If you're looking for budgeting like old YNAB and a general household management solution, checkout Homechart: https://homechart.app
Firefly III: A free and open-source finance manager
41–50 of 135 posts
Re: Firefly III: A free and open-source finance manager
#42Earlier quoted context omitted.
Afaik most use something like Plaid which works with the banks to get this data appropriately.
Plaid does the opposite. It scrapes using your banks credentials.
Am I totally misremembering this, or is it a fairly recent change?
I could've sworn several years ago it was perfectly possible to use your sign-in credentials, then immediately change them, because it basically needed an authorization token, but then worked fine.
Now it doesn't. I work for a company with a Plaid integration and if the bank so much as requires any kind of 2FA, you just can't use it at all anymore.
Re: Firefly III: A free and open-source finance manager
#43I would love to explore something other than Mint, but having 100% of the data collection automated is so nice.
Re: Firefly III: A free and open-source finance manager
#44I applaud the effort, but sometimes think apps like this when they promote self-hosting should have a mode of installation and operation that acts more or less like a desktop application.
They have a docker instal option. Granted it’s a bit of overkill but you can run it like desktop software.
I mean, a windows installer (or RPM) that doesn't require a background process so that more people can access the value of the software. Even Flatpak or something if we are talking Linux specific.
Having Docker and other "enthusiast" methods of running software makes it less accessible. Having a web-stack as the goto method of writing software doesn't make sense if it limits the audience that would gain value from it.
I say this as someone who professionally maintains a web application that comes with a Windows installer, macOS traditional installation and a Linux RPM. All with desktop icons and it being pretty invisible to the user that it is a web application aside from the HTML-looking UI style.
The software is for personal finance, it isn't for a niche that makes the install/access method particuarly sane. If it were software for managing a cluster of X-thing or something ... maybe.
Re: Firefly III: A free and open-source finance manager
#45If you're looking for budgeting like old YNAB and a general household management solution, checkout Homechart: https://homechart.app
I listened to a talk by YNAB's creator last year (about development not the program itself). Didn't realize until this thread how popular it is.
Re: Firefly III: A free and open-source finance manager
#46Earlier quoted context omitted.
Here's two free solutions you can use for bank data sync (Nordigen & Saltedge): https://docs.firefly-iii.org/data-importer/install/nordigen-...
Unfortunately neither of these work in the US. Salt Edge supposedly supports US banks but when I reached out to them a few weeks ago (specifically for the purpose of using them with Firefly III) this was their reply: > We regret to inform you that temporarily Salt Edge does not provide its services on the USA market.
now you know how I feel when I want to use some US bases service.
in theory interactive brokers could link in my accounts but since I'm based in Switzerland this doesn't work. Sad. :)
Re: Firefly III: A free and open-source finance manager
#47This project is great, but damn it slows down with just a few years worth of data. :(
Re: Firefly III: A free and open-source finance manager
#48Earlier quoted context omitted.
Plaid does the opposite. It scrapes using your banks credentials.
Am I totally misremembering this, or is it a fairly recent change? I could've sworn several years ago it was perfectly possible to use your sign-in credentials, then immediately change them, because it basically needed an authorization token, but then worked fine. Now it doesn't. I work for a company with a Plaid integration and if the bank so much as requires any kind of 2FA, you just can't use it at all anymore.
I'm not sure. It is possible that some banks have an API that Plaid uses, but this issue has been known for several years and discussed on here quite a bit. Plaid even had a large settlement due to privacy violations.
Re: Firefly III: A free and open-source finance manager
#49Side note: If you need to say this: > (click on the icons for more information) then you almost certainly have an unintuitive design and know it, but instead of fixing it you just doubled down on it.
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Re: Firefly III: A free and open-source finance manager
#50Earlier quoted context omitted.
Unfortunately neither of these work in the US. Salt Edge supposedly supports US banks but when I reached out to them a few weeks ago (specifically for the purpose of using them with Firefly III) this was their reply: > We regret to inform you that temporarily Salt Edge does not provide its services on the USA market.
now you know how I feel when I want to use some US bases service. in theory interactive brokers could link in my accounts but since I'm based in Switzerland this doesn't work. Sad. :)
Though in this case I’d likely lay the blame entirely upon the US banks themselves. For example, to my knowledge, Bank of America has no way to retrieve any of my transactions or data without letting an app impersonate me using my login information, which I’m not about to do.