7 ms·

It's a nice system in PHP. There are quite a few of them. Like ledger-cli [1] in C++ and emacs lisp, hledger [2] in Haskell and beancount [3] with fava [4] in p

It's a nice system in PHP. There are quite a few of them. Like ledger-cli [1] in C++ and emacs lisp, hledger [2] in Haskell and beancount [3] with fava [4] in python. We used ledger-cli and beancount with fava and built automatic creation of accounting entries using machine learning and Bayesian alogrithms by analyzing bank and credit card statements. You can use powerful icsv2ledger [5], smart importer [6] and the awesome list [7] to get importers for various banks and other utilities. [1] https://www.ledger-cli.org/ https://www.ledger-cli.org/ [2] https://hledger.org/ https://hledger.org/ [3] http://furius.ca/beancount/ http://furius.ca/beancount/ [4] https://beancount.github.io/fava/ https://beancount.github.io/fava/ [5] https://github.com/quentinsf/icsv2ledger https://github.com/quentinsf/icsv2ledger [6] https://github.com/beancount/smart_importer/blob/master/README.rst https://github.com/beancount/smart_importer/blob/master/READ... [7] https://github.com/siddhantgoel/awesome-beancount/blob/master/README.md https://github.com/siddhantgoel/awesome-beancount/blob/maste... Note: corrected the entry for ledger-cli, its primarily written in C++ with some emacs lisp scripts.

sexisfun 7y ago
Who is we?
Fnoord 7y ago
The reason I use Firefly III is because it supports the Bunq API. It is much more convenient than manually importing CSVs. Great list though!
- neo1691 7y ago
  I have been looking for something like this for sometime. Right now I'm using YNAB with manual imports from bunq csv exports but I will give it a try and try out the bunq integration with firefly. Does Firefly also support the features of YNAB, if you know by any chance?
  - iajrz 7y ago
    It seems they do? Not compoletely polished. https://docs.firefly-iii.org/en/latest/import/ynab.html https://docs.firefly-iii.org/en/latest/import/ynab.html --- EDIT: misread! I don't know about the _features_. They support importing, which doesn't imply supporting the features.
  - Fnoord 7y ago
    I have no idea what YNAB is but yes it is supported: > You can also import from bunq, from YNAB, using FinTS or simply by uploading CSV files. [1] [1] https://hub.docker.com/r/jc5x/firefly-iii https://hub.docker.com/r/jc5x/firefly-iii
    - jimbokun 7y ago
      You Need a Budget https://www.youneedabudget.com/ https://www.youneedabudget.com/
  - aeorgnoieang 7y ago
    They claim they have budgets, 'categories', and something I wish YNAB had, 'tags'. Tags would be nice so that I could categorize expenses normally, e.g. 'restaurants', but also group them, e.g. 'trip to X'.
    - Fnoord 7y ago
      Bunq just introduced exactly that a week ago.
lvh 7y ago
Minor point of order: ledger-cli has a lot of languages for one-off scripts but it's principally a C++ program.
TeMPOraL 7y ago
ledger-cli is my current tool and all-time favourite. The only thing I'm missing (and thinking of spending a weekend to write) is a self-hosted web UI for data entry. Not that I needed - Emacs is a more productive data entry UI than anything that was ever done in a web browser. But my wife wants to help me retype receipts, and I need something ergonomic that's focused on just that: adding trivial transactions.
- andreareina 7y ago
  hledger has a web interface, and it mostly speaks ledger. Looks like most of the stuff it doesn't understand it'll still cleanly parse and then ignore. ETA: https://hledger.org/hledger-web.html https://hledger.org/hledger-web.html
  - smichael 7y ago
    That’s right. For other stuff, a possible workaround is to use includes to keep it in a separate file that only Ledger sees.
snackematician 7y ago
I use and love ledger-cli but importing/downloading bank data is the biggest pain point. I'm currently using ledger-autosync (https://github.com/egh/ledger-autosync https://github.com/egh/ledger-autosync) to import OFX/QFX files. For some banks it can automatically pull the data using ofxclient (https://github.com/captin411/ofxclient https://github.com/captin411/ofxclient) but for most of my bank accounts this is broken and I need to manually download the OFX file before importing with ledger-autosync. It works OK, I wish I didn't have to do the manual download, but the simplicity of the setup is nice. I've read of other setups using Plaid or Puppeteer to download their data. Would be interested to hear about what other people are currently using in mid-late 2019 to pull their financial data.
- 0xdeadbeefbabe 7y ago
  I'd rather do it manually. It's a feature. I really like the double entry journal.
- egh 7y ago
  Glad you like ledger-autosync! I agree, its very annoying to have to download OFX files. I wish more banks supported the OFX protocol, or really any sort of automated download. I should probably look into plaid and see if it might work.
- BeetleB 7y ago
  My ledger workflow is rather different. I use KMyMoney to enter transactions (or download). And I have a script to export all that to Ledger format.
  - smichael 7y ago
    Could you blog about/link to that ? It sounds smart.
    - BeetleB 7y ago
      Yes, but likely only when I'm very reliant on it. As it is, it's very ad hoc and buggy. To be frank, I spend 90+% of my time in KMyMoney. I need Ledger only for its virtual transaction features (for budgeting). The other use case I have for ledger is to perform some analyses/reports in it that KMyMoney doesn't provide. There's nothing "smart" about it. It's simply a script that takes in a kmy file and creates a valid Ledger file. It's been a while since I looked at it, but at the moment I doubt it handles things like stocks and commodities, etc. Still, I'd rather use KMyMoney to enter transactions than using the Emacs mode for Ledger.
purplish 7y ago
A good standalone is Money Manager EX
- Forbo 7y ago
  Not sure why your recommendation was dead. I've dabbled with MMEX in the past. I vouched for your comment.
lars_francke 7y ago
Do you know of a way to do cross-account budgeting in ledger CLI (or any of the similar tools)? This was discussed for beancount a few years ago[1] and basically means that I want to distribute the money for a budget across multiple accounts but last I looked (over a year ago) there was no tool that provides this feature. [1] https://groups.google.com/forum/#!msg/beancount/ddi5fOuAFoU/jp3d0ME5AgAJ https://groups.google.com/forum/#!msg/beancount/ddi5fOuAFoU/...

sexisfun 7y ago

Who is we?

