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I'd definitely agree that this is overkill for most people. In your case, though, I think that you could put the same amount of work into GnuCash and get the sa

by igpay 6y ago

I'd definitely agree that this is overkill for most people. In your case, though, I think that you could put the same amount of work into GnuCash and get the same results without writing any code. Plus you'd have a GUI with built in reports and whatnot. Not sure if that matters to you. In the article, I briefly touch on skipping manual transaction logging and just importing statements from your bank / credit card. And I gloss over this, but it looks like GnuCash offers similar functionality for automatically updating stock prices https://wiki.gnucash.org/wiki/Online_Quotes https://wiki.gnucash.org/wiki/Online_Quotes - not sure if it's a pain to set up or not, but it's probably not as easy as just calling a google sheets function. Seems like you wouldn't have any reasons to switch over given that you've already got a nice system going, but just wanted to point out that you can use GnuCash in a way that's not quite as... rigid as the way I use it :)

mattbillenstein 6y ago
I don't really want a GUI - or the GUI I want is a spreadsheet. I have some charts and graphs embedded with the data - like net worth over time, brokerage over time, etc. My worry with a baked system is it doesn't have the data in a way I want in a chart, whereas with this system, I can pretty much create whatever I want from the raw data in the sheet...
- lbotos 6y ago
  Tiller is trying to build exactly that: https://www.tillerhq.com/ https://www.tillerhq.com/ I haven't used, because I use personal capital and they both used Yodlee, and my biggest gripe about personal capital is yodlee isn't keeping up with 2fa style logins from banks
jldugger 6y ago
Online quotes is fairly easy to set up. First you set up the ticker symbol in the prices menu, then you set an account for the stock, make the type "Stock" and set the currency to the symbol in question. From then on, you can just 'get new data' and stuff mostly updates automatically. However, stock symbol APIs break on the regular, so there can be times when this process is broken until a fix is published and you upgrade.

by igpay 6y ago

mattbillenstein 6y ago

I don't really want a GUI - or the GUI I want is a spreadsheet. I have some charts and graphs embedded with the data - like net worth over time, brokerage over time, etc. My worry with a baked system is it doesn't have the data in a way I want in a chart, whereas with this system, I can pretty much create whatever I want from the raw data in the sheet...

lbotos 6y ago
Tiller is trying to build exactly that: https://www.tillerhq.com/ https://www.tillerhq.com/ I haven't used, because I use personal capital and they both used Yodlee, and my biggest gripe about personal capital is yodlee isn't keeping up with 2fa style logins from banks

jldugger 6y ago

Online quotes is fairly easy to set up. First you set up the ticker symbol in the prices menu, then you set an account for the stock, make the type "Stock" and set the currency to the symbol in question. From then on, you can just 'get new data' and stuff mostly updates automatically. However, stock symbol APIs break on the regular, so there can be times when this process is broken until a fix is published and you upgrade.