Inspired by a comment on my last post.

I feel like I never have a solution that allows me to control it while also being automated to such a degree that I don’t have a huge confusing backup if I don’t do finances for days or weeks.

  • tburkhol@lemmy.worldEnglish
    22·
    9 days ago

    This won’t help you, but I want to brag. I started using Quicken to track my finances at the turn of the century, back when it was all local storage. Quicken 2012 was the last iteration that used http (not https) to update stock prices. When they discontinued support, I captured the interaction and deciphered the formats. Wrote a proxy to intercept the request, look up the security info, and send back the data.

    So, I self-host quicken.com. It’s saved me having to update Quicken or submit to their subscription model.

      • tburkhol@lemmy.worldEnglish
        5·
        9 days ago

        Super easy, as it turns out. I run my own DNS and web servers, so I pointed quicken.com at my web server to capture the request, then used curl to capture the response. Both turned out to be plain ASCII, request like

        stk.1=SMCI;.2=NVDA;.3=INTC;

        as POST data, and responses like

        qwin.quotes.ASTM.symbol 4 ASTM
        .last 7 18.7400
        .time 10 1573074000
        .time.str 5 16:00
        .change 6 0.4000

        plus a whole slew of other optional fields for fundamentals, dividends, etc. It was a simpler time on the internet, when no one cared about leaking data and companies didn’t care if a handful of geeks reversed engineered their data structures.

  • mbirth@lemmy.mlEnglish
    5·
    9 days ago

    I’m waiting for Actual to support multiple currencies. Until then, as an Apple user, I’m using iFinance which works on all my platforms.

  • bolapara@lemmy.mlEnglish
    5·
    9 days ago

    I use hledger mostly because of the plain text format. I came from YNAB as well but I just hated how you couldn’t easily undo changes or see when you made a change, etc. This is so easily to track changes and you can add comments explaining your reasoning around things and you can keep everything in source control so you have all the power of that as well. Not for everyone but if you’re a programmer or just comfortable on the command line it’s great.

  • MTK@lemmy.worldEnglish
    4·
    8 days ago

    Firefly III

    Amazing, really hit’s the spot of fully featured but a tool and not a new system you need to learn

  • abeorch@lemmy.mlEnglish
    4·
    9 days ago

    Id love to find a #creditunion that supported #openbanking and offered API access to my data so I could easily download it and use it with Actual or FireflyIII. I think working with a credit union to build this feature would be a great open source project.

  • sugar_in_your_tea@sh.itjust.worksEnglish
    2·
    9 days ago

    Actual Budget, because it supports SimpleFIN to import my transactions.

    It’s still not “automated,” but I have a lot of rules now so it’s getting there.

    I’m not super happy w/ how it works, but I’m too lazy to do anything about it. Maybe I’ll end up adding SimpleFIN to something else, idk.

  • Pax@lemmy.worldEnglish
    2·
    9 days ago

    Actual has been working fine for me. Supports all the family’s banks and credit cards I import manually.

  • cyberwolfie@lemmy.mlEnglish
    2·
    9 days ago

    I use ledger. I have not automated so much outside of autocomplete macros in my text editor, but it doesnt’t take too much time and forces me to look over my spend, so I like it. I will eventually attempt to build some kind of Dash-application for visualisation of the output, but have only started on the parsers so far.

  • AustralianSimon@lemmy.worldEnglish
    1·
    7 days ago

    We do excel roughly but invest our surplus.

    I have a bunch of we scrapers that check for items on sale and for certain ones trigger purchase and others send me an alert.