this post was submitted on 27 Nov 2023
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Personal Finance/Budget Manager with Bank Integration? (alien.top)
submitted 9 months ago by [email protected] to c/[email protected]
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Are there any self hosted finance/budgetting tools to manage tour personal incoming, project planning, saving accounts and expenses, that ideally have some integration to read transactions from banks to speed up the process?

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[–] [email protected] 1 points 9 months ago

use the first four words from your title as search terms in the search field and you'll get plenty of threads

[–] [email protected] 1 points 9 months ago (1 children)

I haven't found one that did not require something like Tiller to create spreadsheets you can then import. I work with a lot of bank API in my professional life and they are very picky about who gets access directly to their API. I find it very doubtful anything open source would be able to do much without doing something like html screen scraping and that would severely limit how many banks would be usable as well as ensure it broke every time the html changed.

[–] [email protected] 1 points 9 months ago

Plaid does offer developer access for personal accounts, so it's possible. Plaid doesn't cover all, but most. I'm building my own right now to self host since mint is going away..

[–] [email protected] 1 points 9 months ago* (last edited 9 months ago)

ActualBudget has auto import for banks and works well in general if you‘re into envelope based budget‘ing :)

[–] [email protected] 1 points 9 months ago

Firefly III has some integrations, though requires some setup first plus third-party services. It should be possible to create a module to import via plaid though too (which I've found to be the most reliable of the lot so far).