![]() For example, if you buy a train ticket you may want to file it under the Transport category, while the Food category is a good place for all your grocery purchases. Simply put, categories allow you to specify what the money has been spent on. Amazon) in the Third party field, and Grisbi will add it to the list.Įvery transaction can be filed under a category. You can add third parties manually or let Grisbi take care of it when you create a new transaction just type the third party you want (e.g. Examples might include, a supermarket, news agent, or your local bakery. The next step is to add one or more third parties - people or companies you give or get money from. But in most cases you would want to have a minimum amount in the account, for example €50, which you should enter in the Minimum wanted balance field. For example, if you are allowed to have an €1,000 overdraft on your account, then you can set the authorised minimum to -1000. You can use the Minimum authorised balance and Minimum wanted balance fields to define thresholds for the account. The Initial balance field should contain the amount you currently have in your bank account. In the Bank section select the bank and enter the branch code (optional) and the account number, and fill out the fields in the Balances section. You will be dropped into an empty account form, where you can fill out the relevant fields. Choose Bank account from the drop-down list and press OK. There are four account types in Grisbi: bank, cash, assets, and liabilities. Now you can create a new account (File > New account file) and choose a type of account. Next, add your bank via Resources > Banks. By default Grisbi operates in euro currency, so if you want to use dollars or another currency, you have to add it via Edit > Preferences and Resources > Currencies. Before you begin adding accounts you should change a few of Grisbi’s preferences. When you start Grisbi for the first time, you will be greeted by a blank screen. ![]() It supports multiple currencies, account reconciling, import/export of QIF files, and reports, and all this functionality is wrapped up in a user-friendly interface and available for a variety of platforms, including Linux, Windows, and Mac OS X.If you’ve never used software to manage your personal finances, getting started with Grisbi (or any similar application, for that matter) can be a bit tricky, but fear not: This article will help you come to grips with Grisbi’s basic functionality. The Grisbi project aims “to provide you with the most simple and intuitive software for basic use,” but this doesn’t mean it is light on features. But we are lucky to have some powerful open source applications that make the task a bit easier. Today, this simple advice is as difficult to follow as it was 255 years ago. “Take care of the pence, and the pounds will take care of themselves,” wrote Lord Chesterfield to his son in 1750.
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