Finance / Investment self-hosted apps? - eviltoast
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I’ve been really lazy with keeping track of my money over the last few years. I still use personal capital (now empower)'s dashboard, but it’s not self-hosted and they can be pretty aggressive with their marketing. Previously, I was using Beancount [https://github.com/beancount/beancount] + Fava [https://github.com/beancount/fava] to track all of my money, including investments. Every time I think about updating my ledger and importing the last several years of transactions, it just feels overwhelming and I put it off again. I’m still a fan of plain-text-accounting [https://plaintextaccounting.org/], but importing a large number of transactions always feels cumbersome. I tried Firefly-III [https://www.firefly-iii.org/] briefly, but it didn’t support investment tracking. I also saw Ghostfolio [https://ghostfol.io/] for the investment side, but haven’t tried it yet and it seems to only do investments. My wishlist of features is below, are there any self-hosted/oss finance apps that would meet most of these? - self-hosted - import via csv at minimum, ideally support for yodly/plaid/some other bank syncing api - support for regular accounts (checking/savings), credit cards, and investment accounts (stocks, 401k, etc) - misc. asset tracking like for a car or house - mobile app or mobile-friendly web view - local llm support for categorizing transactions and fixing merchant semi-automatically - multi-user support - not required, but it’d be nice if my partner and I can use the same app but still have our own private accounts too - tags or some other way to group expenses together (like all expenses related to a trip) - good reporting - bonus: support for custom reports/calculations like “If i retired next year, how much money would I have per month?” Alternatively, what do you all use for this type of thing?

cross-posted from: https://eviltoast.org/post/14412290

I’ve been really lazy with keeping track of my money over the last few years. I still use personal capital (now empower)'s dashboard, but it’s not self-hosted and they can be pretty aggressive with their marketing.

Previously, I was using Beancount + Fava to track all of my money, including investments. Every time I think about updating my ledger and importing the last several years of transactions, it just feels overwhelming and I put it off again.

I’m still a fan of plain-text-accounting, but importing a large number of transactions always feels cumbersome.

I tried Firefly-III briefly, but it didn’t support investment tracking. I also saw Ghostfolio for the investment side, but haven’t tried it yet and it seems to only do investments.

My wishlist of features is below, are there any self-hosted/oss finance apps that would meet most of these?

  • self-hosted
  • import via csv at minimum, ideally support for yodly/plaid/some other bank syncing api
  • support for regular accounts (checking/savings), credit cards, and investment accounts (stocks, 401k, etc)
  • misc. asset tracking like for a car or house
  • mobile app or mobile-friendly web view
  • local llm support for categorizing transactions and fixing merchant semi-automatically
  • multi-user support - not required, but it’d be nice if my partner and I can use the same app but still have our own private accounts too
  • tags or some other way to group expenses together (like all expenses related to a trip)
  • good reporting
  • bonus: support for custom reports/calculations like “If i retired next year, how much money would I have per month?”

Alternatively, what do you all use for this type of thing?

  • This2ShallPass@lemmy.worldEnglish
    7·
    2 days ago

    Firefly III is an option, but I found it difficult to set up and the importer tool works well for Europe but not the US.

    You could also just create your own Docker container which has Skrooge, GnuCash, or KMyMoney in it. I have done this with Skrooge since it imports data well and is simpler than GnuCash.

    With the Linuxserver.io KasmVNC base image and install any GUI application to run it from a browser.

    • johntash@eviltoast.orgOPEnglish
      1·
      1 day ago

      I haven’t seen skrooge before, thanks. I was looking for a web app but I guess that isn’t really a hard requirement. I did try gnucash before and didn’t spend enough time learning how to use it. If skrooge is simpler, I’ll try it out.

      Kasmvnc looks really cool too even if I don’t use it for this.