Table of Contents
List of Tables
- C.1. Change log
OpenMoneyBox is an application designed to manage small personal money budgets in the easiest way.
The idea was born when my informatic system was made by the awesome AMIGA 500. It managed through a basic interface and a dropdown menu a file containing three small arrays:
- Funds
- Credits
- Debts
At the end of each month it generated a text document where all management operations were stored.
The basic idea is still substantially the same.
Definitions
- Fund: every kind of saving e.g. cash, a bank account, where you add your income and such;
- Credit: money other people owe you;
- Debt: money you owe to somebody else.
Table of Contents
Set the application global date using related calendar box on the right of the the main window.
Set application global time using the time picker on the right of the main window.
All operations will use this date and time unless the user specifies to use system time.
Table of Contents
Click the menu item -> or related button in the toolbar) to save a document.
If the document is saved for the first time since its creation, the dialog window to choose the document name will appear.
If the document password is not set, the dialog window to choose it will appear.
Shortcut: CTRL+S .
Related topics: Set or modify the document protection password.
Click the menu item -> to reopen a document, losing all changes.
Warning
All changes will not be recovereable.
Click the menu item -> to export the active document in XML format.
Note
Encryption is not supported in all platforms. Do not enable password if you use the same database also in platforms with no encryption support.
Supported platforms:- Ubuntu (16.04 and greater)
- Fedora (29 and greater)
- Suse Leap (15.0 and greater)
- Android
- Microsoft Windows
Click the menu item -> to change or set the active document protection password.
Shortcut: CTRL+P .
Click the menu item -> to remove the document protection password.
Click the menu item -> to browse the master archive.
When this menu is checked, it is possible to browse the archive using the calendar on the right side of the window. Selecting a month, items and operation stored for that month will be shown.
Table of Contents
Click the menu item -> (or the related button in the toolbar) to copy currently selected line of the monthly report in clipboard.
Shortcut: CTRL+C
Click the menu item -> (or the related button in the toolbar) to find specified text in the monthly report, starting from currently selected position.
Shortcut: CTRL+T
Table of Contents
Click the menu item -> (or the related button in the toolbar) to store a new fund.
Type in the first edit box the name to identify the new fund: it will be added in the list on the left of the client window.
Type in the second edit box the value to be assigned to the fund: it will be subtracted to the default fund; in case the specified value is bigger of that fund an error message will be shown.
In case of missing or wrong data entry an error message will be shown.
Shortcut: CTRL+ALT+N
Related topics: Set the defaut fund.
Click the menu item -> (or related button in the toolbar) to remove a previously stored fund.
Select from the dropbox the fund to be removed: it will be removed from the list in the left of the client window.
The value of removed fund will be added to the default fund.
In case of missing or wrong data entry an error message will be shown.
Shortcut: CTRL+ALT+R
Related topics: Set the default fund.
Click the menu item -> to modify the value of a previously stored fund.
Select from the dropbox the fund of which you want to modify the value.
Type in the edit-box the new value of the fund.
The difference between previous and new values will be added or subtracted from the default fund.
In case of missing or wrong date entry an error message will be shown.
Shortcut: CTRL+ALT+I
Related topics: Set the default fund.
Click the menu item -> to change the complete current budget value.
Type in the edit box the new budget value.
The difference between the new and previous values will be added to or subtracted from the default fund.
In case of missing or wrong data entry an error message will be shown.
Note
This function is useful only to increase the budget value. It cannot be decreased, unless if done with the Expense function.Shortcut: CTRL+ALT+T
Related topics: Set the default fund.
Click the menu item -> to set the budget default fund.
The default fund is the one gains, expenses and changes to other funds are added or subtracted to, unless a different one is specified during the storing of these operations.
Select from the dropbox the fund you want to specify as default.
Shortcut: CTRL+ALT+P
Table of Contents
Click the menu item -> (or the related button in the toolbar) to store a profit.
Select from the drop-box the fund to add the profit to.
Type in the first edit box the value to add to the fund.
Insert in the second edit box the reason of this profit (required).
