Personal account management

Cette page en français.

Personal account management software to enter expenses and receipts attached to an account (collecting multiple entries) and a category (for subsequent sorting).

You can now enter accounts, categories and entries, and all that's left to do is add functions such as :

modifying an existing expense or revenue line
changing program colors and input buttons
adding a password to the production database and changing the folder in which it is stored
the possibility of creating several input databases (thus a choice at program startup)
synchronization or sharing of databases between different devices
the ability to enter expenses from a smartphone and save or import them into the database stored on Windows, macOS or Linux
addition of graphs by account, category, summary tables of current expenses and income, etc.

In short, version 1.x is a working base that you can build on. A link to here in the acknowledgements or credits is always welcome.

This code repository contains a project developed in Object Pascal language under Delphi. You don't know what Delphi is and where to download it ? You'll learn more on this web site.

Using this software

Visit the Personal account management website to download the compiled version, learn more about how it works, access videos and articles, find out about the different versions available and their features, contact user support...

Talks and conferences

Twitch

Follow my development streams of software, video games, mobile applications and websites on my Twitch channel or as replays on Serial Streameur mostly in French.

Source code installation

To download this code repository, we recommend using "git", but you can also download a ZIP file directly from its GitHub repository.

This project uses dependencies in the form of sub-modules. They will be absent from the ZIP file. You'll have to download them by hand.

DeveloppeurPascal/AboutDialog-Delphi-Component must be installed in the ./lib-externes/AboutDialog-Delphi-Component subfolder.
DeveloppeurPascal/librairies must be installed in the ./lib-externes/librairies subfolder.

Alternative version(s)

Serge Girard has proposed an alternative version based on the basic features of 1.0 shown in the stream. It's available on his code repository. He has integrated two themes (light/dark) and a few additional features.

If the publication of these code repositories has inspired you and you're developing your own version or want to share an older, similar project (to which you have the rights, of course), add "gestion-comptes-personnels" to the keywords of your repository so that they're linked to each other, and let me know so that I can add a possible link here, on a blog or talk about it during a future coding session on Twitch.

Documentation and support

I use comments in XMLDOC format in Delphi to document my projects. They are recognized by Help Insight, which offers real-time input help in the code editor.

I regularly use the DocInsight tool to enter them and check their formatting.

Documentation is exported in HTML by DocInsight or PasDoc to the /docs folder of the repository. You can also access it online through the hosting offered by GitHub Pages.

Further information (tutorials, articles, videos, FAQ, talks and links) can be found on the project website or the project devlog.

If you need explanations or help in understanding or using parts of this project in yours, please contact me. I can either direct you to an online resource, or offer you assistance in the form of a paid or free service, depending on the case. You can also contact me at a conference or during an online presentation.

Compatibility

As an Embarcadero MVP, I benefit from the latest versions of Delphi and C++ Builder in RAD Studio as soon as they are released. I therefore work with these versions.

Normally, my libraries and components should also run on at least the current version of Delphi Community Edition.

There's no guarantee of compatibility with earlier versions, even though I try to keep my code clean and avoid using too many of the new ways of writing in it (type inference, inline var and multiline strings).

If you detect any anomalies on earlier versions, please don't hesitate to report them so that I can test and try to correct or provide a workaround.

License to use this code repository and its contents

This source code is distributed under the AGPL 3.0 or later license.

You are free to use the contents of this code repository anywhere provided :

you mention it in your projects
distribute the modifications made to the files provided in this AGPL-licensed project (leaving the original copyright notices (author, link to this repository, license) must be supplemented by your own)
to distribute the source code of your creations under the AGPL license.

If this license doesn't suit your needs (especially for a commercial project) I also offer classic licenses for developers and companies.

Some elements included in this repository may depend on third-party usage rights (images, sounds, etc.). They are not reusable in your projects unless otherwise stated.

The source codes of this code repository as well as any compiled version are provided “as is” without warranty of any kind.

How to ask a new feature, report a bug or a security issue ?

If you want an answer from the project owner the best way to ask for a new feature or report a bug is to go to the GitHub repository and open a new issue.

If you found a security issue please don't report it publicly before a patch is available. Explain the case by sending a private message to the author.

You also can fork the repository and contribute by submitting pull requests if you want to help. Please read the CONTRIBUTING.md file.

Support the project and its author

If you think this project is useful and want to support it, please make a donation to its author. It will help to maintain this project and all others.

You can use one of those services :

You can buy an end user license for my softwares and my video games or a developer license for my libraries if you use them in your projects.

I'm also available as a service provider to help you use this or other projects, such as software development, mobile applications and websites. Contact me to discuss.

DeveloppeurPascal/GestionComptesPersonnels