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Show HN: Paisa – Open-Source Personal Finance Manager

paisa.fyi

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Re: Show HN: Paisa – Open-Source Personal Finance Manager

#241

Post by olex »

Dennip wrote: post #186
MenhirMike wrote: post #67

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…

https://actualbudget.org/ Actual has OFX support! Really great tool

Damn, how did I miss this? Looks like a really nice "self-hosted nYNAB". Only downside is that the native apps are unmaintained since the project went open-source, and the web UI isn't responsive (yet) - but looks like there are decent efforts to make the web UI into a usable PWA, if those succeed this may be my move away from nYNAB.

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#242

Post by gassi »

ananthakumaran wrote: post #75
wreck wrote: post #71

@ananthakumaran, can this be installed via Docker and ran in the browser like your demo[1]? [1]: https://demo.paisa.fyi/

Yes, check the installation page https://paisa.fyi/getting-started/installation/

Sorry I don't see any instructions to run this on Docker on that page. Do you publish an image to the Docker hub?

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#243

Post by seltzered_ »

Very cool! I was trying a different approach of packaging a vscode experience with beancount / fava built-in, but haven't had time to get quite as far as you: https://github.com/seltzered/beancolage

Have you considered incorporating a split view of the ledger with the reports?

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#244

Post by seltzered_ »

BOOSTERHIDROGEN wrote: post #225

I’m using beancount with fava as UI, any experience why you choose based on Ledger vs Beancount ? Thanks

You may want to take a look at my prototype of melding an editor experience with fava: https://github.com/seltzered/beancolage

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#245

Post by seltzered_ »

GingerMidas wrote: post #24

Awesome! I've been using Beancount/Fava for over 2 years now and this looks really slick. One thing off the bat I noticed, it doesn't look like custom Tags are supported? I use tags all the time in beancount, say to filter for a trip #trip-europe-2022 which would break down my cash flow and balances (and the rest of the fava UI) for a subset of transactions.

Just FYI if you're used to beancount & fava I started prototyping a more integrated experience for it: https://github.com/seltzered/beancolage . Still early days though.

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#246

Post by pasc1878 »

ananthakumaran wrote: post #240
pasc1878 wrote: post #228

Unfortunately I can't see your web site as it does not work without sending cookies to Google. Please implement the site with only needed cookies. NB this means that your site cannot be used in Europe,

You can opt out by clicking Manage settings and then uncheck the green tick. I just realized I can enable reject button as well[1], should be available soon. 1: https://squidfunk.github.io/mkdocs-material/setup/ensuring-d...

Thanks for adding the reject button.

The way of deselecting is very unusual way to do that. The icons just do not suggest that you can unselect them.

I and others as shown by the upvotes did not realise that.

You should split them by functionality. Having to choose by source first is odd - I have seen sites with 10s of providers - I just never use them)

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#247

Post by pasc1878 »

maccard wrote: post #236
hydroid7 wrote: post #235

Earlier quoted context omitted.

Cannot used legally.

Third party cookies aren't illegal in Europe.

But only for necessary things - the purposes that you can Google Analytics are never necessary to the running of your site.

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#249

Post by passion__desire »

freddie_mercury wrote: post #210
ibdf wrote: post #80

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.

I enter everything manually. I live in SE Asia where there's no other option, really. For some of my banks there's not even a CSV/Excel download option, just a PDF "balance statement". I (mostly) don't find it too onerous. But it is very much Inbox Zero. If you keep on top of it then it isn't much additional effort. While I'm waiting for the cashier to make change or print a receipt or while I'm walking out of the sh…

If the PDFs have data in table format, you can use image to table generator of nanonets or Google or Microsoft Excel app to convert it into csv and enter data.

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#250

Post by skowalak »

8589934591 wrote: post #230

I'm a longtime user of gnucash and this is a great product to convince me to move to ledger/hledger. Question for author - Is it mostly a reporting tool or does it work similar to h/ledger where I can input my transactions from paisa? Question for HN users - have you found ledger to be easier to use compared to gnucash? My challenges have been my lack or ease of understanding on how to input transactions in ledger an…

I made the switch to hledger about two years ago and I have struggled using the command line to input my transactions. Right now I use my text editor (nvim) and a snippet engine for my common / recurring transactions. This may be a little more work than just setting everything up to work automatically, but I like it. For reporting, there are some tools which can help with that, I used to use hreports [0], but have since switched to my own script, which exports the data from hledger and queries it itself.

A good (although opinionated) resource for learning how to use hledger is the manual, which goes in depth about different accounting and modeling concepts [1].

[0]: https://hreports.readthedocs.io/en/latest/readme.html

[1]: https://hledger.org/dev/hledger.html

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