But I don't think I'm willing to give up fully automated data refreshes at this point. I have too many accounts to track.
A year ago, I posted the first version. Since then, the app has matured significantly with two major updates:
1. Multi-platform Support: Now available on Mobile (iOS), Desktop (macOS, Windows, Linux), and as a Self-hosted Docker image. (Android coming soon).
2. Addons System: We added explicit support for extensions so you can hack around, vibe code your own integrations, and customize the app to fit your needs.
The core philosophy remains the same: Always private, transparent, and open source.
But I don't think I'm willing to give up fully automated data refreshes at this point. I have too many accounts to track.
By nature of the economic system, you must interact with 3rd parties, unless you somehow live a life where you can manage to be all crypto or (increasingly harder) cash based. At that point, there is no real benefit to privacy outside of ensuring that whatever institution(s) you work with aren't doing anything odd.
I'm open to missing something here.
I used Mint for years, and I LOVED it. Hooked it up to all my accounts, it could track purchases and spending and kept everything up to date automatically. It would remember how I categorized things.
Of course, then Intuit decided to get rid of it and force everyone to move to Credit Karma, which doesn't do the same things AT ALL. I don't care about tracking my credit scores, and I pay off all my credit cards every month, I don't need help finding a loan for anything. The only thing it does is try to offer me loans and credit cards. It doesn't have any transaction history, so it doesn't do the one thing I care about.
The decade+ of transaction history I had in Mint was just GONE. It really sucked, and I have not found a replacement yet.
I don't mind if it is hosted, or even if I have to pay for it, but I would like to be able to keep my historical data, and for it to automatically populate from my accounts, and not go away if a company decides it can't make money from it anymore.