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Self-hosted Personal Finance Suggestions (sh.itjust.works)
submitted 2 years ago by to c/selfhosted@lemmy.world
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So way back when I used to use Mint.com to help me manage my finances. It worked great until Intuit bought them, ended the app, and redirected their customers to CreditKarma. I hated getting spam messages and haven't used a personal finance app for years. I finally set up ActualBudget and it great for budgeting but I want to keep track of investments, retirement holdings, property, and things outside of the monthly budget. I don't think ActualBudget does that. Are there any self hosted projects that helps me keep track of stocks, property, and other assets?

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[–] 40 points 2 years ago* (5 children)

Actual budget does do that! You can tie it to automatically import transactions via SimpleFIN.

https://actualbudget.org/docs/advanced/bank-sync/simplefin/

Some things you'll need to manually do, like real estate valuations.

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  • [–] [S] 6 points 2 years ago (2 children)

    So that actually doesn't do what I want. It will record buying and selling of securities but only as if it were like making purchases or payments in a credit card or bank account. It doesn't keep track of the value of the security or any other asset. For example, I have a Roth account and it has a couple hundred shares of an index fund in it. Actual will only show that I spent several thousand on that index fund (listing it's name in the notes) but not the number of shares I bought and at what price at the time of purchase. I won't be able to track gains or losses for each security, only as a whole of the entire Roth. Actual doesn't do what I want it to do and I don't know enough TypeScript to contribute.

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  • [–] 2 points 2 years ago

    I think this probably still won’t do what you want, but actual-helpers has a script that will track the balance of an investment account. It won’t track shares or funds separately or anything, but it could maybe be enough if your goal is just net worth tracking?

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