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From the GitHub readme: Technologies Used Frontend React: JavaScript library for building user interfaces. React Router: Declarative routing for React. Tailwind CSS: Utility-first CSS framework for styling. Radix UI/Shadcn: Accessible UI components. Recharts: Charting library built with React. Backend / APIs React Query: Data-fetching library for React. Zod: TypeScript-first schema declaration and validation library.…
My biggest pain points were cleaning the account data, to make it suitable for import, and getting the appropriate prices so I can see the value of the accounts at any point.
My financial institution has two sets of downloadable CSV files - one for cash movements, one for stock transactions. They don't include stock symbols, just a "description" which occasionally changes. I'd suggest a plugin system where uploaded statements can be transformed first (depending on where they are from) into the common format your app imports. This would provide a useful point where people could contribute to the app.
Pricing is something I found hard too - I also use yahoo for current prices, along with a couple of other sources. Historical price ranges can be very hard to come by, at least for free and in easily accessible forms.
Earlier quoted context omitted.
> I am not willing to manually navigate a dozen banks' broken UIs to find their "download CSV" > My #2 requirement (a close second) is that the application must be running on my local PC. I will never accept a cloud-based web-app You're lucky you don't live in the EU since well then you are straight out of luck since the bank APIs are only available to commercial entities thus the software generally is in the cloud a…
Obviously the UK is not the EU... but Starling Bank offer an API that you can use to access your personal bank account. I'm sure Monzo and other neo-banks offer similar functionality.
Any recommendations for a privacy-focused app that can handle transaction splitting in ways other than 50/50? Or tracking accounts from multiple people in a household? Every app I've tried this is painful or unsupported.
I've developed an app for my own use (which doesn't look anywhere near as good visually!). My biggest pain points were cleaning the account data, to make it suitable for import, and getting the appropriate prices so I can see the value of the accounts at any point. My financial institution has two sets of downloadable CSV files - one for cash movements, one for stock transactions. They don't include stock symbols, ju…
even better than stock symbols would be if the whole world could agree to use ISINs (or even WKNs)
I've developed an app for my own use (which doesn't look anywhere near as good visually!). My biggest pain points were cleaning the account data, to make it suitable for import, and getting the appropriate prices so I can see the value of the accounts at any point. My financial institution has two sets of downloadable CSV files - one for cash movements, one for stock transactions. They don't include stock symbols, ju…
This feels like an MVP at best.
""" Prerequisites Ensure you have the following installed on your machine: Node.js pnpm Rust Tauri """ Sorry but all these languages and tooling just for a simple desktop application is a pass.
You do realize these prerequisites are steps to _build_ the application and that you can download the binary directly, right? Right?
Earlier quoted context omitted.
I don't know about Wealthfolio, but the import QFX/OFX/CSV/etc. into GnuCash has ways to reconcile that with transactions you've manually recorded/edited, which can be much richer than the bank or CC knows. (GnuCash also has a way to import via network access, but I haven't tried it.) (Example of richness: splitting am Amazon CC charge into the multiple expense accounts for the items that went into the order, and als…
That's exactly my problem. Assigning the purchase of a new computer mouse to the "Expenses:ITEquipment" account? Easy if you purchased the mouse at your local computer store and used your debit card. Just define a text pattern to make any purchase from that store go to the ITEquipment account and run it against the csv from your checkings account. Same purchase from amazon? Difficult, because you have two layers of i…