This looks great and it's nice to see development in this space! However, the "big box" alternatives for this which keep your accounts in sync are really cheap (I think I renewed my annual Quicken Simplify for $40) and, for the most part, "just work." So, I personally wouldn't want to switch to anything self-hosted unless it provided automated syncing. I'd actually be all over this if it did especially having a way to extend things with plugins.
Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
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Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#92Will this help me file german taxes?
Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#93For those interested in this type of single entry accounting (and by extension double entry) Here are some other ones I've tried and used in the past: https://copilot.money https://lunchmoney.app https://ynab.com https://beancount.io https://hledger.org
For germans I found https://parqet.com/ very good.
Generous free tier and auto sync from some common german banks
Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#94This looks great and it's nice to see development in this space! However, the "big box" alternatives for this which keep your accounts in sync are really cheap (I think I renewed my annual Quicken Simplify for $40) and, for the most part, "just work." So, I personally wouldn't want to switch to anything self-hosted unless it provided automated syncing. I'd actually be all over this if it did especially having a way t…
This is the 'problem' I need solved as well. Sync across multiple Financial institutions is a nightmare. If the CSV import can be automated with some Plaid/simplefin bridge that's reliable, I think it would be a nobrainer for a large group of us to selfhost instead.
Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#95This looks great and it's nice to see development in this space! However, the "big box" alternatives for this which keep your accounts in sync are really cheap (I think I renewed my annual Quicken Simplify for $40) and, for the most part, "just work." So, I personally wouldn't want to switch to anything self-hosted unless it provided automated syncing. I'd actually be all over this if it did especially having a way t…
Yeah, it seems at certain points I need to add automatic syncing. The app already offers a way to extend things using plugins https://wealthfolio.app/addons.
Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#96Earlier quoted context omitted.
> I love the idea of keeping my finances private while still having a useful tracker/planner. YNAB4 was a local client, but with YNAB5 they sadly (to me) went online and subscription. I happily paid for v4 (one-time purchase), but was/am not willing to pay for v5 because (a) I don't like renting software, and (b) I have no need for syncing (which a subscription could justify to pay for ongoing server costs).
ActualBudget is a pretty great YNAB alternative that is free and locally hosted.
I second that. Switched from ynab4 (used some version since 2011) to Actual Budget a few month ago. Some tiny ux issues, but improvement in many more areas. Don't regret finally kicking ynab out.
Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#97Looks really cool, very much appreciate making it free/select price. Just downloaded it on Windows 10, but unfortunately the modals (add account etc) aren't scrollable and cutoff the bottom of my screen, making them pretty much unusable (can't submit!)
Issue was only with add account, so continuing to try to onboard myself.
Is there more detailed documentation available? A few troubles I've run into:
- Having trouble with stock splits -- Schwab simply reports the added shares, not the split ratio, so I can't do it via csv import
- Separate but probably related, if I add some shares back in 2022 (e.g. SWPPX, a SP500 index), the "performance" shows essentially immediate -90% return. I suspect this is also related to splits; possibly Yahoo finance retroactively applies the future split quantity on historic quotes. Edit: figured this out, I'm responsible for entering any splits across the history, it seems
- How do you designate the counter-account for transfer-in / transfer-out transactions?
- Schwab does some funny business with date strings occasionally ("03/16/2022 as of 03/15/2022"); not your problem per se, but interpreting either presented date would be better than quietly defaulting to 1970
- In the activities tab, I can only reverse date order in list view, but not grid view
- As a wishlist item.. default csv import settings for major brokerages would be great, considering this is in principle how you're expecting users to repeatedly interact with the software
- Maybe I'm missing it, but is there a simple way to see the list of accounts you've created? This would seem like a very basic feature. Edit: okay, I see them in dashboard, but can't add them there. Would seem like an appropriate nav column entry.
I don't mind dumping in a few csv every month to update, but having to manually fix my csvs before upload adds a lot of effort.
Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#98Get thee to SimpleFIN https://www.simplefin.org/ecosystem.html
I think without sync with financial institutions it's going to be hard to grow a userbase.
But this is very cool software!
P.S.: I ctrl+f "encrypt" on your home page and no hits. It's banking / budget / money software, there should be a hit.
Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#99Interesting that this made to HN top, last week i posted as about my open source wealth tracker http://github.com/venil7/assets with all the same features, including self hosting and it barely got any traction
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Re: Show HN: Wealthfolio 2.0- Open source investment tracker. Now Mobile and Docker
#100This is really cool and kind of what I'm looking for since trusting my account details to some app gives me heartburn. I downloaded the source and built it, but still have heartburn after seeing it download 700+ crates/packages. Who knows what is in all of that?!?