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Firefly III: A free and open-source finance manager

255 点作者 yessirwhatever将近 3 年前

23 条评论

toyg将近 3 年前
Looks good but the real problem, as for 90% of similar programs, is the volume of necessary data-entry. Paid-for options like YNAB, nowadays, can fetch transactions from many mainstream US/EU banks and credit providers. Without that sort of feature, it's a real drudge to keep up entering every single expense.
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kailanb将近 3 年前
I recently discovered PocketSmith[0] which is not free nor open-source, but I have found it to be the easiest to keep up to date. It automatically pulls transactions from most banks and credit providers, which I&#x27;ve been unable to replicate with other solutions.<p>[0]: <a href="https:&#x2F;&#x2F;www.pocketsmith.com&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.pocketsmith.com&#x2F;</a>
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sirsinsalot将近 3 年前
I applaud the effort, but sometimes think apps like this when they promote self-hosting should have a mode of installation and operation that acts more or less like a desktop application.
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ashton314将近 3 年前
<a href="https:&#x2F;&#x2F;moneywell.app" rel="nofollow">https:&#x2F;&#x2F;moneywell.app</a> is still my favorite: event-based budgeting, automatic transaction import, buy-once run-locally forever. It’s perfect. macOS only unfortunately but I highly recommend.<p>Edit: not a shill, just happy. :) The killer feature for me is the event-driven budgeting: you load in your expenses and note when they occur, and MoneyWell figures out how much to allocate to the corresponding envelope automatically. So nice. Anyone else know of another PF system that does that?
yessirwhatever将近 3 年前
Previous HN Thread [2020]: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=20916920" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=20916920</a>
anthropodie将近 3 年前
Another finance manager recently open sourced <a href="https:&#x2F;&#x2F;actualbudget.com&#x2F;" rel="nofollow">https:&#x2F;&#x2F;actualbudget.com&#x2F;</a>
xthrowawayxx将近 3 年前
This is great! I&#x27;ve been using Firefly III for years. However it consumes a good chunk of time to keep up to date at a line item resolution with many cards and accounts across countries as I&#x27;ve not automated any of it.
candiddevmike将近 3 年前
If you&#x27;re looking for budgeting like old YNAB and a general household management solution, checkout Homechart: <a href="https:&#x2F;&#x2F;homechart.app" rel="nofollow">https:&#x2F;&#x2F;homechart.app</a>
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kkfx将近 3 年前
Honestly seems a bit confusing to me...<p>The dashboard is a bit configurable, ok, so I can cut things I do not want but a default with just balance&#x2F;all translations scrollable, the latest visible&#x2F;stock option with mean price paid and actual value, optional widgets for other financial means (raw materials and their value, currencies etc) would be far nicer than a big load of graphs...<p>Ease to add transactions is not much a thing since at least personally all must come from external sources like bank exports in ofx&#x2F;qif&#x2F;<i>sv etc with manually just tagging, description etc and a merging feature for upcoming transactions when the date is due to merge them with the actual new entry from the bank, so better import&#x2F;export (i.e. woob integration for banks who do not offer exporting) would be very nice.<p>Generally graphs are nice but data in tabular form + operations on such tables are much more useful, especially if can be done with a programming language like &quot;hey, that&#x27;s the table, now you can generate new ones with some query language and lisp&#x2F;python&#x2F;</i> as you wish, just add a &quot;programmed entry&quot; and you get input in <i>sv form for code, SQL-alike for query DSL, output view as a table for </i>sv data or graph or raw at your option.<p>Surely the last paragraph might not appeal end users, but a user who self-host likely use&#x2F;can use&#x2F;dream such features...
erulabs将近 3 年前
Firefly III is excellent - there was a lot of excitement for Actual budget the other week (which is also excellent) but firefly has been a solid self hosted finance tool for years.<p>We have a one click installer for kubernetes over at <a href="https:&#x2F;&#x2F;kubesail.com&#x2F;template&#x2F;erulabs&#x2F;firefly-iii" rel="nofollow">https:&#x2F;&#x2F;kubesail.com&#x2F;template&#x2F;erulabs&#x2F;firefly-iii</a> if anyone is interested in self hosting this!
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funnym0nk3y将近 3 年前
Unfortunately Firefly is not really a double-entry bookkeeping system. There is a differentiation between source and destination accounts (called expense and revenue) which makes reverse transactions a pain. I pay 100€ for furniture in May and return it in July. Now I can either create the furniture store as both source and destination account or delete the first entry. Both is equally bad in my opinion. I think a much better solution would be to differentiate between my accounts and 3rd party accounts.<p>Also, what I was struggeling with (and not only in Firefly, but all budgeting apps) was the sometimes significant delay between the purchase and the bank transaction. In addition there is the issue with split transactions from imported transactions. Basically manual data entry is too much work and automated data entry is too faulty. I roughly sketched a process in my head which could solve that.<p>It basically disinguishes between manually added information and bank information. Both is stored and then combined to one transaction. This closes the gap between the bank domain and the &quot;user domain&quot;.<p>1. Let the importer bring in all the bank transactions with the date, the transaction is executed. Display on the right.<p>2. On the left there are manually entered transactions, possibly with split transactions.<p>3. Now you make matches.<p>4. If there is no manual entry, you can add some information like splitting the transaction, add a date you did the purchase, etc. by clicking on the bank transaction.<p>5. All the above could be automated by rules. Like making matches, giving it a pretty name, assigning a category, etc.<p>6. Last step: Manually sign off all the matches. If a time period has only signed off transactions it gets a &quot;true&quot; designation otherwise a &quot;preliminary&quot;.<p>Happy to hear about your thoughts on that!
