transaction sync: Plaid webhook?

[dckc]

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]

tried gnucash mobile... nope.

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

[dckc]

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

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

[dckc]

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
  • its plaid sync works with my local bank (which I struggled with: transaction sync: Plaid webhook? #3), plus everything else I tried, including a retirement account
• 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.