Default currency. Uncheck this box to use a custom currency for the operation. Insert the currency symbol in the first edit box. Insert the change rate in the second edit box.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: F2
Click the menu item -> (or the related button in the toolbar) to store an expense.
Select from the dropbox the fund to subtract the expense from.
Type in the first edit box the value to subtract from the fund.
Type in the second edit box the reason of this expense (required).
Default currency. Uncheck this box to use a custom currency for the operation. Insert the currency symbol in the first edit box. Insert the change rate in the second edit box.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: F3
Click the menu item -> (or the related button in the toolbar) to add a category in the monthly report.
Select the desired category from the dropdown list.
The category can be also selected by double clicking on the category field in the report.
Click the menu item -> to edit the personal list of categories.
Enter a category and click the Add button to add a new category.
Select a category in the list and click the Remove button to remove that category.
Select a category in the list and click the Icon button to change the icon.
Table of Contents
Table of Contents
Click the menu item -> (or the related button in the toolbar) to store the reception of an object.
Type in the first edit-box the received object.
Type in the second edit-box the donor of the object.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: SHIFT+F1
Click the menu item -> (or the related button in the toolbar) to store an object donation.
Type in the first edit-box the donated object.
Type in the second edito-box the object receiver.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: SHIFT+F2
Table of Contents
Click the menu item -> (or the related button in the toolbar) to store an object loan.
Type in the first edit-box the lent object.
Type in the second edit-box the object receiver.
If it is necessary to set an alarm for the object, mark the alarm checkbox and select the loan expiration date.
Note
This function is useful only if the Alarm Management Utility is installed..The borrowed object will be visible under the name of who borrowed the object.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: SHIFT+F3
Click the menu item -> (or the related button in the toolbar) to store the return of a previously lent object.
Select from the first drop-box the lent object.
Select from the second edit-box the object receiver.
The lent object will be cancelled from the client window.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: SHIFT+F4
Click the menu item -> (or the related button in the toolbar) to store the loaning of an object.
Type in the first edit-box the borrowed object.
Type in the second edit-box the name of who lent the object.
If it is necessary to set an alarm for the object, mark the alarm checkbox and select the loan expiration date.
Note
This function is useful only if the Alarm Management Utility is installed..The borrowed object will be visible under the name of who lent the object.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: SHIFT+F5
Click the menu item -> (or the related button in the toolbar) to store the return of a previously borrowed object.
Select from the first drop-box the borrowed object.
Select from the second edit-box the object lender.
The borrowed object will be cancelled from the client window.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: SHIFT+F6
Table of Contents
Lent and borrowed objects, credits, debts and shop-list items can contain an alarm. If OmbTray, component is installed, a message will be generated if this alarm is expired.
Table of Contents
Click the menu item -> (or the related button in the toolbar) to store a new credit.
Type in the first edit ox the name of new credit (usually the debtor name).
Type in the second edit box the credit value. If a credit with this name already exists the new inserted value will be added to the one previously stored.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
Keep current budget. Check this box to store the credit or debit without changing your budget. This is useful to store exchanges made in the past.
In case of missing or wrong data entry an error message will be shown.
Shortcut: CTRL+ALT+C
Click the menu item -> (or the related button in the toolbar) to remove a previously stored credit.
Select in the drop-box the credit to be modified or removed.
Remove:
- the whole value: completely removes the credit;
- partially: removes only a part of the credit. In this case, type in the edit box below the collected amount of money.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: CTRL+ALT+A
Click the menu item -> (or the related button in the toolbar) to remit a previously stored credit.
Select in the drop-box the credit to be remitted.
Remove:
- the whole value: completely remits the credit;
- partially: remits only a part of the credit. In this case, type in the edit box below the remitted amount of money.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Table of Contents
Click the menu item -> (or the related button in the toolbar) to store a new debt.
Type in the first edit ox the name of new debt (usually the creditor name).
Type in the second edit box the debt value. If a debt with this name already exists the new inserted value will be added to the one previously stored.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
Keep current budget. Check this box to store the credit or debit without changing your budget. This is useful to store exchanges made in the past.
In case of missing or wrong data entry an error message will be shown.
