Self-hosted & automated budget software to replace Mint.com? reddit / selfhosted ---------------------------------------------------------------------- DasKraut37 · 2023-11-30 19:46 The best things about Mint.com were that all transaction were automated, and it “learned/remembered” how to categorize things. Are there any self-hosted personal finance apps out there that can do those things? I’m assuming the automated transactions importing is going to be the biggest hurdle, but is also one of the most important for me personally. ---------------------------------------------------------------------- Legitimate_Farm_3095 · 2023-11-30 20:00 https://www.reddit.com/r/selfhosted/search?q=budget&restrict_sr=on&inc lude_over_18=on&sort=relevance&t=all ---------------------------------------------------------------------- DasKraut37 · 2023-11-30 20:03 Yeah, thanks. I did that as well. But I get lost in a sea of comments especially from people who don’t answer questions directly and make all kinds of assumptions. I’m just looking for some personal experience recommendations without having to spend the rest of my life scanning comments that can often have little to no relevance in regards to my specific question. You guys need to chill on the downvotes and answers like this. It’s cool if you don’t want to answer or assume that I already didn’t go searching myself, but just scroll on. Someone out there might actually have valuable input. ---------------------------------------------------------------------- Legitimate_Farm_3095 · 2023-11-30 20:11 > Yeah, thanks. I did that as well. if you actually did that you would have had your answers > You guys need to chill on the downvotes and answers like this. lol ---------------------------------------------------------------------- Chemical_Honeydew394 · 2023-11-30 20:25 [https://www.reddit.com/r/selfhosted/search?q=budget&restrict\_sr=on&i nclude\_over\_18=on&sort=relevance&t=all](https://www.reddit.com/r/sel fhosted/search?q=budget&restrict_sr=on&include_over_18=on&sort=relevan ce&t=all) ---------------------------------------------------------------------- DasKraut37 · 2023-11-30 20:27 🙄 ---------------------------------------------------------------------- h4ckfisch · 2023-12-01 10:02 I like Actual Budget! It is more of a YNAB. ---------------------------------------------------------------------- theBird956 · 2023-12-01 17:56 I use Firefly. There is nothing like "automated learning" but you can define rules that automate a lot of things like rewriting descriptions, setting categories and budget. I manually import a CSV when I need to and haven't tried importing for one of the services included in the importer, but that's because I don't want to give my info to a third party (the main reason why I self host my finance software) If you don't want to host something on a server, you can try HomeBank. It's pretty complete and easy to use. It's been a while since I used it, but I think the automation in it is a bit limited compared to Firefly, but it does the job pretty well. https://www.gethomebank.org/en/index.php ---------------------------------------------------------------------- DasKraut37 · 2023-12-01 18:01 This is incredibly helpful, thank you! ---------------------------------------------------------------------- Global_Shock_1511 · 2023-12-02 02:19 I also use Firefly. It's up to date, the dev working on it is awesome and the software works very well. I recommend. ---------------------------------------------------------------------- DasKraut37 · 2023-12-02 02:46 Thank you both very much. I might give it a try. Curious! ---------------------------------------------------------------------- DasKraut37 · 2023-12-02 02:48 Oh that’s cool. I’m not really in need of strict budgeting right now, I basically used it on Mint to just guide me on making decisions about spending… but I barely check it. I really just want my transaction automatically tracked, and to be able to have them sorted/tagged. ---------------------------------------------------------------------- emperorralphatine · 2023-12-25 16:07 this is my challenge. I am fine with money, budgeting and paying bills...and I am just an average joe with no substantial net worth, I am just lazy (or, if I want to be less negative - "I have more pressing concerns than this". haha mint is more or less an RSS feed for my cc spending and various bank accounts/investment accounts. I like how mint just "connects to almost anything" with plaid or otherwise and I can just see all my cc balances at-a-glance in addition to all my other accounts. I have caught a few strange charges that I have ended up disputing that I wouldn't have noticed if I had to log into the various cc apps every time to check. My credit union offers this feature in their app, somewhat, but mint just feels better. may I ask what you switched to, if you have already? ---------------------------------------------------------------------- DasKraut37 · 2023-12-28 04:11 I’m trying to figure out Firefly3 right now. But I can’t seem to find out how to get the automated transactions yet without paying a fee, and it seems like it was built for folks in Europe, which I am not (in terms of the services that can connect to the automated transaction services). But even when you download transactions from Mint, they screwed it up so you can line breaks where there shouldn’t be any, and they use a problematic date structure. It’s been a large pain in my ass even just getting this export cleaned up. I’ll try to remember to check back in once I have it figured out though.