Self-hosted Personal Finance Suggestions
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Oh we finally have a way to sync Actual in North America? Might actually start running it again
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Ghostfolio looks really neat, thanks! I wonder, can it import data from say Interactive Brokers?
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One thats under active development but getting more and more insteresting would be https://maybefinance.com/ – a Rails app. It supports investments and stuff which seems rare. For import they appear to double down on Plaid, which appears to also do a Europe thing which was recently added, however CSV is also supported
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Downloading this
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I'll check this one out. I don't see any documentation on it so I don't know if they can sync with my banks.
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I can share the script on GitHub if anyone is interested. Among other things, it converts funds to their value at the time of the transaction and adds additional transactions to reflect capital gains and losses. This allows Metabase to accurately report net worth over time.
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If you want to track all your wealth with one single tool (bank accounts, stocks, bonds, funds, properties...) I would recommend plain text accounting tools suchs as ledger-cli, hledger or beancount. I began with ledger-cli and move later to hledger.
You will learn a lot of double entry accounting and you will keep accounts with plain text files with version control.
It is a rabbit hole...
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at least the recent (non-release) docker image should have plaid support for that. It appears to require a few environment variables. Have not yet "plaid" with that but might do so soon.
Oh and for stocks, it is bound to their Synth thing, 1K request are free per month (not all of my etfs are listed atm tho). The synth api key also goes into the env. (which confuses me right now as it also is an input field in the app, dunno but works)
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Yeah I use software to make my life easier. Not saying it isn't worth learning but time is limited.
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Well, PTA basics are quite simple, you can track quite easy your income and expenses. It depends how much things you want to track (cash, banks, mortage, stocks, ...) and the detail you want to achieve (reports, queries, depreciations, budgets, forecasts...).
The limit is not the tool but your needs or as you said your time.
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I am definitely interested.
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I use a budget app for tracking income and spending on a transaction basis and then keep the rest of my finances in spreadsheets.
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I used to use an app called moneydance several years ago. It was pretty much the only thing that ran on Linux but it was decent.
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