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muznar将近 3 年前
I literally had to reinstall this to a new free instance on Saturday after getting my instance deleted accidentally.<p>I have been tracking and exporting backups of my finances using Firefly since 2020. I am young, my finances are nothing fancy, they are mostly credit card purchases, my salary, and my rent.<p>I love the flexibility of personally serving this on a dedicated server. Similar to the other commenter it consumes a lot of my time too. I tried to automate by writing small custom shortcuts in Apple Shortcuts for repeated things like posting a grocery purchase. Firefly has a comprehensive API, I have widgets on my homescreen showing my credit card balances at all times etc.<p>I like knowing how much I spend on grocery each month, how much I spent clothing last year vs this year, the effect of having a Costco membership. It is fun and I am sure in the next 10 years it will be so much more interesting looking at data from early years.
morganvachon将近 3 年前
I guess I&#x27;m really old school but I just have a spreadsheet for my budgeting, with formulas and charts I&#x27;ve written and maintained over the last 25 years. It&#x27;s gone from old Microsoft formats (xls&#x2F;xlsx) to ODS, to Gnumeric, back to ODS, and now I use Apple&#x27;s Numbers since I have a Mac and an iPhone, and iCloud web works on pretty much any device with a browser I might have in front of me. If I do ever feel like ditching my Mac and going back to an open source OS, I can just export it to ODS again and all my formulas and tools transfer over (I don&#x27;t use anything proprietary from Numbers, though color fills don&#x27;t always match right up).<p>I am salaried with weekly payout, and so I have a weekly chart for where my money goes on payday (bills&#x2F;loans&#x2F;cards&#x2F;savings), an amortization schedule for each account that allows me to see how extra payments will affect the payoff and interest, and a brainstorming sheet for planning future large purchases (cars, maybe a bigger house one day). I can do pretty much anything with this that I could with Firefly III or a paid solution, but (for me at least) this is less hassle and my data stays between me and Apple&#x27;s iCloud server; I trust them enough with that basic data to not bother with maintaining and securing a VPS just to balance my budget.
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henrydark将近 3 年前
Is double-entry still needed?<p>I feel that it muddles storage logic with business logic. If it&#x27;s an error-detecting raid1 storage system, can&#x27;t we just use raid1 storage configurations separately from the application?
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aftbit将近 3 年前
I currently use Mint by Intuit. I hate the new UI, the constant ads, and the amount of trust I have to give them (with my bank credentials). I would love to self-host something else that can auto-import all of my transactions. I&#x27;ll have to check out Saltedge and Nordigen. I might also write my own Plaid API integration. Just as much trust though...<p>Open banking data APIs sounds like an easy win for regulators, but probably the Intuit lobby would oppose that.
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wolverine876将近 3 年前
Are there FOSS libraries that handle common financial functionality and do it reliably? Are these FOSS applications all reinventing the wheel?
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balaji1将近 3 年前
how do Firefly or ActualBudget and the like compare to something like hledger?
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XorNot将近 3 年前
When I tried this after importing data and setting things up for a bit through the web UI, I somehow managed to get the database into an invalid state and it broke.<p>For finance, you need simple and obvious recovery and this just doesn&#x27;t have it.
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jendnd将近 3 年前
This project is great, but damn it slows down with just a few years worth of data. :(
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xupybd将近 3 年前
Very impressive tool.<p>I&#x27;ve always used the approach of allocating spending before it&#x27;s spent. I&#x27;ve not attempted expense tracking. Has anyone got experience with it, and an opinion to share?
spicyusername将近 3 年前
I would love to explore something other than Mint, but having 100% of the data collection automated is so nice.
__michaelg将近 3 年前
Side note: If you need to say this:<p>&gt; (click on the icons for more information)<p>then you almost certainly have an unintuitive design and know it, but instead of fixing it you just doubled down on it.
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Karawebnetwork将近 3 年前
It seems like someone or something has crashed the demo.<p>It outputs an error log.<p>Whoops! An error occurred. Unfortunately, this error was not recoverable :(. Firefly III broke. The error is:<p>Could not save preference: SQLSTATE[22001]: String data, right truncated: 1406 Data too long for column &#x27;data&#x27; at row 1 (SQL: update `preferences` set `data` = [{&quot;ip&quot;:&quot;00.000.00.00&quot;,&quot;time&quot;:&quot;2022-05-30 20:02:06&quot;,&quot;notified&quot;:false},{&quot;ip&quot;:&quot;00.000.00.00&quot;,&quot;time&quot;:&quot;2022-05-30 20:02:10&quot;,&quot;notified&quot;:false},{&quot;ip&quot;:&quot;00.000.00.00&quot;,&quot;time&quot;:&quot;2022-05-30 20:02:15&quot;,&quot;notified&quot;:false},{&quot;ip&quot;:&quot;00.000.00.00&quot;,&quot;time&quot;:&quot;2022-05-30 20:02:16&quot;,&quot;notified&quot;:false}, ...<p>My IP was in the list.<p>Let&#x27;s just say it is hard to trust a piece of software with my financial data after this.<p>(I changed all the IP addresses for 00.000.00.00 to preserve some anonymity.)
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