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Show HN: Paisa – Open-Source Personal Finance Manager

paisa.fyi

31–40 of 288 posts

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

#31
post #27

Slightly off topic but how do people use these? Depending on where/what I pay, I pay with an assortment of credit cards, bank account, debit cards, paypal, etc. Do people who use this kind of software manually enter every transaction they do every day, or something?

I do this since ~20 years with a simple Calc-Table. Easy overview and simple to search.

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

#32

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.

> One thing off the bat I noticed, it doesn't look like custom Tags are supported?

Not as of now, Tags are used only for recurring transactions as of now. I first need to figure out how to bring the filter into the UI. Everything now works based on Account names only.

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

#33
post #27

Slightly off topic but how do people use these? Depending on where/what I pay, I pay with an assortment of credit cards, bank account, debit cards, paypal, etc. Do people who use this kind of software manually enter every transaction they do every day, or something?

At least with ledger cli, the format for a transaction is simple enough that a just make a script that reads the CSV that I can export from my bank’s website.

But to your point, it’s still a lot of customization and manual work, I never keep up with it for more than a month or two

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

#35

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.

> One thing off the bat I noticed, it doesn't look like custom Tags are supported? Not as of now, Tags are used only for recurring transactions as of now. I first need to figure out how to bring the filter into the UI. Everything now works based on Account names only.

Makes sense - great work so far! This is easily the best looking PTA app I've seen.

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

#36
post #27

Slightly off topic but how do people use these? Depending on where/what I pay, I pay with an assortment of credit cards, bank account, debit cards, paypal, etc. Do people who use this kind of software manually enter every transaction they do every day, or something?

> Do people who use this kind of software manually enter every transaction they do every day, or something? Yes, exactly that. You can do automatic imports of your bank statements but that's arguably more hassle. It takes 10 minutes at the end of my day to record all my transactions and it gives me a complete understanding of where my money is going.

I do the bank import once a week. I set aside an hour on my calendar to update all of my spending accounts. It usually takes more like 15-20 minutes unless I find something unexpected.

For longer term accounts like my 401k, IRAs, and brokerage accounts, I track money going in our out but only update the gains/losses every 6 months or annually on Dec 31st.

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

#37
post #27

Slightly off topic but how do people use these? Depending on where/what I pay, I pay with an assortment of credit cards, bank account, debit cards, paypal, etc. Do people who use this kind of software manually enter every transaction they do every day, or something?

I used to host an instance of Firefly III, which has a perfectly usable mobile web interface.

This way, I would log every transaction immediately rather than wait until I get home.

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

#38
post #27

Slightly off topic but how do people use these? Depending on where/what I pay, I pay with an assortment of credit cards, bank account, debit cards, paypal, etc. Do people who use this kind of software manually enter every transaction they do every day, or something?

The paid accounting tools usually will have integration with your banks via Plaid or similar

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

#39
post #27

Slightly off topic but how do people use these? Depending on where/what I pay, I pay with an assortment of credit cards, bank account, debit cards, paypal, etc. Do people who use this kind of software manually enter every transaction they do every day, or something?

> Do people who use this kind of software manually enter every transaction they do every day, or something? Yes, exactly that. You can do automatic imports of your bank statements but that's arguably more hassle. It takes 10 minutes at the end of my day to record all my transactions and it gives me a complete understanding of where my money is going.

I only do it every few days but pretty much the same. I find it's too easy to lose track of how much I've been spending, so by doing it manually I always notice before it becomes a problem. It also helps me save because I notice right away if I get charged for a subscription I'm not using and I can cancel it.

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

#40
post #27

Slightly off topic but how do people use these? Depending on where/what I pay, I pay with an assortment of credit cards, bank account, debit cards, paypal, etc. Do people who use this kind of software manually enter every transaction they do every day, or something?

I've kind of been thinking that there needs to be an open source version of Yodlee/Plaid. I keep picking up some project like Paisa and then realise that I have to figure out how to import things automatically. I don't really have the patience to do it manually.

But for a few months now I've been thinking an OSS service that does this might be great for such OSS projects. Maybe I'll eventually start it.

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