Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

transaction sync: Plaid webhook? #3

Open
dckc opened this issue Nov 28, 2019 · 3 comments
Open

transaction sync: Plaid webhook? #3

dckc opened this issue Nov 28, 2019 · 3 comments

Comments

@dckc
Copy link
Owner

dckc commented Nov 28, 2019

web hook works

doesn't actually send transactions. just a notification

hmm... fetch transaction info to browser localStorage? (which dev / project aimed to do that?)

GnuCash assumes exclusive access to DB

so a webhook couldn't do anything without a restart

mmex - maybe?

mmex: pro

  • kinda simple like Quicken; mature (snap installation, ...); held up to quite a bit of trial usage
  • sqlite3 DB
    • TODO: test whether the app allows updates by other clients
  • cryptocurrency support

mmex: cons

  • categorizing a bunch of transactions involves bringing up the Edit Transaction dialog for each one. Keyboard navigation is awkward at best; I think the mouse is required for OK
  • only 2 levels of categories
  • no classes? but I did see custom fields

mintable - so close!

https://github.com/kevinschaich/mintable
kevinschaich/mintable#36

not sure how to do double-entry accounting in a spreadsheet anyway

found via https://github.com/topics/personal-finance

LedgerSMB - overkill

The transaction page looks more like an invoice than a check register item

Moneygo - not there yet

I struggled with basic usage.

@dckc
Copy link
Owner Author

dckc commented Jun 11, 2020

tried gnucash mobile... nope.

  • account import: no, not csv
  • transaction export: desktop got confused about accounts. sigh.

@dckc dckc changed the title Plaid webhook transaction sync: Plaid webhook? Jun 11, 2020
@dckc dckc transferred this issue from dckc/madmode-blog Dec 31, 2020
@dckc
Copy link
Owner Author

dckc commented Apr 29, 2021

yay! https://github.com/rotki/rotki

p.s. no, rotki is not the answer. why was that again? IOU

@dckc
Copy link
Owner Author

dckc commented Sep 22, 2021

Lunch Money: really nice, but not double-entry accounting

After several months of work, I'm trying out one of these DeFi savings accounts (Anchor). To get there, I had to move some assets across chains. Now I have yet another source of transactions in my history, so I'm in the market for a better portfolio tracker.

Among the 7 Best Crypto Portfolio Trackers for 2021 (Tried & Tested) is Lunch Money | Delightfully simple personal finance & budgeting. That budgeting thing tracks crypto too? So I kicked the tires:

pros:

  • total net worth summary
  • multi-user access (sort of a "duh" feature in the modern web era, but gnucash still doesn't support it)
  • smooth sync'd accounts
  • rules and recurring transactions strike a nice balance between manual drugery and AI mystery
  • CSV import
  • developer API
  • crypto exchange integration - balances, anyway

cons:

  • couldn't find a way to manually enter crypto transactions
    • couldn't find a way to represent buying crypto with fiat
  • no crypto transaction history. just balances
  • no running balances in general
  • not a double-entry accounting system. Money can just appear and disappear

It's probably pretty good for family finances. Better than gnucash for all but my closet-librarian habits. I may use it for most family finances stuff and sync with gnucash for double-entry accounting.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
None yet
Projects
None yet
Development

No branches or pull requests

1 participant