FinanceFerret/archive/version 2: Difference between revisions

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(prelim notes: modules)
 
(note about equity)
Line 6: Line 6:
*** source account
*** source account
*** destination account
*** destination account
*** equity account
*** equity account -- is this necessary? need to straighten out how [[../equity|equity]] works.
* calculating balances in different ways:
* calculating balances in different ways:
** different sortings (checkbook, bank...)
** different sortings (checkbook, bank...)

Revision as of 13:08, 28 September 2011

Modules

transaction engine

This is the core of FinanceFerret. It handles:

  • recording transactions
    • up to three entries per transaction:
      • source account
      • destination account
      • equity account -- is this necessary? need to straighten out how equity works.
  • calculating balances in different ways:
    • different sortings (checkbook, bank...)
    • arbitrary lists of transactions (e.g. for budgeting)

category manager

  • assigning categories to transactions or parts of transactions
  • building lists of transactions that fall within a given category

account manager

  • who owns what accounts
  • who has permissions for each account, and which permissions (read? write? other?)
  • units (type of currency)