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GnuCash

gnucash.org

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Re: GnuCash

#71

Post by alfu »

viceroyalbean wrote: post #31

Does anyone have a good workflow for recording personal finances with this type of tool? My problem is that recording every single transaction becomes tedious, so I end up not doing it and the ledger gets out of sync, making it even more tedious to catch back up in a vicious cycle. I'm considering not tracking individual payments and instead just the total monthly changes so I at least have an up-to-date net worth ca…

I create most of my transactions with a script reading my bank and card statements. The description in the statements are usually good enough to map them to the correct account. I also added snippets to my editor for adding entries (I use a text-based accounting system).

Re: GnuCash

#73

Post by petesergeant »

I switched a while ago to MoneyDance which is a very similar paid app. It’s OK. I have a lot of Perl code sitting about for unfucking various bank transaction exports into OFX, and I wonder how people who aren’t programmers manage

Re: GnuCash

#74

Post by sundarurfriend »

chrsig wrote: post #62
hirvi74 wrote: post #55

Earlier quoted context omitted.

I recently ended my subscription for YNAB after more than half a decade of usage. I was grandfathered into the old price, but they took that away with the most recent price increase, so I could not justify staying. However, since I have quit, I have not found my habits to have changed. I think some part of the system is permanently burned into my brain. I am exploring my options with hledger, and it's been a neat exp…

oh, hledger does look pretty neat. If I were the only person involved in my budgeting, I'd definitely give it some serious consideration.

There's also beancount [1] which has a (local) web interface via fava [2].

[1] https://beancount.github.io/ [2] https://beancount.github.io/fava/

Re: GnuCash

#76

Post by chrsig »

ktta wrote: post #69
chrsig wrote: post #43

Earlier quoted context omitted.

I hated all of the advertising in mint. I recently started using ynab[0], which can also import balances & transactions from banks. It supports oauth and 2fa, which was nice for the reason you listed: I don't want to give my credentials to anyone, even a "trusted" vendor like intuit. It also has a rest api, which I haven't gotten to try yet, but stands out as a very nice to have feature for me. The downside is that y…

This might be just what you're looking for: https://www.monarchmoney.com/ Although I'm not sure how it compares to YNAB since I've heard good things about it too. What I like about Monarch is the nice UI, no ads, responsiveness and that the sync doesn't fail (often) like it failed (often) with Mint all the time.

That does look like just what I'm looking for. I'm going to have to give the 7 day trial a shot.

I like that it has investment tracking as well.

Agreed that mint was terrible with syncing. I don't know if it's improved at all in the last several years.

Re: GnuCash

#77

Post by [deleted] »

amaccuish wrote: post #65
atmosx wrote: post #53

Earlier quoted context omitted.

US banks support access via API and apps use to fetch data. European banks usually don’t do that, for security reasons.

Umm, in the EU due to PSD2, all banks must provide a standardised API: https://en.wikipedia.org/wiki/Open_banking

[deleted]

Re: GnuCash

#78

Post by zikani_03 »

manifoldgeo wrote: post #33

I'm an avid user of GnuCash. Last I checked, their mobile app was basically abandoned (around 2018), and it had no way to use a SQL DB, even though the desktop can use SQLite3, MySQL, and Postgres [1]. So there was no easy way to use desktop AND mobile in a shared way. So, I made a small companion app called gnucash-helper [2]. It's a Python/Flask web app for doing the very basics of GnuCash, i.e. entering transactio…

Nice! I have been using GnuCash for about a year now; moved on from an Excel workbook that got annoying to maintain.

Been thinking of an API/Web interface (or Telegram bot) to quickly save transactions - so it's wonderful to see you built something in that can help in that direction! Guess I can look at the telegram bot part now :)

Re: GnuCash

#79

Post by rushabh »

atmosx wrote: post #56
rushabh wrote: post #49

If you are looking for a modern free desktop accounting platform check out FrappeBooks - https://github.com/frappe/books . Version 1.0 is round the corner.

Looks nice. Does this tool support multiple currencies?

Not yet, you can add your comments here! https://github.com/frappe/books/issues/183

Re: GnuCash

#80

Post by KeepFlying »

neilv wrote: post #17

GnuCash can be a lot of work, but I've found worthwhile ways to use it. YMMV. I used GnuCash when I had a consulting business (including abusing the invoicing features for time-tracking), as well as for personal finances. Over the years, I keep experimenting with different ways to use it. At one point, I could even run a custom report to show how much I was saving by making coffee at home rather than picking up one e…

As a relatively new GnuCash user id love to hear how you made that coffee report. I'm struggling to customize reports right now so I'm really curious how you'd do something like that.

Also for Fidelity I've been struggling to track all the dividend and various random automatic transactions that happen (incl. ESPP, Stock Awards, etc). How do you manage that so it feels easy? I'm sure I'm just missing the right way to import or something. Id love to learn

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