Desktop Personal Finance Software Recommendations? - eviltoast

Hey y’all,

I’m looking for a desktop personal finance software. I really liked firefly-iii, but I’m not running a server right now, and it’s a bit of a PITA to set up as a desktop app.

The biggest thing I’m looking for is the ability to automatically refresh transaction from my various accounts (using Plaid, FinTS, Wise, and Paypal), rather than needing every transaction and transfer to be entered manually.

Which personal finance software tools have the best integrations for that and/or are extensible to allow me to write my own scripts to fetch transactions from eg. Wise?

  • jaamulberry @beehaw.org
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    1 year ago

    Buckets is good. Does require some setup for automatic import. You can also use the simplefin bridge if you want something automatic. Does cost though if you go that route

  • noUsernamesLef7@infosec.pub
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    1 year ago

    I’ve used ledger on and off for a few years. I use it along with ledger-autosync to process the transaction files I download from Amazon, Paypal, and my bank. I haven’t gone so far as to automate the import of those files, I just download them manually, but it does support that.