel

Main panel

This panel is the start of all common operations (the goal is to do not have multiple windows).

On the upper left there is the month list. A the beginning of each month you have to "generate" a new month. By right-clicking on the list, a contextual menu will appears letting you generate or delete a month. Generate a month means to report all fix operations and accounts values to a new month (it's possible to do not report any operations if no start month is selected).

On the upper middle, all your accounts with start values, end values and current values (which correspond to the date selected into the near calendar, this is the current date, last day if you're on next month, first day if the month is in the future). Initial values and calendar date are editable. Modifying an initial value will not modify previous or next month values. The star beside account number indicate that the account is shared.

On the right there are statistics. Remains value is : total credit - total debit. These values are updated when an operation is modified. Two operations with inverse values (debit of 1000 and credit of 1000 for instance) with the same description are considered as a transfer and are not taken in account into statistics. For categories computation, only debit operations are taken in account.

The middle part is the most interesting one. On the upper (in yellow), there are "fix" operations, it's recurrent operations that you have each months (remuneration, rent ...). In green are others operations of the current month. Each week is automatically separated by a black line. To delete an operation just check the case with red cross. Operation edition is like in a spreadsheet, copy-paste and undo/redo are not implemented. If you type an operation that have the same description as an other operation entered until 3 months, account and category will be automatically filled.

Group operations

You can group a set of operation into one (operations with a "+" in front). To do that you have to select cells with "control" (ctrl) key pressed and click on "Group" button. You can also add an operation to an existing group by selecting "root" operation or a sub-operation of the group and another operation. But you can't group operations already grouped or group fix and non fix operations.

Formulas

It's possible to enter a mathematical formula instead of a numeric value into "debit" and "credit". You simply have to start with "=". Supported operations are +, -, *, / and brackets. Example : "=-3+5*(4/2)"

Check mode

Check mode

Check mode allows you to do a check between your bank account and operations registered into KissCount, you can activate this mode by checking "check mode" in the lower right. All operation checked will be lightened. In this mode only checked operations will be taken into account for account current value and final value computation. Values in brackets are current values +/- not checked operation of previous months (like non paid cheque).

Real mode

By default KissCount is in virtual mode, it means that operation from/to virtual accounts are taken in account. In real mode they are ignored.

Update next months

Sometimes you have to modify operations from past months (add/remove/modify). To avoid to report by hand these modifications there is the "Update next months" buttons. It will apply the delta to the account's amount of the next months.

Statistics

Statistics

Statistics panel shows account's values during an interval of time and total of expanses by categories. 0 line (in red) is always displayed. Points of curves show values at the beginning of the month.

If the two months and years are identical. Statistics will be maid on month's operations.

Search

Search Do a search following some criteria. You can only enter a part of description. Try to do precise searches if you don't want to have a lot of results. Results are displayed in ascending (or descending) order without distinction between fix/non fix operations and without line separation between each week. Found operations can be edited like in main panel.

Preferences

Preferences

This panel allows you to modify you preferences, you can modify/add/delete accounts and categories. You can also :

  • Change user name
  • Change password
  • Delete an account (Kill me)
  • Change language (English or French)
  • Change chronological order (ascending or descending)
  • Change category's color and font to enlighten it

Default account is the first account shows into account's listbox when you add an operation, other accounts are alphabetical sorted.

Shared accounts

By selecting an account, the user list is updated. An user selected means that the account is shared with him (and account number will be followed by a star). So it's ease to share accounts. Only the account owner can really delete an account and share his account. If you delete an shared account that is not your own, it will only be removed from you accounts list.

Blocked accounts

Blocked accounts are accounts where you can put money but not get for. The distinction must be done for statistics : with a transfert we must take in account debit but not credit.

Virtual accounts

Virtual accounts allows you to virtually save up money. For instance, at the begining of the year you can spare state tax. You can ignore theses transferts by going in real mode in then main panel to have correct accounts values.

Import

It's now possible to import operations from other accounting softwares. For now only OFX import is available, but in the future Grisbi and KissCount will be supported too.

The first step is to load the file with "..." button (or by typing the pathname). If some accounts are not already registered, they'll be displayed in the left array, and you'll have to match them with internal accounts (or create new ones). The next step is to load (automatically done if there is no unknown accounts) with "Load operations" button. Before definitively import operations, you can suppress or rename them, KissCount can detect renaming patterns and apply them to other operations. If you want to save these patterns (for a next import), you have to check "Save import patterns". Finally you can integrate these new operations with "Integrate operations" button.

Web

Web

A simple PHP page show your accounts online. Only main panel is accessible (in read only) and without statistics. No translation is offered for this page.

There is a button "Expand groups" allowing you to see grouped operations.

Created: 8 years 5 months ago
by Grégory Soutadé

Updated: 8 years 3 months ago
by Grégory Soutadé

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Phase:Support

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