MoneyWise Project

MoneyWise is a subComponent of the jOceanus project.

MoneyWise is a Personal Finance project that provides a single view of personal finances. Data is held on all assets and transactions relating to those assets. Reports are provided including point in time valuations, income/expense over a period and taxation calculations. All taxation is UK tax-based.

Mechanisms are provided to export to Quicken, MoneyDance and AceMoney and it is intended to provide the functionality to import from those applications

The following account types are provided

  1. Payees
  2. Securities
  3. Deposits
  4. Cash
  5. Loans
  6. Portfolios

Transactions

  1. Transfers
  2. Expenses
  3. Cash
  4. PayeeIncome
  5. DepositIncome
  6. CreditCard
  7. Mortgage
  8. PrivateLoan