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?