egrajeda / moneydance-envelope-manager

Moneydance extension to help you use the Envelope Budgeting Method.

Moneydance Envelope Manager

Envelope Manager is an extension for Moneydance to help you use the Envelope Budgeting System. It has been designed to work with Philip Stratton explanation of the system:

Features

• Budget by moving money to the envelopes. Budget an amount or a percentage for each envelope. Once you're comfortable with the entire budget, ask the extension to distribute the money by creating the appropriate transactions.

• Cover for uncleared expenses by moving money from the envelopes. The extension will assist with the creation of transactions to represent the movement of money from an envelope to the main account. The auto-generated transaction will have the right values, and it'll also be linked to the original expense through metadata.

• Visualize the overview of each month. Keep an eye on how much you budgeted for each envelope and how much you spent.

Installation

1. Either build the source code or download the latest release.

2. Follow Moneydance's official documentation to install extensions.

3. The extension has not yet been audited and signed by The Infinite Kind, so you'll get a confirmation box asking you if you really want to continue loading the extension, click on Yes.

4. Open the extension by going to Extensions > Envelope Manager.

Build

1. Download the Moneydance Developer's Kit and extract it anywhere. Once extracted, copy-paste lib/extadmin.jar and lib/moneydance-dev.jar into the lib/ directory:

cd tmp/
curl -O https://infinitekind.com/dev/moneydance-devkit-5.1.tar.gz
tar xzvf moneydance-devkit-5.1.tar.gz
cp moneydance-devkit-5.1/lib/* ... 

2. Download Joda Money 1.0.1 into the lib/ directory.

curl -O https://github.com/JodaOrg/joda-money/releases/download/v1.0.1/joda-money-1.0.1.jar 

3. Generate a key pair (as required by Moneydance) to sign your locally built extension. The command needs to be executed in src/:

ant genkeys

4. Build the extension:

make

Or run from src/

ant envelopemanager