Finance / Investment self-hosted apps? - eviltoast

I’ve been really lazy with keeping track of my money over the last few years. I still use personal capital (now empower)'s dashboard, but it’s not self-hosted and they can be pretty aggressive with their marketing.

Previously, I was using Beancount + Fava to track all of my money, including investments. Every time I think about updating my ledger and importing the last several years of transactions, it just feels overwhelming and I put it off again.

I’m still a fan of plain-text-accounting, but importing a large number of transactions always feels cumbersome.

I tried Firefly-III briefly, but it didn’t support investment tracking. I also saw Ghostfolio for the investment side, but haven’t tried it yet and it seems to only do investments.

My wishlist of features is below, are there any self-hosted/oss finance apps that would meet most of these?

  • self-hosted
  • import via csv at minimum, ideally support for yodly/plaid/some other bank syncing api
  • support for regular accounts (checking/savings), credit cards, and investment accounts (stocks, 401k, etc)
  • misc. asset tracking like for a car or house
  • mobile app or mobile-friendly web view
  • local llm support for categorizing transactions and fixing merchant semi-automatically
  • multi-user support - not required, but it’d be nice if my partner and I can use the same app but still have our own private accounts too
  • tags or some other way to group expenses together (like all expenses related to a trip)
  • good reporting
  • bonus: support for custom reports/calculations like “If i retired next year, how much money would I have per month?”

Alternatively, what do you all use for this type of thing?

  • dbtngEnglish
    2·
    15 days ago

    I’m sure the services provided by my bank aren’t quite up to what you are expecting from this list.
    But … they all seem to be there.
    I bank with First Interstate. It’s a small-ish bank in the NW. I know this sounds surreal, but their website doesn’t push anything at me but good advice.
    I run all my other accounts from them. Track all my expenses, categorize them, execute changes if I need.
    But that’s totally not what you asked for. :]

    • johntashOPMEnglish
      2·
      15 days ago

      My bank (credit union) actually has a decent transaction tracking service too. It even lets you add other external accounts to it.

      It’s honestly not bad and probably similar to the one you’re using. My main concern is wanting to move that data to something local instead of relying on the bank’s interface. For example, some (or most?) banks don’t let you get your entire account history and limit it to the last X years instead. And if I ever move banks, I don’t want to start over and lose historical data.

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