开始使用 HomeBank 吧，一款开源个人财务应用
财务 记账

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> 使用 HomeBank 跟踪你的资金流向，这是我们开源工具系列中的第八个工具，它将在 2019 年提高你的工作效率。
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![](/data/attachment/album/201902/02/141129my6qzwfvvzf3qqku.jpg)


每年年初似乎都有疯狂的冲动想提高工作效率。新年的决心，渴望开启新的一年，当然，“抛弃旧的，拥抱新的”的态度促成了这一切。通常这时的建议严重偏向闭源和专有软件，但事实上并不用这样。


这是我挑选出的 19 个新的（或者对你而言新的）开源项目来帮助你在 2019 年更有效率。


### HomeBank


管理我的财务可能会很有压力。我不会每天查看我的银行余额，有时也很难跟踪我的钱流向哪里。我经常会花更多的时间来管理我的财务，挖掘账户和付款历史并找出我的钱去了哪里。了解我的财务状况可以帮助我保持冷静，并让我专注于其他事情。


![](/data/attachment/album/201902/02/141130olrppxfyrixq0zlq.png)


[HomeBank](http://homebank.free.fr/en/index.php) 是一款个人财务桌面应用，帮助你轻松跟踪你的财务状况，来帮助减少此类压力。它有很好的报告可以帮助你找出你花钱的地方，允许你设置导入交易的规则，并支持大多数现代格式。


HomeBank 默认可在大多数发行版上可用，因此安装它非常简单。当你第一次启动它时，它将引导你完成设置并让你创建一个帐户。之后，你可以导入任意一种支持的文件格式或开始输入交易。交易簿本身就是一个交易列表。[与其他一些应用不同](https://www.gnucash.org/)，你不必学习[复式记账法](https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system)来使用 HomeBank。


![](/data/attachment/album/201902/02/141130vfkwakv9uakzvp8f.png)


从银行导入文件将使用另一个分步向导进行处理，该向导提供了创建新帐户或填充现有帐户的选项。导入新帐户可节省一点时间，因为你无需在开始导入之前预先创建所有帐户。你还可以一次将多个文件导入帐户，因此不需要对每个帐户中的每个文件重复相同的步骤。


![](/data/attachment/album/201902/02/141131mo0187pzbqep0pxo.png)


我在导入和管理帐户时遇到的一个痛点是指定类别。一般而言，类别可以让你分解你的支出，看看你花钱的方式。HomeBank 与一些商业服务（以及一些商业程序）不同，它要求你手动设置所有类别。但这通常是一次性的事情，它可以在添加/导入交易时自动添加类别。还有一个按钮来分析帐户并跳过已存在的内容，这样可以加快对大量导入的分类（就像我第一次做的那样）。HomeBank 提供了大量可用的类别，你也可以添加自己的类别。


HomeBank 还有预算功能，允许你计划未来几个月的开销。


![](/data/attachment/album/201902/02/141132uusam0mnm6msz6n0.png)


对我来说，最棒的功能是 HomeBank 的报告。主页面上不仅有一个图表显示你花钱的地方，而且还有许多其他报告可供你查看。如果你使用预算功能，还会有一份报告会根据预算跟踪你的支出情况。你还可以以饼图和条形图的方式查看报告。它还有趋势报告和余额报告，因此你可以回顾并查看一段时间内的变化或模式。


总的来说，HomeBank 是一个非常友好，有用的程序，可以帮助你保持良好的财务状况。如果跟踪你的钱是你生活中的一件麻烦事，它使用起来很简单并且非常有用。




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via: <https://opensource.com/article/19/1/productivity-tools-homebank>


作者：[Kevin Sonney](https://opensource.com/users/ksonney "Kevin Sonney") 选题：[lujun9972](https://github.com/lujun9972) 译者：[geekpi](https://github.com/geekpi) 校对：[wxy](https://github.com/wxy)


本文由 [LCTT](https://github.com/LCTT/TranslateProject) 原创编译，[Linux中国](https://linux.cn/) 荣誉推出


OK
There seems to be a mad rush at the beginning of every year to find ways to be more productive. New Year's resolutions, the itch to start the year off right, and of course, an "out with the old, in with the new" attitude all contribute to this. And the usual round of recommendations is heavily biased towards closed source and proprietary software. It doesn't have to be that way.

Here's the eighth of my picks for 19 new (or new-to-you) open source tools to help you be more productive in 2019.

## HomeBank

Managing my finances can be really stressful. I don't look at my bank balance every day and sometimes have trouble keeping track of where my money is going. I often spend more time managing my finances than I need to, digging into accounts and payment histories to figure out where my money went. Knowing my finances are OK helps keep me calm and allows me to focus on other things.


![HomeBank's main screen HomeBank's main screen](https://opensource.com/sites/default/files/uploads/homebank-1.png)

[HomeBank](http://homebank.free.fr/en/index.php) is a personal finance desktop application that helps decrease this type of stress by making it fairly easy to keep track of your finances. It has some nice reports to help you figure out where you're spending your money, allows you to set up rules for importing transactions, and supports most modern formats.

HomeBank is available on most distributions by default, so installation is very easy. When you start it up for the first time, it will walk you through setup and allow you to create an account. From there, you can either import one of the supported file formats or start entering transactions. The transaction register itself is just that—a list of transactions. [Unlike some other apps](https://www.gnucash.org/), you don't have to learn [double-entry bookkeeping](https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system) to use HomeBank.


![Importing an account in HomeBank Importing an account in HomeBank](https://opensource.com/sites/default/files/uploads/homebank-2.png)

Importing files from your bank is handled with another step-by-step wizard, with options to create a new account or populate an existing one. Importing into a new account saves a little time since you don't have to pre-create all the accounts before starting the import. You can also import multiple files into an account at once, so you don't need to repeat the same steps for every file in every account.


![Viewing payees in HomeBank Viewing payees in HomeBank](https://opensource.com/sites/default/files/uploads/homebank-3.png)

The one pain point I've had with importing and managing accounts is category assignment. Categories are what allow you to break down your spending and see what you are spending money on, in general terms. HomeBank, unlike commercial services (and some commercial programs), requires you to manually set up all the assignments. But this is generally a one-time thing, and then the categories can be auto-applied as transactions are added/imported. There is also a button to analyze the account and auto-apply things that already exist, which speeds up categorizing a large import (like I did the first time). HomeBank comes with a large number of categories you can start with, and you can add your own as well.

HomeBank also has budgeting features, allowing you to plan for the months ahead.


![HomeBank income and expense report HomeBank income and expense report](https://opensource.com/sites/default/files/uploads/homebank-4.png)

The big win, for me, is HomeBank's reports feature. Not only is there a chart on the main screen showing where you are spending your money, but there are a whole host of other reports you can look at. If you use the budget feature, there is a report that tracks your spending against your budget. You can also view those reports as pie and bar charts. There is also a trend report and a balance report, so you can look back and see changes or patterns over time.

Overall, HomeBank is a very friendly, useful application to help you keep your finances in order. It is simple to use and really helpful if keeping track of your money is a major stress point in your life.

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