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Self-hosted Personal Finance Suggestions (sh.itjust.works)

submitted 2 days ago by Eezyville@sh.itjust.works to c/selfhosted@lemmy.world

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So way back when I used to use Mint.com to help me manage my finances. It worked great until Intuit bought them, ended the app, and redirected their customers to CreditKarma. I hated getting spam messages and haven't used a personal finance app for years. I finally set up ActualBudget and it great for budgeting but I want to keep track of investments, retirement holdings, property, and things outside of the monthly budget. I don't think ActualBudget does that. Are there any self hosted projects that helps me keep track of stocks, property, and other assets?

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[-] k4j8@lemmy.world 12 points 2 days ago

I really want this too. Neither Actual nor Firefly III support stocks/funds (open issues for Actual and for Firefly III.

I use GnuCash for my transactions, which I manually export from my accounts as QFX files. Although GnuCash has support for tracking fund values and generating reports, I do this with a custom Python script and Metabase instead.

[-] warmaster@lemmy.world 4 points 2 days ago

Holy shit. This is both awesome and so overkill that I want to try it.

[-] k4j8@lemmy.world 3 points 2 days ago* (last edited 2 days ago)

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.

[-] Mohamed@lemmy.ca 2 points 2 days ago

I am definitely interested.

this post was submitted on 20 Feb 2025

101 points (100.0% liked)

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