191–200 of 288 posts
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Every bank I've ever used has had functionality to do csv exports (or xlsx, for which I have a one-liner to convert to csv), which can trivially be imported into gnucash. At least in the UK/EU, it seems to be a common feature.
That's true, I mean the automatic direct import though.
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Cli is already available for linux (which provides the same functionality, just that you have to use the web browser instead of desktop window) For desktop app I plan to add support soon. The delay is because there are too many variations (appimage/flatpak/deb/snap) and I need to figure out which one to support etc. I use linux myself (NixOS).
any plans to get this into nixpkgs?
Here's something that always trips me up when I look into non professional software for double entry accounting (or more accurately, instructions around them). It's been a long time, so I may be getting it wrong, but I do have some introductory information of accounting. And according to that, in a transaction such as salary received, the accounting would look something like: Income: Salary - Credit Assets: Checking…
Most tutorials for financial services are written for bank account users. People refer to their bank account colloquially as a "debit account" and "credit account" because those are the types of accounts offered to them by a bank. From the bank's perspective, a consumer debit account is (correctly) considered a "debit" since any money deposited into the account by the account owner is an asset for the bank.
Has anyone compared this to YNAB4? (Not the cloud-only subscription-only YNAB, but the good one that was killed off in 2019) It's by far the best household bookkeeping tool I've ever used, but it won't ever get updates again (running it in a VM just so I can make sure I will always be able to run it), and it would be nice to have something that can track stocks and maybe even foreign currency - but for now, I would b…
I use YNAB 4 every day on macOS thanks to patches available online for the Adobe Air framework (from 32 to 64 bits). What OS are you using?
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Mint already uses Plaid, but I the transaction information it gets is too low in information to categorize anything reasonably. For example my Amazon Grocery transaction happen on my amazon Chase Credit card(gives me 5% discount). But connecting to Chase.com using plaid pulls in transaction statement is still information poor. The obvious consequence of this is that budget information is not correctly reflected in Mi…
Mint does not use Plaid. Intuit has their own service for integrating with bank APIs and/or screen-scraping that they use across all their products.
LICENSE AGPL3 https://github.com/ananthakumaran/paisa/blob/master/COPYING I won't use this because I can't ensure all my systems can be agpl3. Like bank systems I don't control.
This is false, interacting with public APIs that are not under your control is allowed under AGPL3, the only thing you may have to do is release any code you may add to connect with those APIs. Source https://opensource.stackexchange.com/questions/8201/if-i-use...
This looks awesome. I love that it's built on ledger. I have been wanting to move away from Simplifi Money for some time for obvious reasons (owned by Intuit). It seems that the real moat is pulling the data in a consistent and correct way. Yes, you COULD try to find every single export option for every bank, but I think Plaid is really the only service that pulls this data somewhat correctly, due to the U.S. not hav…
I know this is only vaguely related, but as a European that's been looking for an open source budgeting solution, how does PSD2 help?
How are people automating the data import? I can't imagine someone entering everything by hand. Lots of places don't even provide an export file you can work with... most of them offer a PDF. It seems like most financial places rely on Plaid for the data integration, but that's a paid service I don't think Open-Source or free personal finance apps would use.
How are people automating the data import? I can't imagine someone entering everything by hand. Lots of places don't even provide an export file you can work with... most of them offer a PDF. It seems like most financial places rely on Plaid for the data integration, but that's a paid service I don't think Open-Source or free personal finance apps would use.
Most banks/CC have some sort of export - be it in CSV, OFX, Quicken, etc. Then you import it using your financial story. The real pain is in the categorization (was this Groceries, Supplies, Dining, Medical Expense)? I use KMyMoney which usually picks the same category as the last transaction from the same place. Saves some of the work, but it's still painful. I then wrote a script to export from KMyMoney to ledger f…
I want to know where my money goes. I like to look at stacked-area (or column) charts of the categories of spending. To make this work I have some software I made ~20 years ago that does double-entry book-keeping. At the end of the month, I import statements from financial service providers (eg: Wells Fargo, Chase, PayPal, Stripe, etc). Lots of stuff is repeat purchases (eg: Shell Gas) and my software automatically c…