Documentation
1. Introduction
SimpleFinance is an easy to use, state-of-the art web application for your personal needs in accounting. With this piece of software you can manage your whole money accounts at anytime, anywhere in the world.
2. Installation
Installation is a very simple process. First you have to download the newest Release version and extract it. After that copy the whole files to your Webroot of your webserver.
Now you have to generate the database. In your root folder you have the sql scripts, please execute them in the right database. After you finished you have to edit the /app/config/database.php and change your login settings for your database server.
Installation has finished. Fire up your browser. The standard username is "user" and standard password is "password"
3. Masterdata
To change the masterdata go to "Administration" and edit the data of your choice. To do actions like add/edit/delete you have to use the buttons on your right side in the TitlePane "Actions".
3.1 Currencies
In SimpleFinance you have the ability to manage accounts which have different currencies. To do this you have to add Currencies. Please go to "Administration" -> "Currencies" to add/edit/delete your currencies.
3.2 Categories
Every transaction belongs to a category. Categories can be expenses or income. To add some new one please go to "Administration" -> "Categories".
4. Accounts
You can manage as many accounts you want. Each Account belongs to one currency and can have a start amount as you create it. Under the menu "Account" you can always see the current balance of each one.
5. Transactions
Transactions are the most important data. Every transactions belongs to an account and a category. The category describes if the transaction is a expense or income. Every transaction changes the balance of the selected account. When you klick on the header of the transaction table you can sort the shown data by each column.
6. Reports
Reports give you an overview of each account.
6.1 Period Report
The period report is a simple default report. It shows you the balance of an account at the first day, each transaction in this period and of course the balance at the last day which is influenced by each transaction.
6.2 Category Report
This report shows you how much you spent or earned in one or more categories in an defined duration of time. You can choose your desired account, some categories you want to analyze and a from and to date. It shows you then all transactions in this time period from this categories.