NetWorth Features

This writeup is specific to the "0.4" release. If a newer version has been made available, then I haven't updated this. Please let me know.

Features in Place

• Create new account (currently only explicitly lists "Checking" and "Savings" account types in the drop-down selector).
• Add withdrawls, deposits for an account as well as tranfers between accounts.
• Account reconciliation (marks transactions as cleared/voided etc.) Still rather primitive at the moment.
• Dynamically create new entities, groups, and categories based on what you enter for a transaction.
• Auto-completion for entity names, group/categories, etc. (in addition to having a drop-down list availble).
• Define recurring bills, deposits and transfers for accounts based on a variety of recurring frequencies. Also optionally specify number of remaining instances, if applicable.
• Display bills due in the next month. Skip or enter a new transaction for bill.
• Forecast an account balance (a line chart by date) based on currently defined scheduled bills/deposits/transfers for the next three months.

Things to do

In no particular order (or completeness):

• Preferences, user settings, etc.
• Setup/editor panels for entities, group/categories, etc
• Population of content onto the "Summary" view. (Am thinking account balances, bills due in the next week, etc.)
• Dialogs more consistent to overall look/feel of NetWorth. (Those in place now are the generic Swing "JOptionPane" dialogs, mainly to get something useful in place.)
• Additional handling of invalid states/conditions (ex: not allowing user to setup bills if no accounts are yet setup.)
• Deletion of transactions. Deletion (or reassignment) of entities, groups/categories.
• Reports (e.g. balance history; spending breakouts by category, payee, etc.)
• And many more "small" details.