Shortcut: CTRL+ALT+D
Click the menu item -> (or the related button in the toolbar) to remove a previously stored debt.
Select in the drop-box the debt to be modified or removed.
Remove:
- the whole value: completely removes the debt;
- partially: removes only a part of the debt. In this case, type in the edit box below the collected amount of money.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Shortcut: CTRL+ALT+B
Click the menu item -> (or the related button in the toolbar) to remit a previously stored debt.
Select in the drop-box the debt to be remitted.
Remove:
- the whole value: completely remits the debt;
- partially: remits only a part of the debt. In this case, type in the edit box below the remitted amount of money.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data entry an error message will be shown.
Click the menu item -> (or the related button in the toolbar) to store a new shop-list item.
Insert in the text box the object to de added in the shop-list.
If you want to set an alarm for this item, mark the alarm checkbox and select the expiration day.
Note
This function is useful only if theAlarm Management Utility is installed.Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data, an error message will appear.
Shortcut: F5
Click the menu item -> (or the related button in the toolbar) to remove a previously stored item from the shop-list.
Select from the drop-box the item to be removed.
Use system time. Check this box to store the operation with the system time instead of time selected in the client window.
In case of missing or wrong data, an error message will appear.
Shortcut: F6
Table of Contents
Table of Contents
The program can be customised through the menu item -> .
The dialog window will be shown, where it is possible to choose settings.
- Default document: type the full path of default document or click the Browse button to search it;
- Show command toolbar: check this box to show the command toolbar;
- Automatically convert as XML at the end of each month: check this box if you want the program to convert documents to XML on month change;
-
Enable tray-bar icon: check this box if you want to
run the Alarm management utility on program shutdown to work in background.
Note
This function is useful only if the Alarm management utility is installed.. - Prefix for generated documents: type the prefix you want to use for your documents, when generating xml's or backups.
- Show fund chart: check this box if you want to show the pie chart related to bugdet distribution;
- Show trend chart: check this box if you want to show the chart related to budget trend in current month;
-
Search for new version on startup: check this box if you want the program to verify online the availability of possible updates
Note
This function is useful only if the Web update Utility is installed.
Click the Add button to browse and add an application or document as an external tool.
Select an external tool in the list and click the Remove button to remove it from the list.
Stored external tools can be accessed through the menu item -> .
Shortcut: CTRL+O
Related topics: Alarm management Utility; Web update Utility.
OmbTray is an additional component for expirations management.
If it has been installed, it is possible to add an alarm when a credit or a debt is created, or when an object loan or borrow or a shop.list item is set.
When one or more alarms expire, OmbTray will pop a message up. It will be possible to postpone or remove the expired alarm.
Note
In order for OmbTray to be active, it is necessary to set a default document.OmbWizard is an additional component for the assisted creation of OpenMoneyBox documents.
Click the menu item -> to create a new document using OmbWizard assisted procedure.
OmbConvert is an additional component for the assisted conversion of an old OpenMoneyBox document.
Click the menu item -> to convert an old document.
Click the menu item -> to import an OpenMoneyBox document into the master database.
OmbUpdate is an additional component for the verification of online program updates.
If activated, it will verify on startup the availability of possible updates and will announce them.
Related topics: Program customisation.
Syntax: openmoneybox [[--tray] [--force]]
- --tray: starts minimized in the system tray.
- --force: forces new instance.
