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?
One thats under active development but getting more and more insteresting would be https://maybefinance.com/ – a Rails app. It supports investments and stuff which seems rare. For import they appear to double down on Plaid, which appears to also do a Europe thing which was recently added, however CSV is also supported
I’ll check this one out. I don’t see any documentation on it so I don’t know if they can sync with my banks.
at least the recent (non-release) docker image should have plaid support for that. It appears to require a few environment variables. Have not yet “plaid” with that but might do so soon.
Oh and for stocks, it is bound to their Synth thing, 1K request are free per month (not all of my etfs are listed atm tho). The synth api key also goes into the env. (which confuses me right now as it also is an input field in the app, dunno but works)