MoneyCSV

Personal finances Java Swing program based on CSV files

Installation Instructions

Requirements

• System must have Java JRE 8 installed

Windows

Quick Start

• Run the windows installer MoneyCsvSetup.exe (note that account CSV files are stored in your AppData directory)

Advanced User

• Copy MoneyCSV.jar and MoneyCSV.ico to your desired data directory (e.g. <documents>\MoneyCSV)
• Right-click on MoneyCSV.jar and select "Send to > Desktop (create shortcut)" (use Show more options in Windows 11)
• Right-click on the new shortcut on the desktop and select "Properties"
• Press "Change Icon ..."
• Select the MoneyCSV.ico in your data directory (e.g. <documents>\MoneyCSV)
• (more advanced) add path to portfolio CSV file in the command line argument to "Target:" to force MoneyCSV to start with a specific portfolio CSV file, otherwise it will startup with the last used CSV file

MacOS (from Google of "Mac OS create shortcut to jar file")

• Open Automator (found in your Applications folder, or search for it in Spotlight).
• Choose File > New and select "Application" as the type of document.
• In the actions library on the left, search for "Run Shell Script" and drag it to the main workflow area on the right.
• Ensure the "Shell" is set to /bin/bash (or similar) and "Pass input" is set to "as arguments".
• In the text field, enter the command required to run your JAR file, replacing /path/to/MoneyCSV.jar with the actual, full path to the MoneyCSV JAR file:
  • bash
  • java -jar /full/path/to/MoneyCSV.jar
  • (Tip: You can type java -jar and then drag the JAR file from Finder into the Automator window to automatically insert its full path).
• Go to File > Save and save your new application with a descriptive name (e.g., "MoneyCSV") to your Applications folder or Desktop.
• You can now drag this new application to your Dock or double-click it to run your JAR file with the specified command. * You can even change its icon for a more polished look. Google "automator app custom icon"

Linux

• Use your favorite scripting language to run "java -jar MoneyCSV.jar"
• Use your favorite scripting language to run "java -jar MoneyCSV.jar <path to portfolio CSV file>"

Changelog

2.7.0.0 (2026-02-16)

Added

• Import image capability for account logos.
• Transaction cost column to investment transactions.
• Investment account worth + cash balance on the summary tool tip when hovering on investment account
• Bold border for find report totals
• Bold font for summary group text and summary report income and expense totals
• Spacer columns for the budget columns after budget category info, years, and months
• Column header indicator when a column has tool tip hover information
• Button for asset accounts to update the asset value with a new transaction
• Backup of the log file (for debugging)
• Set focus on expense or income when auto filling based on the last payee transaction
• Bulk update to text fields for the find transaction reports
• Show account balances on the account transfer dialog

Fixed

• Not able to show summary table if no accounts (summary table removed from navigator if no accounts)
• Empty category list warning when requesting a report find from a transaction with a sub-category
• Not updating investments in stock price table when renaming investments from the report for the list of investments
• Budget header font colors for budget (black), and actual (red or green)
• Properly center custom icons into the assumed small/large icon square dimension
• Remember portfolio selected record after modification
• Remember bill selected record after modification

Changed

• Create account about is enabled by default on portfolio, update is only enabled when dirty
• Summary table to move net worth and change in net worth to header panel, changed control panel to show top investments, top budget expenses and upcoming bills

Removed

• Nothing

2.6.0.0 (2025-12-30)

Added

• Virtual balance display to header panel for accounts with a virtual overdraft
• Support for sub-categories with the use of a colon (i.e. Food : Dining-out vs. Food : Groceries)
• Create recurring bill from transaction (from the right click pop-up menu)

Fixed

• High CPU and memory usage (strange swing timer behaviour)
• Layout problem in stock price header panel
• CSV writing/reading breaks with a single quote
• Missing " (V)" for favorite accounts with a virtual overdraft

Changed

• Show the stock price pre-worth prior to pushing the update button
• Increase font size of account balance in header panel for accounts

Removed

• Nothing

2.5.0.0 (2025-12-14)

Added

• Created "Account in Portfolio" on the Summary table when clicking outside of valid rows
• About dialog
• Show pre, post, and delta holdings worth after Investment Price button update on the Stock Price header panel
• Animate all currency labels (not just title currency labels)
• View program log menu item
• Description to Import Rules header panel

Fixed

• Dirty button when selecting records on the Portfolio table
• Split ID amount is not changing when the split total value changes
• Not updating account transaction when editing from the Reconcile dialog

Changed

• Title content for all reports with better descriptions.

Removed

• Nothing

2.4.0.0 (2025-12-07)

Added

• Show total split transaction amount on Split button
• Tool tip capability to the main ledger view panel
• Tool tip for the Summary table
• Gain with dividend on holdings control panel
• Pop-up show transaction
• Tool tip for find report
• Improve icons for most buttons
• Pop-up menu button icons to similar buttons
• Account icons to all account combo lists
• Account icons to all ledger columns for account names
• Icons for portfolio table and summary group type
• Calculate the annual growth rate for net worth
• Show payee/category/investment list to pop-up menus
• Show account for find report to pop-up menus
• Show all fields for in tool tip for find report
• Animate Create and Update buttons when control panel is dirty
• Drag-n-drop text to import panel
• Animate account balances
• Show account in portfolio pop-up menu
• Show stock price it holding and investment pop-up menu
• Investment holdings plus balance total to investment account header panel

Fixed

• Backup custom icon files
• Dirty button in bills and import rules

Changed

• Split tag in Num column to include the total split amount
• Auto-complete to show three options rather than just one

Removed

• Nothing

2.3.0.0 (2025-11-23)

Initial version for public release