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?

  • fafff@lemmy.ml
    8·
    11 months ago

    If you are comfortable with the command line hledger is a great program which has good tools for importing .csv files from banks and other financial companies.

  • krauersaut
    7·
    11 months ago

    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.

  • grue@lemmy.worldEnglish
    7·
    11 months ago

    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

  • jbd@lemmy.ml
    5·
    11 months ago

    Been using Gnucash for about 10 years for personal finance and 2 small businesses. Highly recommended!

  • Secret300@sh.itjust.works
    4·
    11 months ago

    Just downloaded Denaro today and I’m loving it. Also found out when I downloaded my bank transactions that’s I’ve been spending almost all that I’ve earned. This year will be better hopefully now that I can see it graphed out

  • airikr@lemmy.ml
    3·
    11 months ago

    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.

  • Nooz3@lemmy.ml
    3·
    11 months ago

    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/

    • padge@lemmy.zipEnglish
      1·
      11 months ago

      This looks interesting. Can I automatically import transactions from banks, like what Mint does? I see there’s a web app I can put on my nas that might handle that, but not sure.

      • Canuck@sh.itjust.works
        1·
        11 months ago

        No, that would require specific web scraping modules for each individual bank, or where open banking exists, an API integration. Many banks you can export XML, CSV, or QIF, all which can be imported by MMEX. I just store my file on my NAS, and open it with the desktop.