Up to now I enter receipts by hand into a spreadsheet and cross-reference everything to my bank statements. Is there a Linux program that’ll let me download a bank statement and then intelligently categorize different entries on my bank statement? Or allow me to manually categorize entries? No spyware or intrusive software.
I have used GNUCash for maybe a decade (sounds impossible to me) but it’s actually difficult to get much out of it for all the data one puts in. I’m in the XML data store I think, so maybe the SQL data implementation is better.
The graphs are ok and correctly setting up sub accounts as virtual envelopes within your normal account for your current account allows you to replicate the buckets/envelopes/spaces in, say, Starling bank (UK bank which sells its software to other banks as hussle).
I’m looking to set up something like Actual Budget (server) going forward.
I use Buckets . It’s a small 1 person freeware, dev asks for a 30 dollar one time donation but it isn’t mandatory. It’s based on the software and idealogy of ynab which enshittified several years ago. The learning resources of ynab should be mostly compatible but I haven’t looked at it in a while.
It interopts with simplefin, an open source tool that reads your bank transactions and gives read only access to buckets. It costs 10dollars per year to use their servers. It creates some annoying quirks that is mostly the fault of my bank but its passable. The app can also take csv files if you would prefer (which most banks allow you to export).
I use firefly-iii. You can setup rules and import from csv files. I even have it integrated with enablebanking so it is fully automatic.
There are also mobile apps that will work with your own server.
MoneyManager EX. It is the closest FOSS application I’ve seen to Quicken. Imports bank statements, catagorize different expenses, monthly budgets . .
Linux, Windows, Android, iOS versions all available.
I manually add receipts from my partner and myself to a CSV file, too. I have a custom R scripts to calculate the monthly contribution. This way we can see who paid more/less each month and needs to componsate.
In the future I want to plot graphs to see how we are affected by inflation over the past years.
