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Self-hosted Personal Finance Suggestions
(sh.itjust.works)
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this post was submitted on 20 Feb 2025
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Actual budget does do that! You can tie it to automatically import transactions via SimpleFIN.
https://actualbudget.org/docs/advanced/bank-sync/simplefin/
Some things you'll need to manually do, like real estate valuations.
So that actually doesn't do what I want. It will record buying and selling of securities but only as if it were like making purchases or payments in a credit card or bank account. It doesn't keep track of the value of the security or any other asset. For example, I have a Roth account and it has a couple hundred shares of an index fund in it. Actual will only show that I spent several thousand on that index fund (listing it's name in the notes) but not the number of shares I bought and at what price at the time of purchase. I won't be able to track gains or losses for each security, only as a whole of the entire Roth. Actual doesn't do what I want it to do and I don't know enough TypeScript to contribute.
GnuCash will do the sort of security trade accounting you’re talking about. I don’t know how GnuCash compares to the other offerings, but it can be fully offline and has a lot of features.
I think this probably still won’t do what you want, but actual-helpers has a script that will track the balance of an investment account. It won’t track shares or funds separately or anything, but it could maybe be enough if your goal is just net worth tracking?
Oh we finally have a way to sync Actual in North America? Might actually start running it again
Actual Budget is amazing!