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Self-hosted Personal Finance Suggestions (sh.itjust.works)

submitted 1 year ago by Eezyville@sh.itjust.works 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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[–] k4j8@lemmy.world 3 points 1 year ago* (last edited 1 year ago) (1 children)

I can share the script on GitHub if anyone is interested. Among other things, it converts funds to their value at the time of the transaction and adds additional transactions to reflect capital gains and losses. This allows Metabase to accurately report net worth over time.

[–] Mohamed@lemmy.ca 2 points 1 year ago

I am definitely interested.