> 1. What automation, if any, exists for entering transactions? This is the most laborious/cumbersome part of personal finance. Some tools use financial data ag

> 1. What automation, if any, exists for entering transactions? This is the most laborious/cumbersome part of personal finance. Some tools use financial data aggregators (plaid, yodlee etc.) that involves sharing login credentials with a third party, sometimes disabling 2FA, or other steps that are anti-security or anti-privacy. It sucks that in the USA at least, there is practically no way for customers to fetch their bank data via an open API. Until recently, many financial institutions supported OFX, but that is being phased out. It has import support (can be templated using handlebars), no automated fetch though > 2. How is categorization of transactions accomplished? Ideally, I want autocategorization based on my own previously categorized transactions, since the bulk of my transactions are repeats at the same merchants. It has a very crude tf-idf based categorization. I do have plans to improve it. > 3. What sort of reporting, dashboarding, and potentially sharing capabilities exist? Ideally, I want to share some reports with my partner You can checkout the https://demo.paisa.fyi https://demo.paisa.fyi It's just a web app that works over http, so you can run it on a machine and share them access. You have to figure out the authorization part, I do plan to add some password based auth soon.