MoneyCSV

Personal finances Java Swing program based on CSV files

Installation Instructions

Requirements

• System must have Java JRE 8 installed

Windows

• 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

2.5.0.0 (YYYY-MM-DD)

Added

• Created "Account in Portfolio" on the Summary table when clicking outside of valid rows

Fixed

• Dirty button when selecting records on the Portfolio table

Changed

• Nothing

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