Fnoord 7y ago

The reason I use Firefly III is because it supports the Bunq API. It is much more convenient than manually importing CSVs. Great list though!

neo1691 7y ago
I have been looking for something like this for sometime. Right now I'm using YNAB with manual imports from bunq csv exports but I will give it a try and try out the bunq integration with firefly. Does Firefly also support the features of YNAB, if you know by any chance?
- iajrz 7y ago
  It seems they do? Not compoletely polished. https://docs.firefly-iii.org/en/latest/import/ynab.html https://docs.firefly-iii.org/en/latest/import/ynab.html --- EDIT: misread! I don't know about the _features_. They support importing, which doesn't imply supporting the features.
- Fnoord 7y ago
  I have no idea what YNAB is but yes it is supported: > You can also import from bunq, from YNAB, using FinTS or simply by uploading CSV files. [1] [1] https://hub.docker.com/r/jc5x/firefly-iii https://hub.docker.com/r/jc5x/firefly-iii
  - jimbokun 7y ago
    You Need a Budget https://www.youneedabudget.com/ https://www.youneedabudget.com/
- aeorgnoieang 7y ago
  They claim they have budgets, 'categories', and something I wish YNAB had, 'tags'. Tags would be nice so that I could categorize expenses normally, e.g. 'restaurants', but also group them, e.g. 'trip to X'.
  - Fnoord 7y ago
    Bunq just introduced exactly that a week ago.

lvh 7y ago

Minor point of order: ledger-cli has a lot of languages for one-off scripts but it's principally a C++ program.

TeMPOraL 7y ago

ledger-cli is my current tool and all-time favourite. The only thing I'm missing (and thinking of spending a weekend to write) is a self-hosted web UI for data entry. Not that I needed - Emacs is a more productive data entry UI than anything that was ever done in a web browser. But my wife wants to help me retype receipts, and I need something ergonomic that's focused on just that: adding trivial transactions.

andreareina 7y ago
hledger has a web interface, and it mostly speaks ledger. Looks like most of the stuff it doesn't understand it'll still cleanly parse and then ignore. ETA: https://hledger.org/hledger-web.html https://hledger.org/hledger-web.html
- smichael 7y ago
  That’s right. For other stuff, a possible workaround is to use includes to keep it in a separate file that only Ledger sees.

snackematician 7y ago

I use and love ledger-cli but importing/downloading bank data is the biggest pain point. I'm currently using ledger-autosync (https://github.com/egh/ledger-autosync https://github.com/egh/ledger-autosync) to import OFX/QFX files. For some banks it can automatically pull the data using ofxclient (https://github.com/captin411/ofxclient https://github.com/captin411/ofxclient) but for most of my bank accounts this is broken and I need to manually download the OFX file before importing with ledger-autosync. It works OK, I wish I didn't have to do the manual download, but the simplicity of the setup is nice. I've read of other setups using Plaid or Puppeteer to download their data. Would be interested to hear about what other people are currently using in mid-late 2019 to pull their financial data.

0xdeadbeefbabe 7y ago
I'd rather do it manually. It's a feature. I really like the double entry journal.
egh 7y ago
Glad you like ledger-autosync! I agree, its very annoying to have to download OFX files. I wish more banks supported the OFX protocol, or really any sort of automated download. I should probably look into plaid and see if it might work.
BeetleB 7y ago
My ledger workflow is rather different. I use KMyMoney to enter transactions (or download). And I have a script to export all that to Ledger format.
- smichael 7y ago
  Could you blog about/link to that ? It sounds smart.
  - BeetleB 7y ago
    Yes, but likely only when I'm very reliant on it. As it is, it's very ad hoc and buggy. To be frank, I spend 90+% of my time in KMyMoney. I need Ledger only for its virtual transaction features (for budgeting). The other use case I have for ledger is to perform some analyses/reports in it that KMyMoney doesn't provide. There's nothing "smart" about it. It's simply a script that takes in a kmy file and creates a valid Ledger file. It's been a while since I looked at it, but at the moment I doubt it handles things like stocks and commodities, etc. Still, I'd rather use KMyMoney to enter transactions than using the Emacs mode for Ledger.

purplish 7y ago

A good standalone is Money Manager EX

Forbo 7y ago
Not sure why your recommendation was dead. I've dabbled with MMEX in the past. I vouched for your comment.

lars_francke 7y ago

Do you know of a way to do cross-account budgeting in ledger CLI (or any of the similar tools)? This was discussed for beancount a few years ago[1] and basically means that I want to distribute the money for a budget across multiple accounts but last I looked (over a year ago) there was no tool that provides this feature. [1] https://groups.google.com/forum/#!msg/beancount/ddi5fOuAFoU/jp3d0ME5AgAJ https://groups.google.com/forum/#!msg/beancount/ddi5fOuAFoU/...