What can it do?
IOFDB is a personal finance database for those who are willing to accept that the information it manages (accounts, holdings, prices and balances) is not totally up to date if that means they don't have to enter details of or acknowledge every single transaction they make.
IOFDB can:
- prompt the user for details of a new account, including whether the account holds currency (e.g. USD), listed stocks (e.g. nasdaq/NTL.I) or unlisted stocks (e.g. my-unused-laundry-tokens)
- prompt the user for current holdings (the current balance of a single account)
- retrieve prices for currencies and listed stocks from the internet
- prompt the user for the price of unlisted stocks
- calculate the user's balance based on current holdings and current prices
- produce simple reports detailing current accounts, holdings, prices and balances (e.g. current holdings)
- produce simple reports detailing accounts, holdings, prices and balances since records began (e.g. current prices of currently held stocks, USD/EUR prices over time)
- draw graphs of these things
What does it consist of?
IOFDB consists of:
- a command 'iofdb' to create, update and query the database
- a command 'iofdbm' providing a menu-driven front-end to 'iofdb'
What has it been tested on?
IOFDB has been tested on:
but it should work on all Unix-like operating systems.
What are its prerequisites?
IOFDB requires:
ADE >= 1.0.5
Finance::Quote >= 1.16-4
Documentation
Debian installation
If not already done, configure access to this repository as described at ahuxley-keyring.
Run:
apt-get install iofdb
Downloads
version |
released |
version description |
file |
file description |
1.1.7 |
17/01/2012 |
latest stable |
source |
|
Debian package |
||||
RPM |
Bugs and change requests
id |
filed |
description |
response |
status |
IOFDB#114 |
01/03/2008 |
iofdbm lacks graphing capability |
iofdbm could toggle history+png / current+human output format |
fixed in 1.0.3 |
IOFDB#115 |
01/03/2008 |
man pages missing / out of date |
should update man page |
fixed in 1.0.3 |
IOFDB#116 |
01/03/2008 |
history dumps to ensure only one matching object |
this has not proved needed in 3 years |
rejected |
IOFDB#117 |
01/03/2008 |
history dumps to accept date ranges |
this has not proved needed in 3 years |
rejected |
IOFDB#118 |
01/04/2008 |
command line access needed for cron (e.g. iofdbm up ub) |
should be implemented |
fixed in 1.0.3 |
IOFDB#119 |
25/06/2008 |
iofdb-dump noisy if DB not found |
should trap error |
fixed in 1.0.3 |
IOFDB#120 |
26/06/2008 |
iofdbm dp nas fails silently |
should fix |
fixed in 1.0.3 |
IOFDB#121 |
01/01/2009 |
iofdbm -v up NRK.L not understood |
user error; it does work |
rejected |
IOFDB#122 |
01/01/2009 |
NRK.L price update gives syntax error as now unlisted stock |
should fix |
fixed in 1.0.4 |
IOFDB#123 |
18/07/2009 |
iofdb can't get currency prices (see BTS#528844) |
should add dependency on Finance::Quote >= 1.16-4 |
fixed in 1.0.4 |
IOFDB#124 |
12/04/2011 |
SKK no longer quoted; need to update account |
necessitates new type 'UNLISTED_CURRENCY' allowing non-integer holding and much user interaction support to be added to iofdb (rather than iofdbm where most of it is) for corner case |
won't fix |
Copyright
IOFDB is (C) AlexisHuxley 2004-2012 and is distributed under the terms of the GPL.
See also
Computing (other software by AlexisHuxley)