101–110 of 111 posts
I'm a big fan of Tiller [1], which is a paid service that basically just connects Yodlee to Google Docs or Excel. It will dump all your transactions and balance info into a spreadsheet and you can do what you want with it. It also has lots of templates for things like budgeting etc. I run a daily cron job that loads the transaction data and produces a nice Jupyter-based report. It will require some custom building, b…
on this topic what I really wish was that there was something that would actually stop me from spending when I'm over the budget. Attribution is nice, but organizing accounts or money folders that could just stop categorical spending would be preferable.
I built this. The card would halt the purchase if you were over budget. You could use a different pin if you wanted to override it. It turns out that this counted as “financial advice” in the legal sense. I ran away, as did any investors. It was cool though. I live in the EU now, so maybe the laws are different.
Wrote a basic parser for this and using it I get the records in JSON which I use to show simple progress bars and dashboard.
I highly recommend LunchMoney ( https://lunchmoney.app/ ). It's built by a solo developer who is very responsive and continues to make the app great. Lots of automation and ability to create custom classification rules. I've been happy for the past 3 years. I've also heard good things about CoPilot ( https://copilot.money/ ) but have not had the chance to experiment with it yet.
It's end-to-end encrypted, open source, and you can self-host it.
When you open it, you can see with a simple green/red bar with how much you've spent and how much you have left for the month (for the whole month and per budget), in case that helps.