Hi all, looking for good open (self hosted) money management apps. Similar to mint, I want a single pane to view my accounts at a high level.
There’s some things online that still do it, but they make me really nervous just handing one company the keys to all of my accounts with how many breaches there are. That being said, they’re convenient because I never know what accounts have what balances all at once.
Any ideas for systems that do this? Either running locally or ideally something that I could host locally?
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Not the same, but actual budget (https://actualbudget.org) is self-hosted and does a great job
This so far looks closest to what I’m looking for!
I’ve been looking for something like this for years, cool.
Been using it since before they went open source, it’s awesome and getting better all the time.
If you are comfortable with the command line hledger is a great program which has good tools for importing
.csvfiles from banks and other financial companies.I use beancount and fava with some custom importers for certain bank statement exports. There are some smart importers that are supposed to auto assign categories but I haven’t tried them out yet.
Open Source accounting software is one thing. Open Source that can automatically download and synchronize the transactions from all your bank accounts is very much another. In theory, there’s a standardized file format and your bank(s) should expose an API to access it, but in practice it seems like banks really don’t care about working with anybody smaller than Intuit and figuring out how to configure the connection for each bank is a software engineering task in and of itself.
Even Monarch Money (which seems to be the closest thing to a 1-to-1 replacement for Mint, since it’s made by the original Mint developers) outsources the problem to several different “data providers” (e.g. Plaid, Finicity, MX) instead of trying to solve it in-house.
(All of the above applies to the US and maybe Canada. Europe is apparently entirely different (better?) in terms of standardization.)
By the way, GNUCash claims to be able to download using OFX, although I haven’t had much success with it: https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect
I have had zero success using gnucash with OFX.
It worked great for me years ago, but all the US-based banks I use have since killed off their OFX Direct Connect programs.
Firefly has integration for gocardless/nordigen which is quite usable in europe
Haven’t personally started using this yet, but I was looking for the same a while ago. My search came to Firefly iii 🐖
Also comes with an unofficial app: https://apt.izzysoft.de/fdroid/index/apk/com.dreautall.waterflyiii
I’ve used GNU Cash with mixed results. It’s a little complicated but it might do what you need https://www.gnucash.org/
I use Homebank, it is mature and really nice. It took me a little bit of time to get used to but once set up it is truely awesome. Crazy good even. Config/data is plain text which is a big thumbs up in my book. I use git to track changes/keep history and to enable me to use it on more than one machine. https://www.gethomebank.org/en/
Is there a way to automatically import account data?
Not fully automated but you can import. https://www.gethomebank.org/en/faq.php#faq1426
If you’re only interested in expenses, debts, loans, budget, and statistics, then Keizai is maybe something for you? Transactions is maybe on its way to the pile of features, too.
Been using Gnucash for about 10 years for personal finance and 2 small businesses. Highly recommended!
KMyMoney
I’m not sure if it will suit your needs, but I love Eqonomize!. I can use it from any of my computers by putting its data file on my NAS.
Edit: forgot the URL… https://eqonomize.github.io/
