Budget management

igi SW


Table of Contents

Author
Introduction
History
I. Application date
1. Set the application global date
II. File operations
2. Export a document in XML format
III. Funds operations
3. Store a new fund
4. Remove a fund
5. Modify the value of a fund
6. Set the total budget value
7. Set the default fund
IV. Profits and expenses
8. Store a profit
9. Store an expense
10. Edit the categories
V. Objects operations
11. Objects reception and donations
Store an object reception
Store an object donation
12. Lent objects
Store an object loan
Store the return of a previously lent object
13. Borrowed objects
Store the loaning of an object
Store the return of a previously borrowed object
VI. Alarms
14. Alarms
VII. Credits
15. Store a new credit
16. Remove a credit
17. Condone a credit
VIII. Debts
18. Store a new debt
19. Remove a debt
20. Condone a debt
IX. Shopping list
21. Add an item to the shop-list
22. Remove an item from the shop-list
X. Utilities
23. Program customisation
'General' page
'Strings' page
24. Document creation wizard - BilWizard
25. Export archive

List of Tables

1. Change log

Author

Introduction

Bilancio is an application designed to manage small personal money budgets in the easiest way.

The idea was born when my informatic system was made by the awesome AMIGA 500. It managed through a basic interface and a dropdown menu a file containing three small arrays:

  • Funds
  • Credits
  • Debts

At the end of each month it generated a text document where all management operations were stored.

The basic idea is still substantially the same.

Note

The screenshots for this manual have been created using a LG-P692 smartphone.

History

Table 1. Change log

DATEVERSIONDESCRIPTION
27/12/20163.1.1.3Report with cards.
09/12/20163.1.1.2XML Export improved.
27/11/20163.1.1.1Version 3.1 (Linux, Windows and Android)
02/06/20163.0.2.9
  • fixed bug https://goo.gl/91Hzuf;
  • Lollipop notification icon improved;
  • Lollipop Material theme.
02/05/20163.0.2.8
  • Lollipop notification icon fixed;
  • report visualization improvement;
  • fixed file manager integration crash;
  • bug report menu item added.
02/04/20163.0.2.6Translation added to XML export notification.
28/02/20163.0.2.5Fixed default fund dialog selection.
02/01/20163.0.2.4Fixed bug https://goo.gl/4EXWVY.
30/12/20153.0.2.3Fixed bug https://goo.gl/97HzE5.
06/12/20153.0.2.2
  • license screen added;
  • check if shop item already exists when adding a new one.
12/11/20153.0.2.1Android first version.

Part I. Application date

Chapter 1. Set the application global date

Set the application global date using related calendar box in the dashboard tab.

All operations will use this date.

Part II. File operations

Chapter 2. Export a document in XML format

Tap the button Export XML to export the active document in XML format.

Part III. Funds operations

Chapter 3. Store a new fund

Tap the button New fund int the Funds tab to store a new fund.

Type in the first edit box the name to identify the new fund: it will be added to the list view.

Type in the second edit box the value to be assigned to the fund: it will be subtracted to the default fund; in case the specified value is bigger of that fund an error message will be shown.

In case of missing or wrong data entry an error message will be shown.

Related topics: Set the defaut fund.

Chapter 4. Remove a fund

Select from the list int the Funds tab the fund to be removed.

Tap the button Remove fund to remove a previously stored fund.

The value of removed fund will be added to the default fund.

In case of missing or wrong data entry an error message will be shown.

Related topics: Set the default fund.

Chapter 5. Modify the value of a fund

Select from the listview int the Funds tab the fund you want to modify the value of.

Tap the button Reset fund to modify the value of a previously stored fund.

Type in the edit-box the new value of the fund.

The difference between previous and new values will be added or subtracted from the default fund.

In case of missing or wrong date entry an error message will be shown.

Related topics: Set the default fund.

Chapter 6. Set the total budget value

Tap the options menu item Set total to change the complete current budget value.

Type in the edit box the new budget value.

The difference between the new and previous values will be added to or subtracted from the default fund.

In case of missing or wrong data entry an error message will be shown.

Note

This function is useful only to increase the budget value. It cannot be decreased, unless if done with the Expense function.

Related topics: Set the default fund.

Chapter 7. Set the default fund

Tap the options menu item Default fund to set the budget default fund.

The default fund is the one gains, expenses and changes to other funds are added or subtracted to, unless a different one is specified during the storing of these operations.

Select from the list the fund you want to specify as default.

Part IV. Profits and expenses

Chapter 8. Store a profit

Tap the button Profit in the Dashboard tab to store a profit.

Select from the dropbox the fund to add the profit to.

Type in the first edit box the value to add to the fund.

Insert in the second edit box the reason of this profit (required).

Select from the last dropbox the optional category for the operation.

In case of missing or wrong data entry an error message will be shown.

Chapter 9. Store an expense

Tap the button Expense in the Dashboard tab to store an expense.

Select from the dropbox the fund to subtract the expense from.

Type in the first edit box the value to subtract from the fund.

Type in the second edit box the reason of this expense (required).

Select from the last dropbox the optional category for the operation.

In case of missing or wrong data entry an error message will be shown.

Chapter 10. Edit the categories

Tap the options menu item Edit categories to add or remove categories.

Categories can be added to profits and expenses so they can be better organized.

