Earlier quoted context omitted.
>YNAB I've fallen behind on keeping it up-to-date, but I feel I ought to plug anything self-hostable: https://actualbudget.org/
This is the big pain-point for me with self-hosted budgeting software. The corporate players in the space can jump through the security hoops and integrate with Plaid, but if I wanted to automatically pull my own data into the single-user budgeting tool I host entirely on my own network I need to pass the same security checks as a full-on fintech startup. Currently I enter transactions manually, but manually reviewin…
You can "solve" this by throwing your PDF statements at llms and having them extract the transactions. Has privacy implications if you use hosted llms of course.
As for self hosted accounting/budgeting software, IMO Beancount is the best by far: nothing to host, just text files.