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finance management software suggestions (lemmy.thewooskeys.com)
submitted 1 week ago by mike_wooskey@lemmy.thewooskeys.com to c/foss@beehaw.org
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I used to use Quicken long ago but have been using Moneydance for many years to manage my personal finances. But Moneydance is propietary software and I prefer FOSS now. What's your preferred finance management software?

Thing I need it to do:

  • manage different accounts (common types are banks, credit cards, loans, assets)
  • have basic reporting (e.g., categorized expenses per time period)
  • preferably uses tags
  • export or copy reports or data - could be excel or csv or something that can be pasted or imported into spreadsheets
  • self-hostable with a web app

I'm not a fan of software that's budget-focused. I don't mind it having some budgeting functionality, but I don't want opinionated software to force me to manage my money a certain way. I just want felxible software to help me manage my software how I want to manage it.

I'm wary of source-available/freemium/dual-licensed/open-core licenses. It can't hurt to suggest such apps if you like them and I'll take a look, but I think it's not likely that I'll buy into that philosophy.

So what software do you use and like?

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[-] Corbin@programming.dev 2 points 4 days ago

Like @devtoi@feddit.nu I use plain-text accounting (PTA) to manage a few bank accounts, including small businesses. In my case, I'm using hledger. Every time I get a receipt, invoice, or statement, I type it into a text file. My bank gives me CSVs which are easy to import. Reports are done with a few commands; repeatable reports are done by saving commands to a shell script. hledger comes with builtin tools for monthly reports, BSE, currencies, pending invoices, closing/opening new years, and those are merely what I recall using recently.

[-] mike_wooskey@lemmy.thewooskeys.com 1 points 3 days ago

Thanks for the suggestion. I'm looking for a web-based solution, but this is the 2nd CLI suggestion and it's starting ti intrigue me. I may look into it.

this post was submitted on 31 Jan 2025
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