Part V. Objects operations

Chapter 11. Objects reception and donations

Store an object reception

Tap the button Received object in the Dashboard tab to store the reception of an object.

Type in the first edit-box the received object.

Type in the second edit-box the donor of the object.

In case of missing or wrong data entry an error message will be shown.

Store an object donation

Tap the button Given object in the Dashboard tap to store an object donation.

Type in the first edit-box the donated object.

Type in the second edito-box the object receiver.

In case of missing or wrong data entry an error message will be shown.

Chapter 12. Lent objects

Store an object loan

Tap the button Lend object in the Objects tab to store an object loan.

Type in the first edit-box the lent object.

Type in the second edit-box the object receiver.

If it is necessary to set an alarm for the object, mark the alarm checkbox and select the loan expiration date.

The lent object will be visible above the name of who borrowed the object.

In case of missing or wrong data entry an error message will be shown.

Store the return of a previously lent object

Select from the list view the lent object.

Tap the button Get back object in the Objects tab to store the return of a previously lent object.

The lent object will be cancelled from the list view.

Chapter 13. Borrowed objects

Store the loaning of an object

Tap the button Borrow object in the Objects tab to store the loaning of an object.

Type in the first edit-box the borrowed object.

Type in the second edit-box the name of who lent the object.

If it is necessary to set an alarm for the object, mark the alarm checkbox and select the loan expiration date.

The borrowed object will be visible above the name of who lent the object.

In case of missing or wrong data entry an error message will be shown.

Store the return of a previously borrowed object

Select from the list view the borrowed object.

Tap the button Give back object in the Objects tab to store the return of a previously borrowed object.

The borrowed object will be cancelled from the list view.

Part VI. Alarms

Table of Contents

14. Alarms

Chapter 14. Alarms

Lent and borrowed objects, credits, debts and shop-list items can contain an alarm. A message will be generated if this alarm is expired.

Part VII. Credits

Chapter 15. Store a new credit

Tap the button Set credit in the Credits tab to store a new credit.

Type in the first edit ox the name of new credit (usually the debtor name).

Type in the second edit box the credit value. If a credit with this name already exists the new inserted value will be added to the one previously stored.

In case of missing or wrong data entry an error message will be shown.

Chapter 16. Remove a credit

Tap the button Remove credit in the Credits tab to remove a previously stored credit.

Select in the drop-box the credit to be modified or removed.

Remove:

  • the whole value: completely removes the credit;
  • partially: removes only a part of the credit. In this case, type in the edit box below the collected amount of money.

In case of missing or wrong data entry an error message will be shown.

Chapter 17. Condone a credit

Tap the button Condone credit in the Credits tab to condone a previously stored credit.

Select in the drop-box the credit to be condoned.

Remove:

  • the whole value: completely condones the credit;
  • partially: condones only a part of the credit. In this case, type in the edit box below the condoned amount of money.

In case of missing or wrong data entry an error message will be shown.

Part VIII. Debts

Chapter 18. Store a new debt

Tap the button Set debt in the Debts tab to store a new debt.

Type in the first edit ox the name of new debt (usually the creditor name).

Type in the second edit box the debt value. If a debt with this name already exists the new inserted value will be added to the one previously stored.

In case of missing or wrong data entry an error message will be shown.

Chapter 19. Remove a debt

Tap the button Remove debt in the Debts tab to remove a previously stored debt.

Select in the drop-box the debt to be modified or removed.

Remove:

  • the whole value: completely removes the debt;
  • partially: removes only a part of the debt. In this case, type in the edit box below the collected amount of money.

In case of missing or wrong data entry an error message will be shown.

Chapter 20. Condone a debt

Tap the button Condone debt in the Debts tab to condone a previously stored debt.

Select in the drop-box the debt to be condoned.

Remove:

  • the whole value: completely condones the debt;
  • partially: condones only a part of the debt. In this case, type in the edit box below the condoned amount of money.

In case of missing or wrong data entry an error message will be shown.

Part IX. Shopping list

Chapter 21. Add an item to the shop-list

Tap the button Add shop-list item in the Shopping List tab to store a new shop-list item.

Insert in the text box the object to de added in the shop-list.

If you want to set an alarm for this item, mark the alarm checkbox and select the expiration day.

In case of missing or wrong data, an error message will appear.

Chapter 22. Remove an item from the shop-list

Select from the list view the item to be removed.

Tap the button Remove shop-list item in the Shopping List tab to remove a previously stored item from the shop-list.

Part X. Utilities

Chapter 23. Program customisation

The program can be customised through the menu item Tools -> Options.

The dialog window will be shown, where it is possible to choose settings.

'General' page

  • Default document: type the full path of default document;
  • Password: type in the edit box the default document password;
  • Automatically convert as XML at the end of each month: check this box if you want the program to convert documents to XML on month change;

'Strings' page

This page allows to customise string to identify various operation types with, in order to be shown in the monthly report and in documents converted as text.

Chapter 24. Document creation wizard - BilWizard

BilWizard is a tool for the assisted creation of a Bilancio document.

First time Bilancio is started - or whenever there is no default document set - a dialog allows to browse for an existing Bilancio document or tu run BilWizard.

Tap the button Document creation Wizard to create a new document using BilWizard assisted procedure.

Chapter 25. Export archive

Tap the options menu item Export archive to export a copy of the local master archive into the local file storage.