haikuarchives / capitalbe

Capital Be is the premiere personal finance manager for BeOS, Zeta, and Haiku.

CapitalBe

Personal finance manager for BeOS, Zeta, and Haiku!

Features

• QuickTracker: Know your net worth at a glance - your total cash minus your total debt. More kinds of calculations (income vs spending, etc.) coming in the first release.
• Fast Balance: Sometimes CapitalBe can balance your checkbook for you. If all the unreconciled transactions before the bank statement date have cleared, CapitalBe will do all the work for you.
• Fast Entry: CapitalBe will automatically complete what you type wherever possible. If you type in the word Split in for the category, it even pops up the Split window for you - no menu work needed.
• Open Format: CapitalBe uses the SQLite database to store its information, so there can be no funny business behind your back. Anyone with some experience in database programming can easily see exactly what is stored.
• Easy Reports: Other programs make finding out information to make financial decisions much harder than it needs to be. Not here.

capitalbe's Issues

CapitalBe crashes

CapitalBe crashes as soon as you uncheck "Use default currency settings" in Account Settings .

Closed accounts should be locked

I don't think it should be possible to edit or add transactions accounts that are marked as "Closed".

The account can be re-opened if changes are required.

Use system colors

The custom panel color and alert backgrounds are really irritating to see in a native app.

Improve QIF import

The QIF import script could use some improvements:

• Import account name if available (currently defaults to "Bank account #"
• Import date correctly (currently all transactions are set to date of import)
• Add some error checking, e.g. check if below each ^ delimiter, there's a date, amount, payee or category
• The QIF format does not support currencies, a warning to review account currencies could be useful.

It would also be nice to show some stats after the import, like how many accounts and transactions where imported.

Reconcile window could use a little cleanup

I may be a bit picky, but the textboxes and labels are too clustered together. Would be more pleasant if the textboxes were lined up more nicely and the labels Total Deposits, Total Checks, and Total charges be centered under the lists.

Budget & report menu crash

The crash happened in current upstream version: e9782ed

Crash log:

• Budget
• Reports

User-settable negative amount colour?

As I've mentioned in #64, depending on your system colours, the red B_FAILURE_COLOR can be quite unreadable. See:

Should we let the user set a colour for those neg. numbers in the Settings dialog?
There could be a preview of a neg. number on an unselected and selected background and in case of a closed account.

Opinions? (@dospuntos ?)

Reports menu crashes

When a user goes to Reports, and changes "Subtotal" to "Month" and it has been less than a month since a transaction, CapitalBe crashes. The same error goes to "Quarter" and "Year" options.

There should be error messages to prevent these crashes.

Need a new Icon

Reuse the piggie bank or something?

Scheduled transfers don't get added on destination accounts

• Create a transfer from account A to account B with a date some months back
• Do a "Schedule this transaction" for a monthly repeat

The amounts get correctly removed from account A, but are not added to account B.

App crashes when switching from custom to default currency settings

In the Account Settings, unchecking "Use default currency settings" and entering custom currency works fine. Changing back to default by checking the box again crashes the app, if the currency is set to anything but $.

Can't change Decimal and Thousands Separators

In India 150,000 rupees becomes 1.5 lakh rupees, written as ₹1,50,000 or INR 1,50,000, while 30,000,000 (thirty million) rupees becomes 3 crore rupees, written as ₹3,00,00,000 with commas at the thousand, lakh, and crore levels, and 1,000,000,000 (one billion) rupees (one hundred crore rupees) is written ₹1,00,00,00,000.
Whereas your software uses only western system not Indian System .
A option to toggle would be great .

Transaction type can't be a number when scheduling

When I try to schedule a transaction which is type "12" still it doesn't allow me .
Screenshot for reference .

No limit on window size

The Reconcile window, for example, has no limit on window size, so it could be shrunken down too much, like this...

Import from QIF File doesn't generate errors

When you try to import using any other file (for eg : txt , pdf ) no error is generated .

Memos of scheduled transactions have a "20" instead of a space

If you schedule a transaction, the added memos show a "20" instead of a space, e.g. "Monthy salary" becomes "Monthly20salary"

Add, delete account buttons on the main window

If we have a Help button, why shouldn't there be Add/Delete account buttons?
If there's space, a Settings button with a gear icon could be placed next to these buttons, too.

Reconcile labels should be on top of the textboxes

Related to #17.
In the main window, for instance, the labels are neatly placed on top of the textboxes. The Reconcile window should have that too.

Cut-off GUI elements

The quick tracker and Enter are misplaced . They are not shown properly .
Refer the screenshot .

Convert ReadMe to markdown and add screenshot

Change icon style

Similar to #3, but instead of just the app's icon, some icons like the little blue "i" and the exclamation point on alert windows and the help button should be changed to Haiku style.

If there's a help button, there should be a help menu, too!

The Help window should be able to be called from a Help menu.

QuickTracker not updated after changing account currency

Make sure you have at least two accounts, both with the same currency.

• Go into the account setting of one account.
• Change currency format from € to $ or whatever.

-> The QuickTracker doesn't show the account with the changed currency. You need to select another account and force a redraw by resizing the window.

About window could use more info

The "About" window currently is just a splash screen of CapitalBe.
If there was more info added, that'll be great!

Scheduled transactions require relaunch

Do this:

• Enter a new transaction with a date in the past
• Select it and do a "Transaction|Schedule this transaction"
• Make it a monthly repeat

After closing the window, no new entries appear in the transaction list.
Only after relaunching the app you'll see the added monthly transactions.

Help window with search option

It would be nice to have a little search box somewhere where you can search what you need help with and the help window will display the correct, relavant docs.

No DD/MM/YYYY format under date

In the dialog box for date something like DD/MM/YYYY format could be displayed which would help users in determining the format the app is using .

[enhancement] Add localization support

Would be nice to have the CapitalBe localizated, through the use of catkeys.

I can contribute with the spanish translation. May I help translating the "CapitalEnglish" file available in src/R5LanguageFiles/ ?

Memo in Transactions is weird .

When I wrote "Pizza was tasty" it got converted something weird.

Lines in list are cut off at the bottom

Transaction 2 under memo I wrote "ghar" but it doesn't show "g" properly looks as if it's "q"

Clicking on the Help button shows an empty window

"Help! I don't know how to do foo and bar!"
Clicks on the Help button.
A blank window shows up.
You get the idea 😄
Perhaps the source has the helpfiles directories wrong.

Edit transaction: crash when clicking Enter button

It crashes and the transaction gets deleted apparently.
The report:

CapitalBe-3054-debug-15-05-2024-15-50-46.report.txt