What financial tool do you use to manage personal finance
I'm looking for something like Personal Capital or Mint but would prefer open source, offline first version instead. Curious what the HN crowd uses
I don't have a lot of sources and GNU Cash had a problem with importing my bank's output XLS files. So every three months (quarter) I copy paste my transactions into an excel sheet. I have one account that I use for unimportant and small transactions. So all the small transactions get separated from the main accounts which I track meticulously. I categorise transactions and I know exactly how much money I've spent on all the different categories.
It's not offline or open source but I love Qube Money. No transactions to import because you choose category to spend from before you can swipe your Debit Card. For regular bills I still use a separate account/CC but this has allowed me and my SO to spend a lot less time budgeting.
I was using a xls that I’d plug csv exports from bank into but wife wanted an actual product so we now use youneedabudget (YNAB) - it does the same thing but looks flashy and has a mobile app
I have used Gnucash for years now. I import my bank statements on a periodic basis and code the transactions from there.