The biggest hurdle for me with these tools is CSV import - banks are so crappy with them. If only we had a universal banking API system that all these tools could tap into. "Challenger" banks like Monzo and N26 and so on could unite behind a form of OAuth for banks that would kick ass.
Looks nice. I am already very invested in YNAB at this point but this looks impressive. I’ve learned that I need automatic syncing for budgeting, otherwise I slowly give up because inputting transactions from multiple sources can be too time consuming for me. I’ve read that many people are the opposite and rely on manual entry for accountability but in my case a quick glance once or twice a week to reconcile my budgeting tool with spending accounts is all I need.
Would be cool if this was mashed up with "Build your own Mint" <a href="https://github.com/yyx990803/build-your-own-mint" rel="nofollow">https://github.com/yyx990803/build-your-own-mint</a>, which leverages your own dev account on Plaid and pushes data to google sheets. It lacks a UI for analysis though, which this project here does nicely.
Has anyone tried CoBudget in their organization?<p><a href="https://github.com/cobudget/cobudget" rel="nofollow">https://github.com/cobudget/cobudget</a>
I've been developing something very similar myself, with Rails also! I don't have any plans to open source it at the moment, but I might at some point.<p>Yours definitely looks far better than mine, UI-wise! As I'm only one person, and I don't have much time to dedicate to mine, I've just done some basic styling of tables, etc. so that it'll work on mobile with relative ease. However, it's something that I can progressively work on.
Claiming "self hosted" or "self-hostable" is a bit weird without a Dockerfile being provided, I think. That's not a mean-spirited comment, I just think most people would expect it as it's the standard for relatively quick and easy deployment (in my case for testing).<p>If you're one of those people you might appreciate the hint that someone has made a Dockerfile, it's just not merged yet.<p><a href="https://github.com/filipeforattini/ontrack/blob/develop/Dockerfile" rel="nofollow">https://github.com/filipeforattini/ontrack/blob/develop/Dock...</a>