FinancialPlanner

Personal Finance Planner

Current Stable Version : Version 0.3.2

License and Copyright

Ⓒ 2022 Alberto Foti. All Rights Reserved.

For Final Users

Linux:

• Access the "deployment" folder and search for the desired version folder.

• Launch the "install.sh" script from terminal or use dpkg to install the .deb file:

  sudo bash ./install.sh
  

or

  sudo dpkg -i financialplanner.deb

Windows: There isn't a proper installation procedure yet for Windows.

MacOS: There isn't a proper installation procedure yet for MacOS.

(The product is still in development)

Images

Future Objectives

• Deployment (for windows and macOS)
• Allow currency customization
• System to manage multiple accounts [Edit]
• Category/sub_category Manager [Edit]
• sub_category Manager [Delete]
• Transactions operations [Edit] [Delete] done with popup forms
• Asset allocation new record [Edit] [Delete] done with popup forms
• Income/Expenses : Overview tab [monthly by subcat, yearly by subcat]
• Investments Tab : breakdown [5 years, 10 years, 25 years, 50 years] views
• Income/Expenses second plots page (other plots :) )
• Forecasting tab
• FIRE tab

Version 0.4.0 Objectives

• fix: when deleting account proceed in deleting all account related transactions (give an option to clear or not the data) and manage account accesses/conflicts after delete
• Dynamic GUI: 1080p / 2k versions
• Asset Allocation tab : backend logic (assets, location, currency exposure, ...)
• refactor: function to get proper button sizes (dynamic button sizes clean and organized)

Version 0.3.3 Objectives

• Dynamic Investment Classes Manager (with backend integration)

Version 0.3.x Features

• Deployment (linux)
• Software Icon
• fix: bugs hunting
• refactor: warnings, fixes, deprecated functions
• GUI: new layout (+ Manager tab)

Versions 0.2.x Features

• 0.3.0 Stable version. Multiplatform capabilities.
• 0.2.7 Transaction Comments, style: inc/exp details tab GUI upgrade, new metrics in inc/exp details tab, popups instead of error text messages, Asset Allocation GUI
• 0.2.6 IncomeExpenses tab: Adding a table for transfers, Allow Transfer between Accounts Fix: account plots fix Investment tab fix: money transfer logic integration with investments(deposits/withdrawal)
• 0.2.5 Control check function for new transactions, Investments: GUI complete, plots created, Transfers between accounts Fix : Return investments report without holes (filled at runtime) Fix : show yearly view in net worth control panel
• 0.2.4 Investments: plots and tabs upgrade, Full GUI improvement, New font (Roboto) available, Calendar Widget, Fix : not possible to add categories with the same name as an existing category Fix : not allowing the [delete] of Investments account and related issues Fix : Returns monthly reports without holes (filled at runtime)
• 0.2.3 Investments: breakdown GUI and plots, Income/Expenses Detail: add investments returns column, including/excluding investments into pie charts
• 0.2.2 Backend System optimization (structure rethink), Investments Tab GUI and logic, Fix : memory leaks, performance issues
• 0.2.1 tabs added(Investments,Asset Allocation,Forecasting,FIRE), Major refactor and documentation, Income/Expenses : Overview tab [monthly by cat, yearly by cat]

Versions 0.1.x Features

• 0.2.0 : Delete accounts enabled, Category delete
• 0.1.9 : database upgrade, Accounts tracking and plots, Net Worth / IncomeExpenses / Account tabs link implementation
• 0.1.8 : Backend System upgrade (modularity, enabling sorting, ...), Income/Expenses (GUI, details tab), Category/sub_category Manager
• 0.1.7 : Font/themes options, Backend System, System to manage multiple accounts, NW tab : GUI structure + backend link
• 0.1.6 : new windows/tabs (basic GUI structure), Source files structure upgrade and fix
• 0.1.5 : Style: Dark mode upgrade, Font: Whole Blender Pro Package imported
• 0.1.4 : Basic forecasting plot for compound interest calculator window, Font upgrade (Blender Medium Pro)
• 0.1.3 : Test window upgrade
• 0.1.2 : in App Docking Space for frames, Empty Test window
• 0.1.1 : Basic Compound Interest Calculator

Libraries Used and other Dependencies

• vcpkg library manager
  
• ImGui library (docking branch)
• ImPlot library for plotting
• jsoncpp to manage JSON files in c++
• Font list: Blender Pro, Roboto
  

Font made from oNline Web Fonts is licensed by CC BY 3.0