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this post was submitted on 02 Nov 2023
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Personal Finance
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Actual Budget is very good. I'm self hosting but you can host with pikapods or other public services and be up and running very quickly.
It's YNAB -esque in implementation.
What's the general level of toil in keeping this software up-to-date? I'm hoping I can get a drop in replacement more or less.
Mine is deployed on home assistant.
I get an update once a month, I can ignore it. The update process is completely automatic and only takes a couple of minutes.
The UI includes a one button export of all your budget data so it's incredibly easy to back up your budget for peace of mind before an update.
The easy to deploy with pikapods seems tempting and really cheap. I may try it
I moved to doing it on my own on Google Sheets (with the envelope system and all) because as convenient as Actual Budget was at the time* I found it lacking in graphs and reports, which I find more important. My Google Sheet, though has more upkeep, I can query and make almost any kind of report or graph I need.
What's the reporting/graphs like now?
*I even paid for a few months to trial it and I think the mobile app as well... I think. I remember entering something on my phone with Actual Budget
They've simplified the use of it in a way. Effectively just a website but reactive so access on a phone is simplified.
On the graphs and reports. There's been a lot of work in the last two months, there was a limiting factor in the original choice in graphing library, but I've seen a Sankey graph, which seemed interesting. But more importantly there is a "custom reporting" which will probably not be as flexible as hand rolling your own Google sheet, but does give you a lot of control.
You can test out the demo budget :https://demo.actualbudget.org
And if you go into settings >advanced> experimental features, you can enable the in progress custom reports....
oooh okay. That is much better than before from what I've tried. And a bunch more graphs. I made it crash though by selecting it. And I do miss the interface and just the ease of things. Thanks gonna try it out when I can.