CTRL+A: open a saved document
CTRL+ALT+A: remove or modify a previously stored credit
CTRL+ALT+B: remove or modify a previously stored debt
CTRL+ALT+C: store a credit
CTRL+ALT+D: stores a debt
CTRL+ALT+I: reset the value of a previously stored fund
CTRL+ALT+N: store a new fund
CTRL+ALT+P: set the default fund
CTRL+ALT+R: delete a previously stored fund
CTRL+ALT+T: modify the total budget amount
CTRL+C: close active document
CTRL+E: exit the program
CTRL+O: open the application option dialog
CTRL+P: set the protection password of the active document
CTRL+S: save the active document
CTRL+T: search for a text in the monthly report
F2: store a profit
F3: store an expense
F5: add an item to the shop-list
F6: remove an item from the shop-list
SHIFT+F1: store the reception of an object
SHIFT+F2: store the donation of an object
SHIFT+F3: store an object borrow
SHIFT+F4: store the restitution of a lent object
SHIFT+F5: store an object loan
SHIFT+F6: store the restitution of a borrowed object
Table C.1. Change log
| DATE | VERSION | DESCRIPTION |
|---|---|---|
| 23/03/2024 | 3.4.2.10 | Privacy policy added. |
| 14/01/2024 | 3.4.2.7 |
|
| 19/12/2023 | 3.4.2.6 | Minor improvements. |
| 05/08/2023 | 3.4.2.5 |
|
| 30/05/2023 | 3.4.2.4 | Fix LP #2021414: Category change not saved from drop-down list in report. |
| 02/05/2023 | 3.4.2.3 |
|
| 15/04/2023 | 3.4.2.2 |
|
| 19/03/2023 | 3.4.2.1 |
|
| 21/11/2022 | 3.4.1.18 |
|
| 15/10/2022 | 3.4.1.17 | Closes LP #1990718 - English translation improvement (remit). |
| 20/07/2022 | 3.4.1.16 |
|
| 21/05/2022 | 3.4.1.15 | Swedish translation updated, thanks to Simon Nilsson (Simon@Observeramera.com). |
| 30/04/2022 | 3.4.1.14 | Swedish translation added, thanks to Simon Nilsson (Simon@Observeramera.com). |
| 08/03/2022 | 3.4.1.13 | Fix LP #1963827 - Error if custom category icon not available in the device. |
| 12/10/2021 | 3.4.1.12 | Fix LP #1946607 - Wizard does not create the document. |
| 15/08/2021 | 3.4.1.11 |
|
| 26/03/2021 | 3.4.1.8 | Added the capability to store old debits and credits. |
| 28/02/2021 | 3.4.1.7 | Trend chart visualization improved. |
| 05/02/2021 | 3.4.1.6 |
|
| 26/11/2020 | 3.4.1.5 |
|
| 16/08/2020 | 3.4.1.4 |
|
| 09/03/2020 | 3.4.1.3 |
|
| 04/12/2019 | 3.4.1.1 |
|
| 04/09/2019 | 3.3.1.7 | Fix LP #1841362 - Cannot open crypted document. |
| 11/08/2019 | 3.3.1.6 |
|
| 23/06/2019 | 3.3.1.5 | Fix LP #1833806 - Wrong categories shown in archive. |
| 21/05/2019 | 3.3.1.3 |
|
| 27/04/2019 | 3.3.1.2 | First MacOS test version. |
| 05/12/2018 | 3.2.2.9 | Category change fixed. |
| 01/12/2018 | 3.2.2.8 | XML export fixed (quotes in values). |
| 19/11/2018 | 3.2.2.6 |
|
| 11/10/2018 | 3.2.2.5 | Show contact thumbnails from archive. |
| 17/08/2018 | 3.2.1.4 |
|
| 04/06/2018 | 3.2.1.1 |
|
| 16/10/2017 | 3.1.2.4 |
|
| 02/08/2017 | 3.1.2.2 | Updated chart rendering. |
| 02/06/2017 | 3.1.2.1 |
|
| 02/01/2017 | 3.1.1.4 |
|
| 09/12/2016 | 3.1.1.2 | Export XML from archive. |
| 27/11/2016 | 3.1.1.1 | Version 3.1 (Linux, Windows and Android) |
| 02/06/2016 | 3.0.2.9 | Fixed bug LP #1588070 - Malformed XML. |
| 29/02/2016 | 3.0.2.5 | Solved crash when adding operations on leap day. |
| 06/12/2015 | 3.0.2.2 |
|
| 29/08/2015 | 3.0.2.1 | Android support. |
| 08/02/2015 | 3.0.1.4 | Minor improvements. |
| 08/12/2014 | 3.0.1.2 | Fixed bug in object deletion. |
| 05/11/2014 | 3.0.1.1 | Version 3.0 (Linux and Windows) |