HACKER Q&A
📣 xupybd

What personal finance tools do you use?


I've been using YNAB(6 months) after having used HLedger(2 years). HLedger was beautiful, I really loved budgeting that way. There were fantastic tutorials on how to do envelop budgeting. The lead developer helped fix bugs instantly. There was a tool that let me import my OXF files from the bank. It was a dream.

However I got married and merged finances, so I needed something a bit more user friendly to give my wife access to our budget. YNAB is well it's slow and dogmatic. I don't mind dogmatic but the way it rolls months annoys me. Couple that with a clunky slow interface and I'm done with YNAB.

What do you use to for your personal budget?


  👤 yrezgui Accepted Answer ✓
I've been using LunchMoney for more than six months now and couldn't be happier: https://lunchmoney.app

It's a simple yet powerful budgeting tool. YNAB always look overcomplicated and unfriendly to me


👤 palencharizard
I recently simplified and starting using Google Forms.

I created a form with name (text), amount (number) and category (dropdown), then opened it in my iPhone's browser and added it to my homescreen. Whenever I make a purchase, I tap the icon and up pops a blank form. Takes me no more than 10 seconds to fill out.

You can link the form responses to a spreadsheet, and from there I can categorize and aggregate with this raw data any way I want. Next step is to create some graphs on the spreadsheet and add that view to my homescreen, so I can see how much budget is remaining in a month.

I've grown tired of budgeting tools that try to link your credit cards, etc--authentication maintenance is never the smoothest, and things are more detailed than I need them to be. Best thing about this method is that I have the raw data to work on, and I can adjust my data visuals easily as my needs change (it might also be cool to one day do large aggregates over, say, 10 years of personal spending)


👤 gkbrk
I use a plaintext double-entry system now. Wrote a small Python script to parse it as well. I put the code up here [1].

Before that, I was using SQLite with a shell script for a while to keep track of my expenses, code here [2].

[1]: https://github.com/gkbrk/scripts/blob/master/ledger.py

[2]: https://www.gkbrk.com/2019/04/plaintext-budgeting/


👤 triyambakam
Google Sheets but I've been wanting to move to a plain text solution, however my Google Sheet is now nearly 7 years old, so there is so much good data there and I feel more and more locked in

👤 sloaken
I have always been good with my money. When I married I merged our accounts. Finances became a disaster.

A few years ago we had some major life changes. At that point I set up more accounts. My wife is on all accounts, but she has a PRIMARY spending account, which although I am on the account I never use. We put money into it regularly. Since she does most of the shopping that is where she spends from. I have a separate account for the mortgage. Another account for charge cards, cash and utilities.

By physically separating the money I have not had a late mortgage payment. My wife has freedom to spend without guilt. And we are finally saving money.

Your mileage might be different.


👤 sanjeetsuhag
While it's only available for iOS/iPadOS/macOS, I can't recommend Debit and Credit enough: https://debitandcredit.app/

It's a very straightforward application for logging, categorizing your transactions. The UI is clean and simple, the features like Budgets/Plans/Scheduled Transactions are great, the visualization features are meh, but I don't use them that much. Another great thing is how easy it is to reach out to the developer. I've personally asked for a feature through Twitter and had that patched in within a week.


👤 2rsf
What exactly do you need out of your tool ?

Do you want want to track daily expenses ? only big expenses ? check balances across multiple accounts ?

Personally I get along fine with a spreadsheet and a wife who is into finance professionally.


👤 Maha-pudma
Libre office Calc, and pivot tables.

I have set everything up so I can just copy and paste my banks export straight into a sheet, pivot tables on the next sheet.


👤 senjindarashiva
I've been using buckets: https://www.budgetwithbuckets.com/ for a couple of years after moving away from YNAB. I find that it's fairly similar to YNAB with better handling of rolling over data from month-to-month and the fact that it's not a subscription is very comforting.

👤 jcp2fa
Rolled my own system using email purchase notifications, zapier, and Google sheets: https://medium.com/swlh/how-i-got-control-of-my-spending-wit...

👤 yulaow
I just use two excel (or to be more precise, Libre Office Calc) pages. In one I put all the expenses divided by month, than type. Each one has a short description

In the other I plot graph of the data in the first page, In particular graphs covering each month, each year and last 5 years.

Never needed anything else


👤 fiftyacorn
I gave up on budgeting apps as I felt I knew roughly how much was coming in. as long as I kept on top of prices on insurance, electricity,... Then that's about as good as I needed

I did use buckets when trying to budget. It's the same as ynab but not online


👤 rocketpastsix
YNAB is my main tool for the job.

👤 cpach
I’m in the same boat, would love a convenient tool for a married couple with shared economy. I’ve heard that YNAB is good but that it’s not so convenient for the use-case of a household.

👤 ztc
Mint for tracking spending and M1 for investments

👤 4d66ba06
Goodbudget for personal spending

Neobudget for shared stuff


👤 mijndert
An Excel spreadsheet.