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.